As an institutional investor, would you like a partner at eye level to optimise your investments in real estate and mortgages or outsource certain processes? Would you like data-based evaluations and analyses on compliance with all sustainability requirements and your carbon footprint? Do you know the potential and need for action in your portfolio?

At Avobis, we understand your challenges and support you in optimising or building up a real estate portfolio as well as investing in the mortgage asset class. With our many years of experience and our experts, we are at your side to help you achieve your investment goals and optimise your returns.

We offer solutions for your needs

You can find out what these are by clicking on the relevant services.

Our expertise in mortgage servicing covers the entire process, from the granting to the administrative support and new creation of mortgages for and on behalf of you as a mortgage provider. We handle individual process steps or the entire mortgage servicing process carefully and reliably for you. This includes:

  • Mortgage sales
  • Initial contact with mortgage borrowers
  • Credit analysis: customer and property creditworthiness
  • Approval process
  • Contract management
  • Invoicing
  • debt collection
  • Recovery in the event of arrears

You benefit from first-class service quality, full transparency in your portfolio and not only lower, but also clearly plannable costs as well as reporting that is second to none.

We take over the entire management of your mortgage portfolio for you as a mortgage lender, develop the strategy together with you and optimise your risk and return structure. We are responsible for the risk and return of your portfolio within the framework of the lending guidelines. We offer:

  • Strategy development and consulting
  • Review of the current mortgage portfolio
  • Optimisation of the yield and risk structure
  • Development and formulation of the property and property strategy
  • Comprehensive reporting and analyses
  • Portfolio management and responsibility for returns

As your portfolio manager, we analyse your property portfolio and develop a sustainable and optimal property and portfolio strategy according to your specifications and wishes.

We then take responsibility for implementing this strategy and report to you regularly on progress and success. We offer:

  • Management and control of (property) management
  • Property and portfolio strategy
  • Portfolio and property monitoring and management incl. implementation of construction measures
  • Written and personal reports according to your specifications and wishes
  • Coordination, review and monitoring of valuers and their valuation reports
  • Financial and mortgage management
  • Optimisation of the financing structure
  • Selection and management of service providers such as property managers, consultants, architects and tax experts

Our property consultancy services provide the relevant decision-making basis for successful and sustainable property development. We offer:

  • Location and market analyses
  • Sustainability and portfolio analyses
  • Feasibility studies, scenic assessments, status analyses
  • Process support
  • State-of-the-art method valuations and yield assessments of residential, commercial and specialised properties or land as a second opinion on a purchase or sale offer, for acquisition valuations or for project assessments
  • Customised client representation:
    • Representation of your interests
    • Quality assurance
    • Deadline and cost control

We accompany you through the entire sales process of portfolios or investment properties such as office, commercial, retail and logistics properties as well as apartment blocks, whether through an asset deal, share deal or a forward deal of a project with planning permission.

We offer you:

  • Discounted cash flow valuations of properties
  • Analysing the properties, determining the most important value drivers, preparing the sales documents
  • Strategic sales advice
  • Tax optimisation of the transaction in collaboration with established tax experts
  • Handling all negotiations

Our clients benefit from our extensive network of potential buyers.

From the greenfield site to handing over the keys, our experienced marketing team will advise and support you in a committed, cost-effective and targeted manner during initial lettings and sales. We offer:

  • Advice on project development
  • Market analysis to clarify earnings potential and identify optimisation opportunities
  • Customised marketing and repositioning concepts
  • Search for tenants (private, office and commercial)

References

Andreas Granella Rund

Contact

Brandschenkestrasse 38
8001 Zurich