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Appraisals and Valuations for REITs
Learn about the value of Public Limited Companies for Investment in the Real Estate Market
What is a REIT?
A REIT is a Public Limited Company for Investment in the Real Estate Market, whose corporate purpose lies in holding urban assets for lease as well as holding shares or stakes in the share capital of other foreign companies or entities of analogous or similar activity (REITs). Euroval offers you expert professionals in preparing appraisals for REITs.
Alternative Stock Market
REQUIREMENTS FOR INCORPORATION
Formal:
- Shares issued by SOCIMIS (LAW 11/2009 AND 16/2012).
- Foreign Corporations whose corporate purpose and investment regime is comparable to SOCIMIs.
- Fully paid-up share capital and free transferability.
- Representations recorded in account.
Accounting:
- EEA companies: IFRS or national accounting standard.
- Non-member companies: IFRS or US GAAP.
Initial information: BUSINESS PLAN.
Designation of REGISTERED ADVISOR.
Disclosure requirements:
- A number of shares, owned by shareholders with less than 5% of the share capital, which at least corresponds to an estimated market value of €2,000,000 or 25% of the shares issued by the Company. (Including shares available to the liquidity provider.
Valuation by independent expert.
Business Plan and Valuation for incorporation into the MAB
BUSINESS PLAN CONTENT
- Complete description and history of the company, shareholders…
- Description and valuation of real estate assets (situation, condition, depreciation period).
- Information on the structure and significant trends observed.
- Information on forecasts or estimates of future income and costs.
- Employees. Total number; categories and geographical distribution.
- Presentation of the main shareholders (participation greater than 5%).
- Information relating to related party transactions.
- Risk factors (from highest to lowest, no more than 3)
ECONOMIC VALUATION OF THE COMPANY BY INDEPENDENT EXPERT
Periodic appraisal service for SOCIMIs
SEMI-ANNUAL/ANNUAL REPORTS
- Update and degree of compliance with business forecasts.
- Number of shareholders and list of those with a position greater than or equal to 5% of those known
RENTAL MARKET STUDY TO DETERMINE MARKET RENTS.
VALUATION OF RELATED PARTY TRANSACTIONS.
ANALYSIS OF NEW INVESTMENT AREAS:
- Search for empty commercial premises as a new investment.
PREPARATION OF REPORTS ON THE ADMINISTRATIVE, TECHNICAL AND ECONOMIC SITUATION FOR THE ACQUISITION OF THE REAL ESTATE PORTFOLIO.
ADVICE, MANAGEMENT AND CONTROL OF ACQUIRED ASSETS.
- Completion and enhancement of unfinished assets, both physically and in terms of documentation.
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