Transaction Advisory

Transaction Advisory

Purchase and sale of investment properties in Switzerland

Wincasa is Switzerland's leading integrated real estate service provider. We support investors, owners and developers throughout the entire real estate life cycle – from investment strategy and due diligence to closing.

83
CHF m
Assets under Management
1.6
CHF m
Transaction volume (5 years)
10
CHF m
Sales Track-Record
Transaction consulting for real estate – real estate transactions with Swiss precision

Transaction consulting for real estate – real estate transactions with Swiss precision

We guide you from strategy to signing – efficiently, legally compliant and in a structured manner. The combination of market proximity, expertise throughout the entire life cycle and interdisciplinarity ensures transparency, reliability and better land prices, especially for complex real estate projects.

Service packages

Property purchase (investment)

  • Deal sourcing, direct or indirect, asset or share deal
  • Location, market and potential analyses
  • Technical and legal due diligence
  • Usage and project design
  • Construction cost calculation, scheduling

Property sales (sell-side/marketing)

  • Strategy consulting & litigation
  • Identification of value drivers & target groups
  • Sales documentation & data room
  • Deal structuring & market approach
  • Contract drafting & negotiation

Property valuation

  • Asset classes Residential, office, retail, industrial & logistics, development sites
  • Market value assessment & second opinion
  • Market & location research
  • Tax
  • CapEx planning
  • ESG & sustainability

Strategic planning

  • Feasibility studies (SIA phases 11 & 21)
  • Clarification with authorities
  • Coordination of planners
  • Organisation of study assignments
  • Project management on behalf of the client
  • Stakeholder management
  • Structuring & financing
  • ESG risks & opportunities

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Our Unique Selling Proposition

 

Integrated service portfolio
Through services covering the entire property lifecycle, which increase transparency for buyers and sellers and minimise risks.

Extensive network throughout Switzerland
Through many years of activity in the Swiss property market.

High level of market, technical and professional expertise
Through a solid track record in a wide variety of constellations and complex construction projects.

Expertise in project development
Through development activities in various industries.

High quality standards
Through high standards, digital processes and continuous quality control.

Comprehensive transaction advice as the key to real estate success

Comprehensive transaction advice as the key to real estate success

Comprehensive transaction advice for real estate means professional support when buying or selling investment properties. Thanks to the holistic services offered by Wincasa and Implenia, as well as their practical knowledge and expertise in transaction advice, you get a comprehensive view of a property's characteristics and potential from a single source.

Our customers benefit from the following areas of expertise:

  • Planning and implementation of construction projects on brownfield and greenfield sites
  • Purchase and sale processes for real estate properties with development potential
  • Revitalisation or conversion of old properties
  • Construction and conversion projects as well as structural, commercial, ESG-compliant and operational renovation of residential and commercial properties
  • Initial and re-letting of residential, commercial and mixed-use properties, as well as the operation of shopping centres, including the development of conversion, marketing and repositioning concepts in all regions of Switzerland

By drawing on the knowledge and services of the entire Implenia Group, we ensure consistently high quality in the preparation and execution of real estate transactions. This includes an objective and professionally sound analysis of the properties, which ensures maximum transparency, quality, security and satisfaction for sellers and buyers alike.

Transaction Advisory stands for a consistently holistic approach to real estate. With an integrated offering covering all phases of a property's life cycle, tailor-made transactions are implemented successfully and to the satisfaction of all parties.

Our promise to our customers: Maximum transaction security, efficient processing, maximum sales revenue.

This is how transaction consulting works at Wincasa

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1. Analysis
First, the property and its location context are thoroughly examined. This includes reviewing the property data, conducting a location and market analysis, and evaluating the property using the DCF method.
Objective: To obtain a comprehensive picture of the property as a sound basis for decision-making.
2. Strategy
Based on the analysis, we develop a tailor-made marketing strategy for the property. Among other things, we define the target group, the desired sale price and the appropriate deal structure. We also plan the transaction process with clear milestones and set a timetable.
Objective: To develop an optimal marketing concept that ensures the best possible sales success.
3. Offer
Finally, we summarise all services, fees and the schedule in a transparent offer. This provides clarity about the process, costs and responsibilities.
Objective: To define clear agreements and ensure a smooth process.
Transaction Advisory stands for a consistently holistic view of a property. With an integrated offer covering all phases of a property's life cycle, tailor-made transactions are implemented successfully and to the utmost satisfaction of all parties.

Transaction Advisory stands for a consistently holistic view of a property. With an integrated offering covering all phases of a property's life cycle, tailor-made transactions are implemented successfully and to the utmost satisfaction of all parties.

Transaction advice is worthwhile

Transaction advice for real estate is useful if you want to professionally secure the purchase or sale of real estate, structure complex projects or handle legally demanding transactions. You benefit from professional advice, market knowledge, legal certainty and efficient processing.

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References of successful property transactions

The results of our transaction advisory services are impressive.

Pratteln, Bredella Areal


Project development W&G
Share Deal

Luzern, Himmelrich

Project development W&G
Asset Deal

Basel, Hüningerstrasse

Residential project development
Asset Deal

Zürich, Dohlenweg

Residential project development
Asset deal including TU works contract

Winterthur, KIM Wohnen

Residential project development
Asset deal including TU works contract

Get in touch with us

Get in touch with us

 

Non-binding initial consultation: Let's discuss your mandate.

During an initial personal consultation, we will discuss potential opportunities, the right timing and the appropriate deal structure together, so that you can gain a good overview of your options.


Marc Ruppli

Head Transaction Advisory
MAS Real Estate Management HWZ
BA, Bauprozessmanagement BFH 


Gerwin Schüffl

Senior Transaction Manager
MSc. Bauingenieurwesen (RWTH)


Cyrille Leuzinger

Transaction Manager
BSc. Betriebsökonomie ZF

Contact form Transaction Advisory