Our Services

RE Wealth Management

Analysis, optimization, dynamic management and constant monitoring of the real estate assets

  • KZ RE Data Analysis System
  • Asset Management
  • Agency
  • Advisory
  • Asset Protection Management
  • Estate Planning

RE Data Analysis System

An analysis model which can be constantly consulted due to its daily update. It gives an overall representation of any real estate portfolio, and of its related economic-financial information, risk-analysis, aiming for a constant monitoring and optimization.

  • Portfolio analysis
  • Management of the portfolio mix
  • Financial analysis
  • Business planning
  • KZ RE Data Analysis System
  • Asset Management
  • Agency

RE Asset Management

Strategic management of real estate assets to optimizing the revenue-generation and efficiently implementing corrective and improvement actions. Unbundling of movable and real estate resources and strategic analysis for the allocation.

  • Portfolio analysis
  • Management of the portfolio mix
  • Financial analysis
  • Business planning
  • Study for new investment strategies
  • Assets unbundling
  • Reconversion of real estate assets
  • Analysis and allocation of movable resources
  • Investment advisory

Agency

Services for the conclusion of sales agreements, and lease contracts with high performance.

  • Sale/purchase mandates
  • Negotiations management
  • Search of new tenants
  • Proxy for negotiations
  • Authorized real estate trustee agency

Asset Protection Management

Solutions for the protection of your own assets, based on an accurate risk assessment to identify and evaluate potential risks, proposing appropriate measures.

  • Evaluation
  • Portfolio analysis
  • Advisory
  • Fiscal consultancy
  • Creation of investment vehicles
  • Funds creation
  • Trust creation
  • Gestione del mix di portafoglio Management of mix of portfolio
  • Direction and administration

Pianificazione successoria

A strategic model for the planning and management of generational passings, focusing on real estate assets but coordinating it with the other elements of the overall capital.

  • Evaluation
  • Portfolio analysis
  • Advisory
  • Fiscal consultancy
  • Creation of investment vehicles
  • Funds creation
  • Trust creation
  • Gestione del mix di portafoglio Management of mix of portfolio
  • Direction and administration

Project & Development Services

Integrated system and consultancy for the development of new products

  • Identification of locations for investment
  • Choice of intended use
  • Business plan
  • Financial analysis
  • Assistance in project and strategic choices
  • Commercial planning
  • Debt Financial structuring
  • General Contractor

Fund Management

Management of real estate investment funds

  • Search of investment products
  • Operational management
  • Financial management
  • Asset allocation
  • KZ Data Analysis System

Business Partner in Fund & SPV Creation

Keller Zable Lux is an independent partner for the creation of funds and SPV particularly for the Luxembourg, Swiss and Italian law. The clients or partners will be assisted from the initial stage to the creation of investment vehicles.

  • Search of investment products
  • Operational management
  • Financial management
  • Asset allocation
  • KZ Data Analysis System
scritta real

Contacts

MAIL info@kellerzable.com
WHERE Viale Franscini 30
Lugano CH
PHONE +41 91.921.10.86