Roca Estate operates solely as a consulting and brokerage service provider. The information and services provided by Roca Estate are for general informational purposes only and do not constitute investment advice, financial advisory services, or legal advice. Roca Estate is not a registered financial institution, investment advisor, or securities broker-dealer. Any decisions based on the information provided by Roca Estate should be made with due diligence and consultation with qualified financial, legal, or tax professionals. Roca Estate disclaims any and all liability for any decisions made based on the information or services provided.
Employ strategies to reduce threats, such as diversifying across property types and regions and conducting thorough due diligence to uncover potential issues before buying.
Make decisions based on data and rigorous financial analysis rather than emotions. Use tools like comparative market analysis and internal rate of return calculations to evaluate investments objectively.
We partner with top-tier law firms such as HAAG and CCA to ensure that all transactions and property acquisitions adhere strictly to local, state, and federal laws. Our legal partners are integral in conducting thorough due diligence, skillfully negotiating contracts, and effectively managing litigation. Their specialized expertise in areas like property law, zoning regulations, and tenant rights is crucial for successfully navigating the intricate legal landscape of real estate investments.
We collaborate with premier banking institutions such as Millennium, Novo Banco, Caixa Geral, and Santander to provide the financial backbone for real estate investments. Our banking partners support acquisitions, developments, and renovations through an array of services including loans, lines of credit, and mortgage options. Their expertise in commercial mortgages, refinancing options, and bridge loans allows investors to leverage capital efficiently, facilitating the successful execution of complex real estate projects.
We work with esteemed financial partners, including top-tier accountants and financial advisors, such as Agemper and GCC. These experts provide crucial guidance on the fiscal management of real estate investments. They assist in optimizing returns, managing risks, and ensuring compliance with tax laws. Their specialized knowledge in areas like tax optimization strategies, investment portfolio diversification, and financial planning supports strategic decision-making, enabling more informed and effective management of real estate portfolios.
We partner with distinguished architectural firms such as LCAS and PSA to guide the planning and design phases of our development projects. Architects are vital for ensuring that buildings are aesthetically pleasing, functional, and compliant with zoning laws and environmental standards. Their creative visions, which encompass sustainable design principles, space utilization strategies, and innovative architectural styles, are crucial in bringing our projects to life. This collaboration helps us create structures that are not only visually striking but also highly practical and sustainable.
We engage with premier construction partners such as Neves & Ferrão, HCI, and USC. These partners are pivotal in the physical realization of our real estate projects. They ensure that projects are completed on schedule, within budget, and meet the highest quality standards. Their expertise in project management, cost estimation, and quality control is essential for overseeing the construction process and achieving the desired outcomes. This collaboration enables us to deliver top-quality developments efficiently and effectively.
We partner exclusively with the most reputable and reliable property management firms in each region to maintain the value of our real estate investments. These firms are crucial in overseeing the day-to-day operations of properties, ensuring tenant satisfaction, adept lease administration, and diligent property upkeep. Their services are instrumental in maximizing occupancy rates and rental income. By choosing the best property management partners, we ensure that every aspect of property management is handled with utmost professionalism and efficiency, safeguarding our investment and enhancing its value.
We offer personalized investment opportunities to our investors through a tailored investment newsletter. Each newsletter is customized to match the investor’s specific budget and aligns with their unique investment strategy.
This is a tailored investment proposal newsletter that we send to each client who’s in the process of capital allocation. Usually, we send one investment opportunity each week or two (depending on the complexity of the request). To stop receiving it, you may just ask the customer service manager.
We send a pdf file to any type of communication channel you preffer (email, whatsapp, etc.) with the following information that is well enough to consider if this property fits your interests:
Yes, you can. For this purpose, we propose certain investment opportunities to clients with similar investment preferences. We manage to form a sort of co-investment group where the participants may make a co-investment agreement and become partner-investors.
The minimum real estate investment amount required in a co-investment scheme is € 250,000. If you are eager to acquire property on your own, the minimum amount should be € 1 million.
No, you will only need to make the investment, and we will handle all the rest – from value-adding activities to selling the property or managing it to obtain passive income.
No. And if some companies do – be careful. We provide you with viable and very probable scenarios how we consider things will go, which may, in fact, not happen. And this is something to remember – no one can predict the future.
