Real estate
Real estate is one of the most dynamic sectors. In order to operate effectively, entrepreneurs have to take quick and thoughtful actions. How to achieve a balance between the effective management of real estate and minimising risks?
All entities operating on the real estate market should follow the trends in that dynamic sector and any changes to the legal environment that may affect their operation. They need a strategic approach, which exploits every opportunities to maximise profit . They also have to avoid risk because it can be very expensive in this sector.
Our team advises Polish and foreign entities on their investment activities in the real estate sector.
We are familiar with the challenges of the sector, and we support various companies on that market:
investors | developers | lenders | borrowers | tenants
landlords | owners of the lands | parties interested in purchasing
Our experience and practical knowledge is focused on support connected with investments, transactions, legal and tax consulting and the commercialisation of real estate.
How we can help?
Real estate investments
Real estate investments are challenging because of their scale. On the other hand, the prospect of high returns encourages investors to engage in projects in this sector.
We offer support during all three stages of the transaction cycle:
Our services:
- Identification of investment opportunities on the market
- Advising within the scope of joint venture
- Transactions structuring (for example share deal vs. asset deal, organised parts of enterprises, sale of individual real estate or portfolios)
- Negotiation of transaction terms
- Coordination of financial and commercial due diligence of assets included in the transaction
- Organisation and assessment of tender proceedings
- Identification of transaction risks
Our consulting includes investments of all types of assets: commercial real estate (trade, office, warehouse), private rented sector, hotel and leisure, student housing.
Transaction and real estate valuation support
These days, investors and shareholders expect more transparent transaction procedures in real estate. They require independent, professional, comprehensive support.
Our services
- Consulting within the scope of trading with real estate located in Poland and abroad.
- We provide comprehensive transaction support:
– at the pre-investment stage (preceded by legal due diligence analyses, highest best use etc.)
– during secure real estate acquisition (ownership title/ perpetual lease)
– in the process of financing/refinancing of the investment
– within the scope of commercialisation and management of the projects
– during its secure sale
Commercialisation and administration of real estate
Understanding the challenges of the contemporary commercial real estate market is essential for the success of the entities operating in that sector.
Our team has extensive experience of conducting negotiations and the development of all types of lease agreements for office, trade and warehouse spaces, including triple-net, build-to-suit, turn-key agreements, lease of lands, sale-and-leaseback agreements, sublease and others.
Our team understands the priorities of the owners and developers (increase of profits and capital value). We also know what is the most important priority for the lessees while selecting an optimum location and terms of lease.
Financing of real estate
Obtaining financing is one of the key challenges in real estate projects.
We are experienced in working with various entities operating on the real estate market, and we can combine needs with opportunities, investors with developers, profit expectations with financial security.
We support our customers in the identification of capital requirements, prepare innovative financial strategies and assist in their implementation.
Tax consulting
We provide tax consulting services to investors and developers (local and foreign) operating on the Polish real estate market.
Using our experience and knowledge, we advise on the optimisation of tax liabilities, which is directly related to the financial effectiveness of real estate projects. We also help in limiting the tax risks.
Our experience (selected projects)
Comprehensive consulting for the selling of a logistic park in northern Poland (GLA ca. 80,000 m2) - support for the seller in negotiating the preliminary agreement together with hedging and transaction settlement documentation, i.e. escrow account agreement and disposal agreement.
Transaction value: PLN 180 million
Legal support in the negotiations and conclusion of a joint venture agreement concerning BTS projects all around Poland.
Project value of ca. PLN 500 million
Consulting for an investment fund in a forward purchase transaction concerning the acquisition of a shopping centre in southern Poland.
Transaction value over PLN 300 million
Legal support in the negotiations and conclusion of a joint venture agreement concerning commercial projects portfolio all around Poland.
Project value of over PLN 400 million
Consulting within the scope of the construction of a dorms portfolio in Poland - Gdańsk, Warsaw, Poznań, Kraków.
Transaction value ca. PLN 100 million
Consulting in the transaction comprising package sale of three shopping centres (GLA in total - over 72.000 m2).
