Real Estate Asset Management: Long-Term Strategy & Oversight

Sustain your real estate legacy over time: arbitrage, enhance value, transfer. Quarterly reporting.

Owning 3 or 7 luxury properties without structured management means leaving 30% of potential untapped. Our residential asset management team oversees your entire real estate portfolio over 5 to 25 years: arbitrage, valuations, rental optimisation, routine taxation, progressive succession. Comprehensive quarterly reporting. Fixed fees aligned with portfolio value. It’s the equivalent of a residential family office, without the cost of an internal structure.

In-depth analysis

Initial Asset Diagnosis: 6 Areas

1. Physical inventory: properties, areas, condition, occupancy.

2. Legal inventory: titles, co-ownerships, property companies, usufructs.

3. Tax inventory: wealth tax (IFI), latent capital gains, corporate/income tax of property companies, cumulative property tax.

4. Rental inventory (if applicable): rents, leases, vacancy, claims.

5. Succession plan: children, gifts made, remaining allowances.

6. Financing plan: outstanding loans, rates, insurance, overall leverage.

5/10/25 Year Action Plan

Based on the diagnosis, we establish a strategic plan:

- 5-year arbitrage: properties to sell, properties to acquire, restructuring of property companies. - 10-year valuations: scheduled works, rental repositioning. - 25-year succession: progressive gifts, usufructs, Dutreil real estate pact.

Each scenario is quantified across the three horizons: wealth tax impact, capital gains, succession, profitability.

Quarterly Reporting and Biannual Committee

Quarterly — portfolio status, executed operations, KPIs (gross/net yield, occupancy rate, residual wealth tax), recommendations.

Biannual — in-person committee with your family / tax advisor / private banker: strategic review, action plan adjustment.

Our key engagements

Real Estate Asset Management: Long-Term Strategy & Oversight

Comprehensive initial asset diagnosis

Strategic plan over 5 / 10 / 25 years

Quarterly reporting + biannual committee

Complete independence (no banking retrocessions)

Coordination with notary / tax advisor / private bank

Frequently Asked Questions

Everything you need to know before your project

From how many properties is your service relevant?

From 3 significant properties (> €800K each) or a total portfolio exceeding €4M. Below that, occasional biannual monitoring suffices.

How are your fees structured?

Annual flat fee ranging from 0.15% to 0.35% of the portfolio’s market value, with a minimum of €12,000 excluding VAT per year. Fees for exceptional operations (acquisition, sale, restructuring) are invoiced separately, according to a dedicated scale.

Are you independent from private banks?

Yes. No retrocessions, no remunerated business introductions. Our advice is strictly independent and documented (in line with the MiFID directive).

Can you also manage the rental of my properties?

Pure rental management is entrusted to our "Private Concierge" and "Airbnb Concierge" teams. Our asset management unit oversees the overall strategy, not the daily operations.

What happens in the event of the client’s death?

Our mission includes an inheritance protocol (transfer of the file to the appointed notary, briefing heirs, continuity of management if requested). This continuity is specified from the engagement letter.

Golden Triangle, Saint-Germain, Marais, Monceau: the 4 exceptional Parisian micro-markets.

Learn more

Discuss your project confidentially

A senior advisor will reply within 24 business hours.

+33 3 56 89 46 53

[email protected]

91 route des Romains, 67200 Strasbourg
5 rue des Trois Pics, 67190 Mutzig

Schedule a confidential call

Tell us about your project. NDA available on request.