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Our services

Investment advisory: invest with method, not with hope

We support investors, entrepreneurs and business owners in structuring their investment projects — particularly in real estate — from profitability analysis to the legal and financial security of the deal.

Review my project

A successful investment is built before it is signed

80% of an investment’s profitability is decided upstream: in the choice of asset, the holding structure, the financing and the applicable taxation. Our role is to objectify every parameter before you commit, then to coordinate the players (banks, notaries, lawyers, managers) so the project unfolds as planned.

We are independent: we sell no financial products and no property developments. We defend your interests exclusively.

What we do

Real estate investment advisory

Sourcing and analysing opportunities, valuation, negotiation, due diligence — in Spain and in France.

Investment project structuring

Choice of vehicle (direct ownership, company, holding), financing arrangements, legal and tax structuring of the deal.

Profitability analysis and risk management

Financial modelling, scenarios (yield, vacancy, rates, resale), risk identification and mitigation plans.

Support for investors and entrepreneurs

A single point of contact who coordinates all stakeholders and informs every decision you make.

Securing the financial and legal structure

Review of contracts and guarantees, compliance of the structure, protection of the invested assets.

The holding structure determines the taxation of your income and capital gains. See our tax optimisation page.

Our method

  1. Analysis of your situation — assets, capacity, objectives, horizon
  2. Definition of the investment strategy — target, expected return, risk level
  3. Structuring the deal — vehicle, financing, taxation
  4. Execution and coordination — negotiation, due diligence, deeds
  5. Monitoring over time — actual performance vs plan, adjustments
Our services

Frequently asked questions

Why use an independent advisor rather than a property salesperson?
A developer or broker is paid to sell a product. An independent advisor is paid to defend your interests: they compare, negotiate — and may recommend that you do not invest.
Do you work on investments in Spain?
Yes. We support French-speaking and international investors on projects in Spain: local market analysis, Franco-Spanish structuring of the deal and coordination of the players on the ground.
From what amount do you support a project?
Every situation is reviewed case by case. The relevance of our support depends less on the amount than on the complexity of the project and the wealth and tax issues involved.
How do you assess the profitability of a real estate investment?
Through full modelling: gross and net yield, cash flow after financing and taxes, IRR under several exit scenarios. A property’s advertised yield is never taken at face value.

An investment project under consideration?

Have it analysed before you commit — a confidential, no-obligation consultation.

Book a consultation