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Real Estate 

Comprehensive Real Estate Advisory
Real estate investments are not static, but are dynamic and productive assets. The securing of sustainable income from real estate investments requires a holistic approach. This includes structural, economical, fiscal and legal expertise.

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What are your objectives?

Purchases or sales of real estate, real estate portfolios, shareholdings in companies or the reorganisation of property holdings offer commercial opportunities. Real estate transactions are complex and require careful planning. What is the best purchase and sale structure for a company? Does the transaction generate the required added value?

How can KPMG help?

  • Advice in the determination of the transaction strategy
  • Undertaking of market research and analyses of values
  • Identification and analysis of potential buyers / sellers
  • Preparation and structuring of all documents and information of relevance to the transaction, preparation of marketing documentation
  • Organisation and assistance in management presentations, on-site inspections and interaction with experts
  • Management and coordination of the due diligence phase and Q&A process, analysis of purchase offers
  • Clarification of all legal and tax aspects, administrative enquiries and preparation of contractual documents
  • Assistance in contract negotiations and assurance that the required steps for completion are taken

We assist and guide you in asset and share deals, sale and leaseback (rent-back) transactions, asset swaps, restructuring, mergers and in all other transactions of your real estate holdings or intended acquisitions in line with your corporate strategy and optimised in terms of tax and financial planning.

What are your objectives?

An appraisal is an important basis for decisions on whether to purchase or sell properties and is essential for the preparation of business reports. How can the market value of the real estate holding be assessed accurately? What are the target values in the case of a transaction? How can the potential of operational properties be assessed? What additional clarifications are essential before a purchase?

How can KPMG help?

  • Current and ongoing assessment of market values
  • Integration into accounting using the respective accountancy and reporting standards
  • Market and potential analyses

What are your objectives?

Portfolio management concepts, organisational structures and processes have a significant influence on the performance of real estate as strategic assets. What do you consider to be your optimum property holding? How can efficient organisational structures be developed and property control systems implemented?

How can KPMG help?

  • Development and implementation of strategies
    - Corporate planning / business models
    - Corporate / public real estate management
    - Asset and portfolio management
  • Analysis of organisations and processes / organisational development
  • Performance management / management information systems / internal control systems
  • Business planning / financial modelling / risk modelling
  • Location optimisation or relocation and/or expansion

What are your objectives?

The interest of institutional investors in indirect real estate investments in Switzerland and abroad is growing. How can you select and structure your investment vehicles? Are you planning to invest abroad?

How can KPMG help?

  • Advice in national and international indirect real estate investments
  • Structuring of investments in real estate portfolios
  • Qualitative and quantitative analysis of products
  • Monitoring and investment controlling

What are your objectives?

A market-based structuring process is essential for the successful launching of investment vehicles. A clear strategy and its communication are key. The product must not only be tax efficient, but must also be investor-friendly. How can this differ from competitors?

How can KPMG help?

  • Development and design of the investment case
  • Optimisation of the structure and mapping in the business plan
  • Launching of the product and approaching target investors
  • Assistance and guidance during the initial process, ongoing alignment with strategy

What are your objectives?

Equity capital is a scarce resource and is only committed after extensive analyses. How can complex investments be financed? What is the appropriate debt ratio? How can the loan capital be optimised best?

How can KPMG help?

  • Investor oriented preparation of projects and investment proposals
  • Lead advice for the commitment of equity capital
  • Negotiation of loan and credit positions
  • Assistance and guidance until signing and closing

What are your objectives?

Indirect real estate investments are liquid alternatives to direct investments – at home and abroad. Which products should be considered and when is the perfect market entry? Which foreign investments make sense and are sustainable?

How can KPMG help?

  • Development of indirect investment strategies
  • Independent assessment of investment products
  • Investment controlling and monitoring

What are your objectives?

The Swiss healthcare market is in transition. Existing business models are being questioned and new structures are being established. Properties are key to the operation of any hospital. Which values are associated with the property? How can the processes surrounding the property be efficiently designed and cost savings achieved? Can new ownership models be implemented?

How can KPMG help?

  • Analysis of the current situation and assessment of potentials
  • Valuations using Rekole® and determination of market values
  • Investigation of property strategies

More services for the Healthcare sector at KPMG

What are your objectives?

The optimisation of the value chain or the improvement of operational performance has a significant impact on business results. Stakeholders’ requirements must also be met by putting strategic financing structures and accountancy, reporting and controlling standards in place and by applying models for the securing of liquidity.

How can KPMG help?

  • Project & transformation management
  • Reduction of complexity in the value chain, process optimisation, product efficiency
  • Analysis of cost structures and optimisation of current assets
  • Sourcing (outsourcing, shared services)
  • System integration and performance measurement using KPIs
  • Risk management, cash management, systems to manage risks
  • Location search and analysis

More about Consulting at KPMG

What are your objectives?

Decisions must consider the opportunities and risks of alternatives. How can hidden potentials or pitfalls be recognised?

How can KPMG help?

  • Valuations, potential and sensitivity analyses
  • Investigation of the financial, technical and legal feasibility of projects
  • Market analyses and scenario development
  • Location search and analysis
  • Verification of project and building costs, also during the course of a project
  • Analysis of the sustainability of projects and of factors which could impact on value
  • Investigation of strategic alternatives

What are your objectives?

Real estate can make succession planning complex and laborious. Distributions of estates often cause losses in value. Taxes can have an effect on liquidity issues. Value analyses require discussions and transfers are often confronted by legal hurdles.

How can KPMG help?

  • Objective valuations
  • Analysis of potentials and risks of property ownership
  • Support in the budgeting and optimisation of existing holdings
  • Tax optimisation of succession planning
  • Legal clarification and preparation of contracts
  • Investigation and review of alternatives for transfers of assets
  • Securing of any rights of usufruct
  • Execution of transactions

More services for succession planning at KPMG

What are your challenges?

Building projects are becoming ever more complex and require a structured and forward-looking approach from planning through to construction. The key is to maintain a balance between the three primary criteria: cost, scheduling and quality. Are the process management and scheduling realistic? Are costs on budget and are any additional costs justifiable? Does the finished construction fulfill the target requirements?

How can KPMG help?

  • Assistance in planning and setting up process management
  • Implementation and supervision of internal control systems (ICS)
  • Analysis of the cost estimate, building description and catalog of requirements
  • Control of the submission procedure, work contracts and quality of execution
  • Ongoing assessment of process and cost management
  • Review of the final invoice and analysis of cost overruns
  • Documentation of the actual/target requirements and any deviations
  • Completeness check of the required documents on completion of construction
  • Support across all process steps of the internal audit from planning to execution, reporting and follow-up
  • Detailed analysis of the core processes in terms of fraud and non-compliance risks, as well as investigation of discrepancies by our experienced forensics department


Factsheet: Are your construction projects on track?

Ulrich Prien

Ulrich Prien

Partner, Head Real Estate Switzerland

+41 58 249 62 72

Stefan Pfister

Stefan Pfister

Chief Executive Officer, Head of Advisory, Head of Real Estate EMA

+41 58 249 54 29

Beat Seger

Beat Seger

Partner, Real Estate

+41 58 249 29 46

 

Swiss Real Estate Sentiment Index

rollup image real estate sentiment index
The «KPMG Swiss Real Estate Sentiment Index» serves as an advance indicator for anticipated developments in the Swiss real estate investment market.