Sale and leaseback

The sale and leaseback of assets offers owner companies a way to improve their abilities to finance new activities and investments, or simply, to improve their balance sheet.

Sale-leaseback consists of selling one's portfolio of real estate assets while remaining occupied through a commercial lease.

The Rodschinson Investment teams support your business at every stage of the sale and leaseback process, whether for individual assets or portfolios. Its specialists in offices, shops, logistics and light industrial premises, hotels and healthcare assets, provide you with the best services:

Advisory role on value and strategy

Analysis of real estate assets and market positioning
Valuations, cash flow, price positioning (rental and sale), scenario rate of return analysis
Sales strategy and calendar; initial targeting of potential investors, particularly when dealing with occupier-specific assets and complex portfolios
Organization of processes
Marketing, creation of prospectuses, information memorandum, dedicated websites

Preparation

Assessment of construction work costs (capex) if necessary, selection of documents to be included in the data room (regulatory verifications, expert's report, etc.)
Rental conditions
Assistance in the analysis of financial and accounting impacts: tax effect of the transfer and IFRS impact (accounting for leasing contracts), financial audits for the resale of financial and business leasing contracts

Execution

Investor targeting
Analysis of offers received and assistance in negotiating terms and conditions until the transaction is closed
Coordination with lawyers and auditors, if necessary; management of data room questions/answers, execution report.

Our Rodschinson Investment experts offer a tailor-made service for your business. We offer each client a flexible, optimized, adapted real estate asset portfolio strategy that is perfectly in line with the corporate culture.

Also, we support you at every stage by giving you the benefit of our experience and our in-depth knowledge of the different activities that could impact your business.