Services for banks, asset management companies, investors, public administrations and corporate clients in the real estate sector, covering technical analysis, regulatory compliance and transaction support
Real estate Technical Due Diligence provides a comprehensive understanding of assets through on-site, documentary and regulatory checks, supporting decisions relating to acquisition, management, value enhancement and disposal. The service is applied during the acquisition and asset life-cycle management phases, providing useful information for risk assessment, cost and timing definition, and negotiation support. The approach integrates multidisciplinary analyses and tailor-made activities based on the client and project requirements.
Real estate Technical Due Diligence
The service covers the following areas of analysis:
Regularization and amnesty procedures, preparation of authorization and certification documents
The service covers the following operational areas:
Building permits and construction compliance
Energy performance
Documentary compliance
Data Room organization and management
The service covers the following documentary areas: title, encumbrances, restrictions and charges, cadastre, building permits and construction compliance, urban planning, occupancy status, building systems, environment, fire prevention and energy performance.
Certifications and declarations
The service includes the issuance and management of the following certifications and declarations: Urban Planning Certificate (CDU), cadastral certification pursuant to Law 122/2010, as amended, and declaration of building compliance.
Surveys, BIM, geometric and building systems surveys
Area and quantity calculations
The operating approach is based on a structured process of progressive analysis organized into phases, including document review, site inspections and in-depth investigations, aimed at identifying liabilities and quantifying the risks associated with the asset. Activities are developed across technical, environmental, building systems and regulatory areas, with levels of detail calibrated according to the project. The service integrates field checks, document management and technical support, ensuring consistency with the regulatory framework and continuity between the analysis, design and execution phases of the interventions.
Real estate Technical Due Diligence is an analysis process that combines checks on the physical condition of the property with documentary and regulatory reviews. It identifies critical issues, risks and liabilities, supporting informed decisions in acquisition, sale, management or value enhancement transactions. It is an essential tool for assessing costs, timing and the necessary interventions.
Phase 1 includes document review and visual site inspection without invasive investigations, useful for an initial risk assessment. Phase 2 further investigates the aspects identified through technical, environmental and structural analyses, defining actual risks and corrective actions. The two phases are complementary and scalable according to project requirements.
Environmental Due Diligence analyses elements such as soil and subsoil, the presence of asbestos and man-made vitreous fibres, radon gas, underground tanks and waste management. The objective is to identify potential environmental liabilities, estimate intervention costs and define actions for alignment with current regulations.
The service is applied during the acquisition, management, value enhancement and disposal phases of the property. It supports strategic decisions by providing technical and regulatory information, contributing to risk management and the planning of interventions throughout the entire asset life cycle.
The Data Room enables the collection, organization and digitization of the property’s technical and administrative documentation. It includes information on title, restrictions, urban planning, building systems and environment, ensuring transparency and data accessibility in support of analysis, valuation and negotiation processes.
Cadastral and building regularization activities, together with certifications and declarations of compliance, make it possible to align the property with current regulations. This process reduces legal and operational risks and ensures the documentary accuracy required for sale, lease or asset management transactions.
