Asset Trade Support for Non-profit Institute

Key Objectives

  • Assess impact of trading RE assets for shares of a soon-to-be public REIC
  • Prepare paper substantiating the trade for governance purposes as non-profit institutes are bound in terms of investing and risk taking

Our Approach

  • Map and present RE asset portfolio
  • Review best practices for real estate asset management for non-profits
  • Collect real estate asset yields under various schemes
  • Present REIC landscape in Greece and review their performance
  • Consider risk management implications as well as economies of scale
  • Identify alternative strategies and evaluate based on a set of criteria

Impact for our Client

  • The regulator approved the trade proposed by our client that successfully traded the assets for shares that substantially increased in value after the IPO