Altea Services
Altea Advisory focuses on delivering reliable fund management services, handling the full lifecycle of your fund - from initial setup and regulatory coordination to daily operations and strategic oversight - so you can concentrate on core objectives. Our approach is defined by rigor, transparency, and a commitment to compliance with AMF and AIFM directives, focusing on reliable yield generation, solid governance, and alignment with your strategic goals.
Fund Structuring & Regulatory Compliance
Selection and design of OPPCI, SCPI, REITs, or custom vehicles tailored to investor objectives.
Coordination with local legal and tax experts in multiple jurisdictions, ensuring efficient cross-border setups.
Integration of specific structurations tailored to meet diverse investor requirements, such as Sharia-compliant principles for those seeking Islamic finance structures.
Portfolio Management & Asset Oversight
Acquisition & Disposal: Sourcing and evaluating properties, conducting due diligence, and managing transactions.
Operational Management: Overseeing day-to-day property matters, tenant relationships, and capital expenditure planning.
Performance Analytics: Implementing financial models, ongoing yield forecasts, IRR modeling, and scenario analyses to refine strategy and maintain target returns.
Investor Reporting & Governance
Producing transparent, data-driven reports—monthly or quarterly—tailored to your internal requirements.
Managing compliance with relevant European regulations and Islamic finance guidelines if applicable.
Organization of stakeholder meetings and board updates to facilitate transparent decision-making.
Strategic Expansion & Advisory
Identifying new growth opportunities (value-add assets, emerging sectors) that align with your objectives.
Designing scalable investment strategies for single assets, multi-property portfolios, or thematic funds (logistics, healthcare, mixed-use, etc.).
Offering ongoing counsel on market trends, ESG considerations, and cross-border financing solutions.
