Supporting a private real estate investor through the structured sales process for a residential portfolio consisting of nearly 30 apartment buildings in Central Germany—from establishing a robust database, through valuation and the development of a marketing strategy, to the successful completion of the transaction.
The scope of services included, in particular,
- Structured collection and processing of all property-related data (location, year of construction, floor plans, lease agreements, maintenance history, operating cost statements) to create a transparent and reliable data set for negotiations
- Digitization and organization of documents in a structured data room as the basis for approaching potential buyers
- Valuation of individual properties using the income approach, including an analysis of actual and market rents, vacancy rates, and WAULT, as well as an estimate of short- to medium-term capital expenditure requirements
- Derivation of a market-based purchase price range based on comparable transactions and a local submarket benchmark
- Development of the marketing strategy: positioning the portfolio, defining the target buyer groups (regional property owners, family offices, smaller institutional investors), and determining the marketing format (structured off-market process)
- Preparation of sales documentation, including a brief profile, an information memorandum, and the data room structure
- Identifying and selectively approaching potential buyers; coordinating showings and handling buyer inquiries
- Management of the bidding process, evaluation of indicative offers, and support during exclusive negotiations
- Coordination of the due diligence phase and consultation with legal and tax advisors through the notary appointment
As a result, the portfolio was successfully sold to a regional property owner through a structured off-market process. The early establishment of a robust data foundation and the clear positioning of the portfolio contributed significantly to shortening the marketing period and achieving a purchase price in line with market conditions.
