Future-oriented real estate strategies for operating properties (CREM) and for investment properties (REIM)
With a real estate strategy, you define the direction of travel for your building stock in the connected, sustainable world of tomorrow. It lays down the principles for development and defines your approach to potential construction projects as well as the management and maintenance of existing properties to support your growth or return targets.
- Carrying out PESTEL, trend, gap or materiality analyses (optional)
- Analysis of spheres of influence
- Carrying out condition and demand analyses as well as space forecasts
- Development of a make-or-buy strategy
- Development of risk minimisation strategies
- Definition of fields of action
- Development of portfolio and property strategies
- Preparation of a roadmap including implementation planning
A real estate strategy ensures that the real estate portfolio of companies or the public sector is used, developed and managed in a targeted and effective manner. It serves the board of directors and the management or the responsible offices and commissions as a relevant tool for questions regarding space requirements planning, investment planning, financing, life cycle costs, space standards or the marketability of individual properties and creates a common understanding of the existing or planned buildings, their development and the overarching goals.
A real estate strategy is thus essentially dependent on the corporate strategy or the cantonal guidelines and sets the framework for further strategic initiatives such as a sustainability strategy. In many cases, it is therefore worthwhile to identify in advance new influencing factors, trends and technologies that have an impact on the real estate portfolio. Especially in reviews of existing real estate strategies, megatrends and developments that have not been addressed so far can be included in the revision.
We distinguish between real estate strategies for operating properties and for investment properties.
Real Estate Strategies for Corporate Real Estate Management (CREM)
In real estate strategies in Corporate Real Estate Management (CREM), we focus on the effective use of your resources and space. We analyse which services you provide yourself and which you purchase («Make or Buy»), check the condition of your existing properties and determine your current and future space and room requirements. Finally, we derive a strategy for your real estate portfolio and the individual properties.
The strategic principles defined in this strategy ensure the ecological and economic development of the real estate portfolio and influence the portfolio, construction and facility management. As a rule, commercial management (tenancy agreements, usage agreements, service agreements, etc.) and operational FM services are also based on the guidelines defined in the real estate strategy. In the course of the digital transformation, information on controlling, data management, investment planning or value preservation planning is also common today.
Real Estate Strategies for Real Estate Investment Management (REIM)
A real estate strategy for investment properties focuses on a systematic approach to the acquisition, management and sale of your properties with the aim of achieving the highest possible return. To do this, we first determine which type of properties in which regions are relevant for you and align our analyses with your growth and return targets.
We support you in defining KPIs and targets for real estate investments, identify and assess the associated risks and develop strategies to minimise risks. We evaluate suitable properties based on a range of criteria such as location, condition, potential rental income and long-term performance.
Portfolio & property strategies
Based on the specifications defined in the real estate strategy, we determine the strategy for a sub-portfolio by property type or individual properties.
In a portfolio strategy, we focus in particular on the way your properties are managed to achieve certain goals. This can include maximising returns as well as diversifying your portfolio or reducing your risks. The focus is on structuring the portfolio. This includes an exit strategy, which determines when it is worthwhile to part with a property if it no longer fits into your portfolio.
In the property strategy, we determine how each individual property in your portfolio is managed. This is about the specific characteristics of the property, for example hold, develop, or sell.
Do you have any questions? Our experts are happy to help.