Strategic asset and portfolio management
What does our strategic management service involve?
Our strategic asset and portfolio management service begins with active listening: we analyse each property along with its fiscal, urban, and market context to determine the role it should play within your overall wealth. Based on this diagnosis, we define a long-term plan with measurable goals for profitability, liquidity, and sustainability. We don’t apply standard formulas; every decision is backed by verified data, local benchmarks, and an international outlook.
We coordinate valuations, technical audits, and tax optimisation, structure appropriate financing, and oversee the execution of improvement works or tenant turnover. All information is integrated into a digital dashboard you can access at any time to anticipate risks and opportunities. Our team acts as a conductor: coordinating lawyers, architects, and operators without conflicts of interest, preserving the confidentiality of your data and the independent judgment that sets Rosa Ramón – Wealth apart. We also review key milestones in the plan to adjust for legal changes, ensuring lasting value.
Who is it for?
Our service is designed for those managing real estate wealth with a long-term vision, who demand professional oversight, sustained returns, and absolute confidentiality. Whether you manage multiple properties, lead a family office, or represent an institutional investor, you'll find in us an independent partner who aligns every decision with your wealth objectives.
Private owners with multiple properties
Owners of two or more properties looking to maximise rental income, reduce burdens, and plan the future of their wealth with comprehensive professional oversight.
Family offices and family wealth managers
Family offices and family wealth managers seeking a global strategy, fiscal control, and orderly succession, with continuous reporting and clear, confidential communication.
Institutional and corporate investors
Institutional and corporate investors aiming to optimise portfolios, meet ESG criteria, and receive rigorous reporting for swift, informed decisions.
Steps to hire our service
We analyse your assets, objectives, and risks to define a solid strategic foundation—at no initial cost and with no obligation.
We deliver a detailed plan with milestones, KPIs, and a clear budget, designed to maximise the value of your wealth.
We sign the agreement, activate the reporting dashboard, and coordinate all professionals to execute the strategy.
We monitor key indicators, assess early results, and refine the plan to ensure sustained profitability.
How can we help you?
Phone number
Location
Calle Llums, 1, 07013 Palma de Mallorca
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Success stories
A property owner with five holiday apartments in the bay transformed their portfolio towards flexible rentals and professional coliving. We optimised tax efficiency, increased occupancy to 92%, and boosted rental income by 30%. Completed in nine months with swift full occupancy!
Private owner with a holiday rental portfolio
Mallorca
A family with three underused commercial units in the old town converted the building into gastronomic spaces and boutique apartments. We managed permits, sustainable construction, and contracts—doubling annual cash flow in just 15 months!
Family-owned property with commercial units
Mallorca
A small rural hotel left vacant after the pandemic was repositioned as a wellness retreat with an A energy rating. We negotiated green financing, oversaw renovations, and secured management agreements—achieving positive net profitability in the first summer.
Small independent hotel operator
Mallorca
In a mainland capital, we converted an outdated office park into 120 energy-efficient rental homes. We coordinated everything: permits, construction, and market launch. Occupancy reached 98%, and the valuation increased by 22%.
Institutional residential developer
Barcelona
A fund with scattered industrial assets across the peninsula delegated its portfolio. We centralised management, renegotiated leases, implemented digital monitoring, and reduced operating costs by 18%, increasing NOI by 25% in two years.