Portfolio and asset management for a Swiss investment foundation

AREA provided the following services:

• Active development and implementation of portfolio and property strategies

• Development and implementation of efficient reporting and controlling instruments

• Reporting to the management and the board of trustees

• Management of the annual valuation process

• Reporting (quarterly and annual reports)

• Liquidity planning

• Preparation of portfolio budgets and multi-year investment plans

• Implementation of growth strategies for different portfolios (residential and commercial properties) and processing of purchases and sales

• Conducting feasibility studies for existing properties

• Initiation of development and construction projects including support during execution

• Development of innovative products (residential and commercial properties)

• Leading and supervising the property management