Transaction advisory: the decision before the transaction
Most property transactions fail not because of the market but because of preparation: an unclear decision basis, a financing question asked too late, a process that burns buyers instead of binding them. Transaction advisory starts before that — as a service in its own right, regardless of whether the outcome is a sale, a purchase or a deliberate decision to wait.
What transaction advisory means with us
We advise owners, developers and investors in the phase in which the essential course is set: sell or hold? Single asset or portfolio? Asset deal or share deal? Forward structure or wait for completion? Which price range is realistic — and with which buyer universe?
The result is not an opinion but a decision basis: location and asset analysis, use and exit scenarios, capital structure, timetable, risks. In a form that an investment committee, a bank or a group of shareholders can read without translation.
Sell side: leading the process rather than enduring it
On the sell side we structure the entire process — from preparing the data room and selecting buyers by acquisition profile to Q&A, negotiation and signing. Off-market, within a small qualified circle, with a clear cadence. The difference to pure brokerage: we are involved before the first buyer contact, not only afterwards.
Where it makes sense we deliberately separate advisory and brokerage: the decision basis is produced for an agreed fee, independent of a later sale. This keeps the recommendation free — even when it reads “not now”.
Buy side: acquisition review with market insight
For investors we review acquisition opportunities with the eye of someone who knows the sell side: is the price market-based or merely well packaged? Does the lease carry the story? What alternative use remains if the anchor tenant leaves? Where can terms be renegotiated — and where not?
This includes the financing side: which capital structure suits the asset, which bank or syndicate will carry it, and what the data room must look like so that the credit decision does not become the bottleneck.
For whom — and for whom not
For developers who want to secure the exit early. For portfolio holders and family offices that need an honest assessment before a sell-or-hold decision. For investors who want acquisitions reviewed with a second pair of eyes. For banks and lenders that need a partner in a special situation who understands both sides.
Not for those seeking only a quick free valuation — portals exist for that. Our advisory is a service in its own right with an agreed scope, Germany-wide, with a focus on southern Germany.
Frequently asked questions
What distinguishes transaction advisory from brokerage?
Brokerage begins with marketing and is paid on success. Transaction advisory begins before that: with the decision basis, structure and process planning — and is remunerated as a service in its own right, regardless of whether a transaction eventually takes place. The two can build on each other but need not.
How is the advisory remunerated?
Agreed in advance — as a fixed fee for a defined scope or as a retainer for ongoing support. The first conversation and initial assessment are free of charge. We disclose roles and remuneration before the start, including where we later act on the sell and buy side.
Do you also work on the buy side?
Yes — acquisition review, renegotiation and financing structuring for investors are core activities. Investors can register their acquisition profile with us; we then get in touch only when a mandate genuinely fits.
In which regions are you active?
Throughout Germany, with a focus on southern Germany and our office in Würzburg. Selected projects we also accompany elsewhere in Europe.