Real estate asset management services
Real estate asset management and strategic consulting for corporate expansion
We work on all types of properties, including new builds, second-hand properties, land, and real estate developments.
Specialists in preserving, optimizing, and growing your real estate legacy
At Rosa Ramón - Patrimonio, we offer comprehensive real estate asset management services for wealthy families, family offices, and companies with significant real estate assets. Our goal is to ensure sustainable profitability, consistent operational efficiency, and an orderly transition of assets between generations. We act as trusted managers, with a professional, multidisciplinary approach fully tailored to each client.
Inventory and Asset Diagnosis
The first step in effective asset management is to thoroughly understand its composition and condition. We perform a comprehensive and up-to-date analysis of your real estate assets:
- Detailed property inventory, including information on location, use, ownership, encumbrances, and urban planning status.
- Professional appraisal of each property, both at market level and in terms of tax and accounting value.
- Document and legal review: deeds, contracts, licenses, property tax, community property tax, occupancy certificates, etc.
- Analysis of the profitability, occupancy, and improvement potential of each asset, identifying opportunities and risks.
This diagnosis constitutes the basis for making informed and strategic decisions.
Strategic Consulting for Corporate Expansion
We drive business growth by locating and acquiring high-potential real estate assets, whether through purchase or long-term lease.
We work with hotel chains, food groups, retail brands, service providers, and real estate developers, providing high-level insight, analysis, and negotiation.
Our services include:
- Identification of strategic locations.
- Access to off-market opportunities and direct management with owners and institutions.
- Economic, urban, and commercial feasibility studies.
- Comprehensive negotiation and support throughout the entire process.
We connect expansion and profitability. We turn locations into valuable assets.
Economic and Financial Management
We manage your assets with a long-term economic vision, focused on profitability and financial control:
- Net profitability analysis for each asset and the portfolio as a whole.
- Management of income and expenses derived from rentals, services, and maintenance.
- Preparation of annual budgets, cash flow forecasts, and deviation monitoring.
- Customized financial reporting, with relevant KPIs: occupancy, cost/m2, cash flow, return on investment.
This financial management allows you to make data-driven decisions and adapt to market conditions.
Contractual and Legal Management
We ensure the legal security of your assets, ensuring clear and well-managed contractual relationships:
- Drafting and renewing leases in all forms (residential, commercial, logistics).
- Management of expiration dates, rent reviews, deposits, guarantees, and collections.
- Resolution of incidents and disputes, including non-payments, evictions, mediation, and arbitration.
- Real estate legal advice and updating of current regulations.
We work in coordination with your attorneys or our legal team to ensure comprehensive protection.
Strategy and Asset Optimization
We develop a comprehensive real estate strategy tailored to the objectives of each family or business:
- Portfolio restructuring: sale of non-strategic assets, concentration, or diversification.
- Identification of investment opportunities, with feasibility studies and due diligence.
- Tax-efficient divestment planning and capital reinvestment.
- Own real estate development: land development, changes of use, asset expansion.
Our focus is on growing your assets sustainably and professionally.
Transparency and Personalized Reporting
We offer a service based on transparency, clear information and continuous monitoring:
- Customized periodic reports, tailored to each client's needs.
- Dashboards with key indicators, presented clearly and visually.
- Strategic follow-up meetings, where results are analyzed and decisions are made with rigor.
We believe that information is power, and we make it available to you in the most detailed and clear way.
Technical and Operational Management
We ensure that your assets are in perfect technical and operational condition, guaranteeing their preservation and value over time:
- Coordination of renovations, renovations, and improvement works, with technical monitoring and quality control.
- Supervision of suppliers and technical services: cleaning, gardening, security, facility maintenance, etc.
- Planning of preventive and corrective maintenance, optimizing costs and avoiding deterioration.
- Regulatory compliance: technical inspections (ITE), energy efficiency certifications, accessibility, local and regional regulations.
Our goal is to preserve the physical value of assets and avoid technical or legal contingencies.
