Investor Services

Investment Consulting

Residential and commercial investments
Asset management and performance analysis.

The three key values applied to target our investor's service are legacy, longevity and leverage. In addition, investing strategies and options sought and developed are those based on the consideration of future economic, environmental and social developments.

Our view is to serve the investor to persist in being competitive, ambitious, well-balanced, ethical and successful; our objective os to help in generating further, sustainable, long term success. See below for a deep insight into the level of sophistication applied in formulating causative, investing strategies to mitigate risk and encapture key market opportunities.

The Mountesque Market Reports

Innovation and Diversification

When 90 - 95% of the investor market follows one another, duplicating investor behavioural patterns, we support the intelligent investor to act as an iconoclasts; contrarians; defying mass trends to seek opportunities from a creative and independent perspective. This is accomplished with the emphasis placed on generating effective data sets that bring about a balanced and accurate view on economic, market, technological and cultural developments.

Market and Economic Analysis

Expert evaluation of markets. recognition of trends and prediction of market movements.
Dedicated advocates of innovative, dynamic business models, real, accurate intelligence to guide clients and customers with market and business intelligence.
Prolific researcher and networker.
Business, market and competitive intelligence.
Identifying real estate opportunities through advanced and accurate market intelligence.

The investing Mandate

Investors, Investing and Investments

Is there an asset you would like to sell?

Is there an asset you would like to purchase?

Our off market operations restrict the broad advertising of assets and the blind advertising to prospective investors. Our approach to clients is direct and in accordance to specific, prescribed, pre-ordained requirements and aims. Client mandates are authored on the basis of long term programs written for the optimisation of real estate portfolios.

We offer real estate consulting for the purpose of investing and lifestyle management, orienting consultations on either the enhancement of financial benchmarks or the pre - determination of personal and familial objectives, such as the cultivation of longevity in familial wealth through asset growth and the progressional transfer of wealth to future generations. These two orientations, of investing and lifestyle are not interchangeable. As experts on locations, assets and living, we advise in accordance with either commercial or lifestyle perspectives.

Investing Strategy

Having observed multiple markets, having built an understanding of market behaviour; including the fundamental principles of the causes, effects and ideals in the market and economy, as well as related future risks, future opportunities; we're consulting on strategies to expand, enhance, strengthen and innovate on real estate assets, based on their locations, their development potential and assessments on their current levels of demand, diversity and quality.

Chargeable Services

We value our relationships and thus place our costs on the management of portfolios and successful completion of transactions; with focus aimed towards portfolio optimization and the retaining of quality assets, for the long term.

Open Market Transactions

Open market transaction involve public marketing and where assets are of a high profile nature, advertising such assets attracts attention and curiosity. Those these can be managed with effective control, discretion is ultimately lost and the identification of the company, executive or private individual is to some degree exposed. We are experienced and disciplined enough to ensure that exposure is kept to a minimum as we ensure confidentiality agreements, as well as checks to qualify the buyer.

Open market transactions for the buyer impose little disadvantage but the main is that there is increased competition.

Open market transaction costs: 1.85%

The open market transaction is funded by the seller, including advertising and Mountesque's agency fee of 1.85% plus value added tax.

Off Market Transactions

Off market transaction: providing benefit to both buyer and seller in the form of discretion, simplicity and better control for both parties but in order to achieve the success of an off-market transaction, precision marketing strategies are adopted by our team, to reach the correct buyer, with the correct asset from the in-market seller.

We are taking instructions only from a buyer or seller but never both. The fee is payable by the party that has issued the instruction.

Off market transaction costs: 2.5 %

Property Management

Now that the property is held within the portfolio, it's performance needs to be matched with it's potential, possibly engaging the need to develop the property or to hold in order to benefit from growth trends for that type of asset. If demand grows then so does it's income potential. We provide statements to both landlord, tenant, accurately collect and distribute rental funds whilst also managing and paying contractors for regular property maintenance.

Standard portfolio and asset management costs : 12% on rental income.

Management Mandates

Management mandates supervise the organisation and delivery of sales campaign, for either a single or package of multiple assets as part of a portfolio.

Such mandates include Master Agency where Mountesque will act as the senior agent to delegate agency mandates to suitable, competent agents. We're a meticulous organisation in our infrastructure standards; permitting a superior ability manage complexed or sensitive projects.

investment Acquisitions

The top 10% of successful investors are differentiated by their application of sophisticated strategy and are equipped with intelligence spanning across markets, to monitor market activity, including competition and product innovation.

After strategy, investors must develop their assets in accordance with market trends and competitive behaviour, to generate stable growth in capital value and income, allowing the leverage of potential against and for the markets.

With the strategy formulated and established; purchasing options will include whole residential or commercial buildings, or those of diversed, mixed use.

Analysis of Lifestyle and Investment Assets

Capital Growth Factor

The primary factor of investment analysis is potential future value, incorporating an analysis on

Geographic infrastructure, for either lifestyle or business activities.
Geographic competition with other, alternative locations.
Rate of Capital Growth
Potential for development and optimisation for contribution towards portfolio optimisation.
Potential opportunity and risk for the realisation of profits (assessing the the potentials in asset marketing strategies and the management of such campaigns).

But we’re managing portfolios and would advise you on the timely sale that safely transfers ownership and gives the maximum potential in sales value.

Income Factor

The second factor of investment analysis is income, evaluating the potential flow of income to ensure coverage for

the cost of investment,
potential future risks (loss in capital value, vacancies).

Income can be evaluated by methods such as future value of cash flows, Discounted Cash Flow Analysis and other methods relevant to the type of investment being analysed.

Risk Factor - Evaluating Risk in Investment

Risks are inherent in every investment proposal and by keeping track of the various risk factors in an environment; we can measure against the opportunity being presented, applying

A conservative approach towards opportunities, we work with
Certainty, based on knowledge logic
Eradication of investment evaluations shortcuts
A logic versus logic approach
Analytical view on the present risk.

If risk factors are high, this should be influential on the policies for portfolio management, allowing for the development of defensive policies and strategies. The formula used to evaluate risk: Rate of occurrence x the impact of the event = Risk

Summary on Investment Analysis

We can evaluate any investment proposal beyond real estate. Risk evaluations are completed on a case by case basis; the approach and method used in one case may be applicable to that location, that asset class or that particular industry as we can also assess a business investment.Our evaluation methods are universal in application.