Investment Consulting
Creating a sound basis for decision-making
Our clients benefit from our long-standing, comprehensive real estate expertise and proprietary market data.
In its Investment Consulting division, Wüest Partner advises and supports institutional investors in the strategic planning and implementation of their property investment portfolios. With the real estate private equity, real estate private debt, and real estate securities asset classes, Wüest Partner pursues a holistic approach that considers both equity and debt investments.
Our consulting services focus on the value chain in the investment sector:
- Structural analyses of funds and entire portfolios
- Performance analyses from individual properties to entire portfolios
- Cost analyses from individual properties to entire portfolios
- Manager reviews to assess management quality
- Development of recommendations for action to improve portfolio structure
- Development of recommendations for action to optimize portfolio risk/return structure
- Development of investment strategies considering client-specific objectives (e.g. sustainability requirements, liquidity aspects, etc.)
- Formulation of investment guidelines
- Planning and implementation of structured selection processes for:
- Portfolio management company and custodian selection
- Asset manager selection
- Selection of other service providers (e.g. ESG consultants)
- Preparation of second opinions on managers’ investment proposals to scrutinize and check investment rationale plausibility
- Ongoing mandate monitoring via regular asset management reviews
- Quarterly asset management report preparation
- Performance benchmarking
- Participation in investment committee meetings
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