Wealth & reporting

IBVAS Wealth

Unify your property portfolio into a balance-sheet view: income, debt, concentration risk and liquidity plan — with the same rigour as a family office.

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Wealth map

Inventory of assets, ownership, liens and consolidated net cash flows.

Quarterly reporting

Cash yield, occupancy, capex and debt KPIs per asset and at portfolio level.

Scenarios

Rate, vacancy and partial sale simulations for informed decisions.

Succession

Coordination with tax and estate advisers for clean structures.

Reference indicators

Averages and indicative ranges from the market or internal operations — not a promise of results.

0 Consolidated reports / year Plus extra updates around material milestones.
0 Assets under management (avg. portfolio) Typical multi-city / multi-asset-type range.
0% Reporting schedule adherence Internal service target.
0 % Average portfolio cash yield (ref.) Before personal taxes; each owner differs.

Indicative return attribution

Illustrative breakdown of total return sources

  • Net income 42 %
  • Appreciation 38 %
  • Leverage / optimisation 20 %

Net real estate wealth (example)

T0 Y+1 Y+2 Y+3 Y+4 Y+5

€M reference wealth

Investment and return examples

Illustrative scenarios with sample figures. Each mandate needs its own analysis.

Consolidation

Diversified portfolio · 4 assets

Total reference value €9.8M
Debt / value 34%
Annual gross income €412,000
Tax efficiency of structure Case by case

Fictitious aggregate data to illustrate reporting; not a real client.

Strategy

Rebalancing after partial sale

Proceeds reinvested €1.1M
Concentration risk reduction –22% HHI
24m liquidity target 18% of portfolio

HHI = Herfindahl index; example concentration metric in reports.

Typical process

  1. 01 Diagnostics and data
  2. 02 Map and gaps
  3. 03 Action plan
  4. 04 Execution and monitoring
  5. 05 Annual review

IBVAS Wealth does not replace external tax or legal advice. Figures shown are educational examples.

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