Investment Advice

A good investment adviser is much more than just a broker. Whilst many clients will instruct us to perform a certain function, such as buying or selling specific assets, others require advice on the impact of potential additional investment on cash flow, value generation, productivity or other forms of optimisation. We pride ourselves in providing a range of services that can offer anything from single functions to in depth, multi-disciplinary advice. We provide investment and advisory services to our clients in 8 European countries and, via our international partners, across the world.

Brokerage

A full brokerage service is put at client’s disposal:

Market search and research
Asset valuation
Advice on preparing for an optimal sale
Coordination of sales or acquisition teams
Site and building acquisition
Site and building sale
Appraisal of investment worth for the client and comparison with market value

Investment analysis & strategy

The development of rational and coherent investment strategies requires a full understanding of the client and detailed analysis of their existing portfolios of occupied and/or investment properties. With techniques and tools developed over three decades we are able to provide clients with the means to develop and implement appropriate and evolving strategies to meet their specific needs and targets. In particular we help clients identify opportunities

Increase income
Reduce costs
Add value via refurbishment, extension or redevelopment of part or all

Due diligence

We undertake various aspects of due diligence, including:

advising on the appropriate make up of the team,
leading the process,
the preparation of valuations and cash flow analyses,
undertaking physical surveys,
reviewing leases and other legal documents in cooperation with the legal team
concise and timely reporting

Financing

Many investors want to buy property with a mix of equity and debt. Existing owners may need to refinance or want to take advantage of lower rates. We are able to source and negotiate optimal terms to match client needs.

Sourcing senior and mezzanine finance
Reviewing existing financing arrangements
Preparing submissions for (re)financing, including cash flow projections
Assessment of current and future worth
Lease, property and portfolio risk analysis
Disposal of mortgage certificates

Investment Administration

We provide comprehensive fund accounting, reporting, and administration services to real estate investment managers, sovereign wealth funds, and other institutional investors with global real estate portfolios no matter where they deploy capital . Services, including:

Portfolio Accounting & Financial Reporting
Client and Investor Reporting/Analytics
Performance Measurement
Transfer Agency
Cash Management/Disbursement
Compliance and Regulatory Support
Client Data Management Support
Asset Finance

Performance analysis and benchmarking

Clients increasingly want to know how their real estate assets are performing in both absolute and relative terms. We have developed detailed tools that enable us to provide clients with this information against a variety of benchmarks. With this they are able to see how their assets perform against competitors as well as market averages, by property, groups of properties, and portfolio , whether for costs, values or other metrics

Securitisation and specialist appraisal services

Over the last 30 years we have developed and delivered a mix of appraisal services and solutions to public and private sector clients that have included the writing of sophisticated algorithms for either specific projects or broader application. Amongst other skills we have proven capabilities in:

Building complex algorithms for demonstrating future project costs, profits, cash flow and other financial indicators, including for major infrastructure projects
Managing bidding for and provision of mixed service and real estate requirements
Providing financial analysis and advice concerning bids for service plus real estate solutions

Market research

To supplement it’s investment services Robert Mathieson & Co. undertakes a variety of market research instructions for clients. This may involve:

Extensive primary research
Peer reviews
Detailed statistical and other analysis
Benchmarking to agreed comparators
Single or periodic reporting