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Our Offer for Real Estate Entrepreneurs and Promoters Credit Suisse – the Bank for Entrepreneurs Our offer for real estate entrepreneurs and promoters Credit Suisse – the Bank for Entrepreneurs We will support you, as a real estate entrepreneur and as a private individual, in dealing with complex questions during the development of your real estate portfolio and promotions. Investment properties can provide a safe haven We can support you in the decision-making among different investment options. However, process by providing analysis and assisting with in contrast to various financial investments, transactions, as well as demonstrating the managing a real estate portfolio requires dealing implications of different courses of action. We with complex questions. Decisions, the wisdom appreciate that your decisions are relevant to of which can often only be judged in the distant you as an entrepreneur and a private individual. future, need to be made continuously. Our experts will advise you from both perspec- tives to find the optimal solutions. For you as a real estate entrepreneur Succession Purchase/sale and corpo rate structure advice + Real estat e Analysis/ research Inheritance Taxes Financia l For you as a planning private individual 2 Summary Example A real estate entrepreneur with two grown-up children starts thinking about the long-term future of his investment properties. The business is currently operated as a sole proprietorship. This means there are numerous questions and sce- narios to be discussed, such as whether there is the possibility of succession within the family? Selling individual properties? If yes, which ones? Which scenarios have which tax implications? Does the legal structure also fit in the long term? As the Bank for Entrepreneurs for entrepreneurs, we will support you in evaluat- ing and judging different scenarios not only from the perspective of a company, but also, that of a private individual. This is always done in coordination with personal preferences, in order to find the best solution possible. Analysis/research Purchase/sale Succession and corporate structure advice Our services for you: Our services for you: Our services for you: ȷ Fact sheets on all of Switzerland’s ȷ Property valuations from a ȷ Accompaniment and continuous municipalities provide information Switzerland-wide network of support in the succession process, that can help with the decision-mak- appraisers operating in compliance from the vision until after the ing process in relation to residential with Credit Suisse guidelines solution has been implemented real estate ȷ Offer of attractive investment ȷ Consultation on corporate structure ȷ Analysis of larger residential real properties, which we offer discreetly with a focus on tax, inheritance, and estate portfolios in comparison with at the request of our clients other implications Swiss real estate funds, as well as ȷ Solutions for complex real estate portfolios of multi-family dwellings businesses with various involved ȷ Project-specific market and location units analyses, which provide answers to individual questions ȷ Consultation with our real estate economists Inheritance Financial planning Taxes Our services for you: Our services for you: Our services for you: ȷ Our inheritance advisors will show ȷ Analysis and planning of achievable, ȷ Demonstrating scenarios when you how you can shape the future long-term net revenues from your purchasing and selling real estate according to your wishes with lifetime properties or real estate company ȷ Reviewing the optimal structure for donations, wills, prenuptial agree- ȷ Explaining your financial situation your real estate portfolio (direct ments, and contracts of inheritance after retirement versus indirect holding of properties) ȷ Support in the area of adult protec- ȷ Explaining optimization possibilities ȷ Optimizing maintainance of property tion law for the purpose of ensuring in terms of your professional and in terms of tax the management of the business in private retirement provision the event of loss of mental capacity ȷ Demonstrating optimal financing, taking into account your other ȷ Support with the termination of a income and financial situation community of heirs or conversion to a stock company, if necessary, in buying out heirs who are not taking over the business Summary 3 Analysis/research Our Swiss Real Estate Economics experts analyze in detail what is happening on the real estate market and are known for their market-leading studies. We use these studies to provide you with extensive expert knowledge, which we also offer you as a real estate entrepreneur to successfully implement your visions and projects. Analyses of individual markets and locations Expert discussion As a basis for decision-making for large, direct Our Swiss Real Estate Economics experts are real estate investments, we carry out project- available for a simple chat or more detailed specific market and location analyses for you. discussion for specific questions. Get in touch We compile a comprehensive analysis taking with your client advisor. into account different data sources and provide answers to crucial questions, in accordance with your needs. This information allows you to make fact-based strategic decisions and develop your projects effectively or optimize them further. Contact your client advisor for an offer. Example Would you like to construct a larger residen- tial building with retail spaces on the first floor of a central location in one of your neighboring municipalities? We will show you how high the absorption potential in the loca- tion is, which apartment sizes are sought- after, and in which price segment you should position it. With the help of the building application, we can explain in detail which regional developments to expect, and how these can negatively affect demand. Further- more, we discuss the marketability of the retail spaces and identify possible tenants. A concise conclusion summarizes the most important findings as a clearly laid-out foundation for decision-making. 4 Analysis/research We provide the facts, so that your projects have a solid foundation. Summary 5 S a a ar Credit Suisse Fact sheet for residential properties in the municipality of Zollikon Annual growth in percent Index: 1 2000 100 Locational quality (SI) Switzerland = 0, Values outside Swiss average, advantage, within: disadvantage, 2016 250 15% ollikon Pfannenstil region 200 10% 150 5% 100 0% 2000 2002 2004 2006 2008 2010 2012 2014 2016 r Sra r a r ua r a r r u uamy r Fonds uamy For illustrative purposes only Municipality fact sheets for residential The fact sheets contain information on: properties ȷ Locational quality Our municipality fact sheets for residential ȷ Demographics properties offer a valuable decision-making tool when judging opportunities. Based on an ȷ Construction activity and absorption extensive pool of data, the most informative ȷ Price level and development indicators are clearly illustrated on three pages. This allows the strengths and weaknesses of ȷ Vacancies municipalities to be easily identified and makes it ȷ and many other facts and figures easier to compare the features of the local real estate markets. Your client advisor will be happy to provide you with fact sheets on your desired municipalities. 6 Analysis/research S a a ar Credit Suisse Portfolio analysis for sam sample Your properties in comparison with Swiss real estate values. eographical overview Distribution according to type of municipality 70% 60% 50% 40% 30% 20% 10% 0% r ur ara rura ara Suura ara r mua r u uamy ur ra a r enchmark: S ra a u For illustrative purposes only Portfolio analysis: residential properties The analysis will provide you with information on: For larger real estate portfolios with ten or more properties, we offer a customized benchmarking Macrolocation analysis. Based on the address details of your ȷ Availability properties, we assess your portfolio with regard ȷ Taxes, demographic potential to regional diversifications and the most impor- tant macro and micro locational indicators. ȷ Industry structure The portfolio will be measured against the ȷ Risk of surplus and vacancy residential properties of Swiss real estate funds and portfolios of multi-family dwellings in Switzerland. Microlocation ȷ Public transport ȷ Motorized private transport ȷ Noise pollution ȷ Shopping ȷ Medical care ȷ Educational facilities ȷ Leisure activities Analysis/research 7 Purchase/sale Financing properties is a core product of every bank. But you can expect more than just financing from us. Whether you are looking for an investment property or would like to place a large real estate portfolio with investors, we offer the relevant expert advice and are also able to carry out complex transactions. Real estate valuations Database with attractive properties Valuations are the foundation of every purchase for purchase or sale. We offer you access to accredited real We offer our clients selected properties for estate appraisers for different categories of real purchase on a discreet real estate market. As the estate across Switzerland. The wealth of seller, this gives you the option to inform your experience that these experts have gives you the client advisor of your intention to sell. The property security of a valuation in line with the market. will then be put on offer in a pool of interested real If you then want financing from us, you can be estate investors who are also clients of ours. confident in the quality of the valuation, which Conversely, if you are on the lookout for attractive will form the foundation of your request for properties, you can also inform your client advisor, financing. who will review the options with you. Unlike platforms on the internet, we offer our clients the highest level of discretion. A partner for complex transactions Example We offer extensive expertise for complex real estate transactions, as we have access to direct A long-term client and regionally-based and indirect real estate investments. We offer promoter is planning to construct an invest- this through an internal and external network of ment property with a variety of uses, which investors.
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