Corporate Clients

Financial Planning and Portfolio Advisory for Real Estate Portfolios

Reliable Data for Your Portfolio Management.

Structured assessment and technical evaluation of your real estate portfolio. I analyse the current condition with precision and translate structural risks into prioritised maintenance measures and technically substantiated investment needs for sustainable portfolio development.

Services at a Glance

From Financial Planning to Portfolio Optimisation.

Six service areas — from financial planning and operational management to strategic knowledge transfer. Each module available individually or as an integrated package.

Scope note: My services constitute technical building consultancy and the cost indications derived from it. They do not replace investment, financing, tax or legal advice; economic and financial decisions remain with the client.

Technical CAPEX & Maintenance Planning

Data-driven maintenance and CAPEX planning on a technical basis for your existing portfolio. I model technical measure scenarios, derive the investment needs per building and prepare the input for your management presentation.

Scope of Services: Portfolio data analysis · Maintenance & CAPEX planning · technical measure scenarios · 10-year CAPEX budget · input for the management presentation. More on financial planning and CAPEX modelling →

Process Consulting & Asset Management

Analysis and optimisation of your internal workflows in condition assessment, maintenance and reporting. I develop practical checklists and SOPs for your teams and support the introduction of new digital tools.

Scope of Services: As-is analysis of internal processes · Process design: condition assessment & defect management · Checklists & SOP development · Digitalisation strategy (tools, app implementation) · Staff training · Ongoing quality assurance (3–6 months).

Technical Due Diligence

In-depth technical plausibility assessment of your transactions. I identify deal-breakers, evaluate the maintenance backlog and deliver a precise estimate of required immediate measures. For a watertight risk assessment before closing.

Scope of Services: Portfolio screening (desk research) · Inspection & condition assessment (GK 1-5) · Drone + thermography (ext. partner) · CAPEX calculation (10-year plan, CostMap) · TDD report in line with the RICS standard, drawing on AHO Booklet 21. Lead time: 2–6 weeks per portfolio. More on Technical Due Diligence →

Interim Management

Immediately available senior expertise during skills shortages or peak workloads in asset management. I take over the operational management of maintenance and investment measures and report monthly to the client.

Scope of Services: Onboarding & inventory assessment · Technical asset management · Maintenance planning & management · Tendering & procurement · Construction supervision & acceptance · Monthly reporting.

AI & Digital Transformation
Consulting

Potential analysis for AI in asset management. I evaluate tools, design agent-based systems for routine tasks and support pilot projects from data strategy to performance measurement.

Scope of Services: AI potential analysis in asset management · Automation of condition assessment & reporting · Tool evaluation & implementation support · AI-powered data analysis (portfolios, CAPEX) · Workflow design: agent-based systems · Data strategy & interface planning (ERP, CAFM) · Pilot project support.

Training & Workshops

Hands-on knowledge transfer for your property managers and transaction teams. I provide the technical expertise to independently and confidently assess real estate risks — the direct bridge between spreadsheet models and building reality.

Topics: Building condition assessment (theory + practice) · Maintenance strategy & prioritisation · Energy performance assessment & GEG obligations · Hazardous materials identification (asbestos, PCB, PAH). Formats: In-house (1–2 days), online, keynote presentation.

Hands-On Experience, Not Just Theory.

I understand the challenges of the housing industry not only from a consulting perspective, but from years of hands-on operational responsibility.

Benefit from management experience gained through overseeing more than €70 million in investment volume and over 20,000 assessed residential units at one of Germany's leading housing companies.

Let's Talk About Your Property.

Whether Due Diligence, Interim Management or AI consulting for your portfolio — request a free, no-obligation initial consultation now.

mathias@mp-building.de +49 155 671 35 386