Discretion
Your asset never appears on a portal. We work with anonymised teasers and short bidder lists – with hotels, operator-run assets and company sales that alone drives the price.
How we work
Eight steps to a successful deal.
Sale, financing or forward deal: from the first message to closing we run the same sequence. Some steps move faster, some take longer – the order stays the same.
0
Steps in the process
0–4 wks
Until market approach
0+
Active investor contacts
€ 0m+
Mandate size
Process
Step by step
The timings are our experience values – not a promise, but a realistic frame.
- 01
Owner
First key figures, confidential
- 02
Review
Asset, rent roll, structure
- 03
Teaser
Anonymised, full memo
- 04
Investors
Hand-picked outreach
- 05
Closing
Signing, handover
- Step 011–3 days
First information from the owner
Very little is needed to start: whether it is a financing, a sale or a forward deal, a short asset or project teaser is enough. We don't need a finished data room to judge whether a sale or a financing is realistic on the expectations you have. If you prefer, we sign an NDA first – and you are welcome to send the initial key figures without naming the address.
- Short asset or project teaser instead of full documents
- NDA before the first exchange on request
- No cost, no commitment
- Step 021–2 weeks
Initial discussion and review
We talk about your objective, the timing and your price or pricing expectation – and say openly whether we think it holds. In parallel we review the lease structure, deferred maintenance, planning law, debt service capacity and the existing financing. That review produces a view on the achievable range and the right universe – buyers, lenders or both.
- Price or financing expectation stress-tested
- First comparables, market evidence and pricing indications
- Recommendation on structure: sale, financing or a combination
- Step 03a few days
Engagement
If it works for both sides, we put the mandate in writing: scope, term, exclusivity and fee. Our fee is normally success-based. We also agree who may be approached and who may not – that blacklist matters more than most people expect, for buyers as much as for banks, debt funds and lenders you are already talking to.
- Success-based fee
- Approach list and blacklist agreed
- Clear responsibilities on both sides
- Step 041–2 weeks
Anonymised teaser and information memorandum
The teaser runs to one or two pages and does not allow the asset to be identified: region instead of address, ranges instead of exact tenant data. Only after an NDA do we release the full pack – an information memorandum for a sale, or a financing request with business plan, debt service calculation and security overview for a financing. We prepare the documents the way an investment committee wants to read them – that saves questions later.
- Teaser reveals no identifying detail
- Memorandum or financing request only after a signed NDA
- Cash flow model, CapEx plan and debt service consistent
- Step 05in parallel
Selecting investors and lenders
We don't work with mass mailings. From our network we build a short, reasoned list: who is currently buying or funding this profile, at this size, in this region – and who actually has the equity or credit line available? Depending on the situation we approach ten addresses, sometimes only three.
- Curated buyer and lender list instead of broadcasting
- Acquisition or credit profile and source of funds checked
- Off-market, structured bidding or parallel term sheet requests
- Step 06ongoing
Where there is interest: a call
Interested parties get a conversation first, not a data pack. On the call we cover acquisition or credit criteria, structure, committee status and timing. Anyone who dodges those questions doesn't make the next round – that keeps the circle small and your information protected. On request we run these calls without naming you at the outset.
- Qualification before any data is shared
- Committee, credit and equity status confirmed
- Direct owner contact only later
- Step 072–4 weeks
Further information / data room
For qualified parties we open a structured data room: leases, land registry, encumbrances, valuations, technical reports, service charge statements – for financings also annual accounts, construction cost calculation and evidence of equity. Access is staged and logged. We run the Q&A centrally so every bidder works off the same information and nothing leaks.
- Staged rights and logged access
- Centrally managed Q&A
- Viewings and bank meetings arranged discreetly
- Step 084–10 weeks
Support through to closing
We compare offers on execution certainty, not just price or margin: financing confirmation, committee approval, conditions in the SPA or term sheet. From there we run due diligence, notary, conditions precedent and handover – coordinating with tax advisers, lawyers and lenders. After closing we stay available for handover, tenant communication and the change of property manager.
- Offer comparison including deliverability
- DD, notary and financing managed
- Handover and post-closing follow-up
Principles
What we hold to
Four points that separate an orderly process from a burnt asset.
Preparation before approach
We go to market only once the documents hold up. A process that stalls after four weeks for missing evidence costs you money in the end.
An honest view
If we think a price expectation cannot be achieved, we say so in the first discussion – not after three months of fruitless marketing.
One point of contact
Full management attention. You deal with the same people throughout – the ones who negotiate and sign. No handing down to juniors, no rotating responsibilities.
„Success starts with the right timing. Thorough preparation. A clean data set. Structuring the market accepts.“
A few key figures are enough.
Send us location, use and order of magnitude – you get our view confidentially and at no cost.