How we can help you
Serra & Partners is your partner of choice to improve the management ofyour Real-estate investments
The need
- Professionally managed Real-estate market size reached circa € 4.1t globally according to latest analysts' estimates.
- Increasing portfolios size, concentration, local compliance, and systems fragmentation make it difficult for Asset Managers to consolidate and report to investors.
- Asset managers need digital technology, and a specialized partner, for the professional management of their growing Real-estate investments.
Our service proposition
- Our efficient set-up to record transactions and practical ways to produce quality investors reporting from your different systems.
- Our experience to ease the delivery of market-leading solutions to consolidate your investments in one single database and improve data quality.
- Our proprietary tools and custom solutions to increase your corporate productivity and meet local investment compliance.
Services
Our efficient set-up to record transactions and practical ways to produce quality investors reporting from your different systems
Record transactions and Investors reporting
- Day-to-day Accounting
- Consolidation
- Group Chart of Accounts
- Policy and procedures
- Local GaaP + IFRS reporting
- AP / AR
- Service charges
- Capex
- Budgeting + Forecasting
- Business metrics and KPIs
How We Help Clients
European Retail Fund
- Design the new Group Chart of accounts compatible with IFRS and the local GaaP of 10 Countries.
- Run the quarterly consultation including adjustments and translations at the end of period.
Top leading US Fund
- Design the data flow and reporting model to report on asset management performance to HQ.
- Run the Group reporting capabilities for investors including budget vs actuals and commercial KPIs.
Our Team
Sandrine Bouy
Services Director
Eleonora Baldi
Services Analyst
Projects
Our experience to deliver market-leading solutions to consolidate your investments in one database and improve data quality
Technology
- Yardi
- Kyriba
- PowerBI
- SQLServer
- Python
Delivery management
- Software selection
- Project management
- Design & testing
- Custom reporting
- DPIA
How We Help Clients
European Logistic Fund
- Yardi platform due diligence and integration with other corporate tools for Analytics
- Design and delivery of the new workflows for
stakeholders' approval of leasing contracts.
Top leading US Fund
- Detailed gap analysis to benchmark Yardi vs MRI accounting and property management capabilities.
- Delivery of ad-hoc Yardi custom reporting for leasing, capex, budgeting and asset management.
Our Team
Adrian Baba
Projects consultant senior
Dana Deghi
Projects consultant
