Strategic real estate advisory means deciding, with figures to back it up, what to do with a property or a portfolio: keep, renovate, densify, convert, sell or acquire. From La Tour-de-Peilz, Immersia advises private owners, families, fiduciaries, foundations and pension funds on the Swiss Riviera, in the canton of Vaud and in Valais.
Compressed yields, energy requirements and rising renovation costs: a building that is merely administered loses value. Our firm works on multi-year assignments to turn a passively held portfolio into a managed asset.
An advisory firm, not a property manager or an agency
The property manager administers, the agency sells, the architect designs, the contractor builds. None of them tells you whether to build, sell or wait. Immersia combines market insight, technical expertise and development experience to give one overall recommendation: secure, optimise, enhance value. Compared with large institutional firms, we offer a local and personalised approach, directly with the founder; compared with traditional brokers, a strategic analysis before any sale, in complete confidentiality.
Our strategic real estate advisory assignments
- Portfolio analysis: technical condition of the properties, investment over five and ten years, yield, energy exposure, keep, renovate or sell decision.
- Pre-sale value-enhancement analysis: whether a permit is needed, whether an additional storey is possible, plot subdivision, change of use.
- Feasibility study: analysis of municipal regulations, building rights, capacity sketch, financial plan.
- Acquisition advice: review of the rent roll, works to plan for, value-enhancement potential, recommendation on the asking price.
- Multi-year support for institutions and companies without a real estate department.
How an assignment works
Free first meeting and written proposal; site visit, collection of documents and costed scenarios; report and presentation with a clear recommendation. You decide; Immersia can then implement: project management, owner’s representation, brokerage or property management.
Assignments completed
- Saint-Laurent district, Saint-Maurice (VS): three-building project redesigned, CHF 2.5 million saved (13%), new permit, marketing relaunched.
- Cour-du-Bourg condominium, Blonay (VD): stalled project made profitable, 12% return on equity, two new mandates from the client.
- Animavet, Châtel-Saint-Denis (FR): original plot enhanced in value, site better suited to the company’s operations found with the municipality, follow-up (owner’s representation) of the fit-out.
- Résidence Charles, La Tour-de-Peilz (VD): owner’s representation at the end of construction, large commercial unit split into three smaller units after a market study, interior fit-out, three commercial leases signed, rental management.
Why choose Immersia for your strategic real estate advisory
- You deal directly with Eric Bilard, former sales director at Losinger and Steiner.
- A certified construction manager, a REG B architect and a USPI-qualified broker work on the same file.
- No commercial ties to contractors, property managers or banks: Immersia works for owners.
Frequently asked questions about strategic real estate advisory
How much does an advisory assignment cost?
The first meeting and the preliminary analysis are free of charge. Fees depend on the number of properties and the depth of analysis; you receive a written proposal.
Do you work with pension funds and fiduciaries?
Yes, for the analysis of their portfolio, keep, renovate or sell decisions and the follow-up of the resulting projects. Assignments cover buildings spread across several municipalities in Vaud and Valais.
What is the difference from a valuation?
A valuation sets a value. Strategic real estate advisory compares scenarios and recommends a decision. We then help you implement it.
Let us talk about your real estate issues
A building, a portfolio or a plot of land: what should be done with it over the next five years? The first meeting is free of charge and confidential. Immersia Sàrl, Grand-Rue 8, 1814 La Tour-de-Peilz, Switzerland, +41 21 501 76 11, info@immersia.ch.