Development applies to new property developments and redevelopment to the upgrading of portfolio properties.
Development: rather than reiterating the details, reference is made to:
Redevelopment involves upgrading an ageing portfolio property.
There are also investors who acquire problem properties with a substantial price reduction and subsequently increase their value with redevelopment measures. Investors who specialise in this area hold so-called workout portfolios. Adequate resources are essential.
The bases are:
- Capital
- Project idea
- Know-how
- Redeveloper or renovation team
- Good workmen with experience of maintenance and repairs
Problems
- Under the previous owner and hitherto higher market requirements, property-specific structure, management and shortage of capital combined to create a range of problems
- Revitalisation
- User-specific building > switch to a multi-purpose building
- Administrative building > office building
- Special-purpose property > industrial building
Prerequisites
- Portfolio property in a good location
- Genuine alternative to new build activity
Aims
- Adjustment to current market requirements
- Flexible use
- Use of spare space
- Rent increase
- Prevention of empty properties
- Adding value to the portfolio (portfolio properties)
Approach
- Definition of owner strategy
- Buy and hold
- Buy and sell
- Exit planning
- Viability analysis / feasibility check
- Project development calculation
- Business plan / refinancing adjusted to circumstances / track record
- Risk allocation between investor and redeveloper
- Forward contract
- Acquisition of a project property at a fixed price, quality and deadline
- Responsibilities
- Redeveloper
- Price, quality and deadline
- Investor
- Re-letting
- poss. subsequent sale
- Redeveloper
- Participation model
- Wages based
- Success-based fee
- Profit sharing possible after debt repayment and interest on equity capital
- Forward contract
- Environmentally-sensitive planning and communication
- Renovation of tenanted property or termination of tenancy in order to obtain higher rents upon re-letting?
- Consideration of reputation
- Consideration of image factor
Measures
- Changes of use
- Change of planned use
- Conversion
- Structural changes
- Refurbishment
- Demolition and replacement newbuild
- Technical upgrade
- Change of equipment and infrastructure (refurbishment, also revitalisation)