OUR OTHER
ADVISORY SERVICES

OVERVIEW

In today’s rapidly evolving real estate landscape, adept guidance is indispensable for stakeholders navigating the complexities of property investment. As a seasoned real estate advisory firm, we specialize in crafting bespoke strategies that seamlessly merge technical proficiency with commercial acumen.
Our mission is to empower clients to optimize their portfolios amidst the dynamic fluctuations of the market. With a keen understanding of emerging trends, regulatory nuances, and financial intricacies, we offer tailored solutions that not only mitigate risks but also capitalize on lucrative opportunities.

OVERVIEW

Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.

It operates with an annual mortality charge system, which means it doesn’t front-load costs. This
payment structure ensures that your assets are utilized efficiently to maximize both your wealth and the
coverage it provides.

OVERVIEW

Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.

In a departure from conventional holding structures, the insurance company becomes the
Ultimate Beneficial Owner (UBO) of the policy account and its underlying investments. This
arrangement offers distinct benefits in terms of asset protection and estate planning

OVERVIEW

Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.

Under TAPE, the insurer establishes an account in its own name. The client’s funds are then
invested according to a pre-defined investment strategy and risk profile, ensuring professional
management.

OVERVIEW

Elevate your wealth with TAPE (Tax, Asset Protection, Privacy and Estate Planning) a globally
recognized Asset Structure, ensuring tax benefits and succession planning.

TAPE’s hallmark feature is that the client owns and reports back an investment-linked insurance
policy. This strategic approach offers a wealth of opportunities for securing one’s financial future.

Real Estate Advisory

Significant Life Cover

Our mission is to empower clients to optimize their portfolios amidst the dynamic fluctuations of the market. With a keen understanding of emerging trends, regulatory nuances, and financial intricacies, we offer tailored solutions that not only mitigate risks but also capitalize on lucrative opportunities.

Annual Mortality Charges

It operates with an annual mortality charge system, which means it doesn't front-load costs. This payment structure ensures that your assets are utilized efficiently to maximize both your wealth and the coverage it provides.

UBO

In a departure from conventional holding structures, the insurance company becomes the Ultimate Beneficial Owner (UBO) of the policy account and its underlying investments. This arrangement offers distinct benefits in terms of asset protection and estate planning

Insurer-Led Investment

Under TAPE, the insurer establishes an account in its own name. The client's funds are then invested according to a pre-defined investment strategy and risk profile, ensuring professional management.

Investment-Linked Insurance Policy

TAPE's hallmark feature is that the client owns and reports back an investment-linked insurance policy. This strategic approach offers a wealth of opportunities for securing one's financial future.

We specialize in offering extensive strategic advice within the real estate sector

Guiding real estate stakeholders with customized strategies, merging technical and commercial expertise to optimize portfolios in dynamic markets.

Benefits or Why Choose This Service of Particular Service

Real Estate Valuation Advisory

FACILITATE VALUATION REVIEWS FOR FINANCIAL REPORTING PURPOSES

We meticulously assess asset values for accurate and compliant financial reporting, with a focus on real estate, supporting transparency and informed decision-making.

PROPERTY PORTFOLIO
VALUATION ANALYSIS

Our experts evaluate elements such as location and market conditions, leveraging our expertise to optimize investments and effectively manage portfolios to maximize returns.

700+

PROCESSED VISA

65+

PROCESSED VISA

1000+

PROCESSED VISA

WHAT OTHER SERVICES WE OFFER?

Data Analytics & Market Analysis

Benchmarking Analysis
We evaluate the performance of real estate assets against industry standards, enabling clients to gauge their competitive position.
Market Intelligence
Our thorough examination and analysis of present market trends guarantee that clients remain well-informed about the industry.
Real Estate Portfolio Analytics
We utilize data analysis and financial modeling to evaluate the effectiveness of your real estate portfolio. This involves the assessment of your property values, rental income, market trends, and possible risks.

Real Estate Advisories

Real Estate Due Diligence

Our dedicated team is committed to providing Real Estate Due Diligence thorough and
meticulous assessments through robust due diligence processes, ensuring informed decision-making in real estate transactions.

Transaction Support

Our support includes expert assistance in structuring transactions, conducting financial analyses,and navigating legal considerations for optimal outcomes.

Go-to-Market Strategies

Our team excels in formulating tailored to optimize the value of real estate assets by strategically positioning them in dynamic market conditions.

Facilitate Valuation Reviews for Financial Reporting Purposes

We meticulously assess asset values for accurate and compliant financial reporting, with a focus on real estate, supporting transparency and informed decision-making.

Property Portfolio Valuation Analysis

Our experts evaluate elements such as location and market conditions, leveraging our expertiseto optimize investments and effectively manage portfolios to maximize returns.

Benchmarking Analysis

We evaluate the performance of real estate assets against industry standards, enabling clients to gauge their competitive position.

Market Intelligence

Our thorough examination and analysis of present market trends guarantee that clients remain well-informed about the industry.

Real Estate Portfolio Analytics

We utilize data analysis and financial modeling to evaluate the effectiveness of your real estate
portfolio. This involves the assessment of your property values, rental income, market trends, and possible risks.

Development appraisals / Feasibility studies

We equip you with the necessary information to make informed decisions about progressing a development project, taking into account its financial viability and alignment with strategic objectives.
Our services encompass financial modeling, risk assessment, site analysis, and advisory
recommendations on project feasibility.

Highest & Best Use Analysis

We offer insightful advice following a thorough examination, conducting a Highest & Best Use
Analysis that serves as a cornerstone in identifying the optimal use to maximize your property’s value.

Objective Assessment of Business Plans

Our goal is to offer you a comprehensive understanding of the strengths, weaknesses,opportunities, and threats associated with your business plans.

Financial Modelling

We employ sophisticated techniques and comprehensive analysis to develop intricate financial models, exploring revenue projections, expense forecasting, and investment scenarios for a dynamic representation of potential financial outcomes.