About the service
Wealth Estate’s Property Advisory & Valuation service delivers independent, ISO‑9001‑certified assessments that empower investors, lenders and developers to price assets accurately, optimise portfolio risk and secure financing on the best possible terms.
What we provide
Our valuation process draws on recent transaction data, comparable rent/sale comps and market surveys, followed by rigorous peer review and an audit trail that meets ISO 9001 standards.
Individual Asset Valuation
Sales, investment and insurable values calculated with income‑capitalisation, discounted‑cash‑flow and market‑comparison approaches.
Portfolio Review & Benchmarking
Asset‑allocation analysis, risk‑return profiling and performance comparison against peers.
Financing Support
Complete valuation packs that satisfy banks, sovereign‑funds and private lenders, accelerating loan‑approval cycles.
Disposition & Acquisition Advisory
Timing, pricing strategy and market‑position recommendations that maximise upside on exits and entries
Why it matters
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Individual Asset Valuation:
Sales, investment and insurable values calculated with income‑capitalisation, discounted‑cash‑flow and market‑comparison approaches.. -
Portfolio Review & Benchmarking:
Asset‑allocation analysis, risk‑return profiling and performance comparison against peers. -
Financing Support:
Complete valuation packs that satisfy banks, sovereign‑funds and private lenders, accelerating loan‑approval cycles. -
Disposition & Acquisition Advisory:
Timing, pricing strategy and market‑position recommendations that maximise upside on exits and entries.
Popular questions
What types of valuations does Wealth Estate provide?
We issue independent, ISO 9001‑certified valuations for:
• Sales value (market price for a transaction)
• Investment value (cash‑flow‑based discounted‑cash‑flow or income‑capitalisation)
• Insurable value (replacement cost for insurance purposes).
How do you assess an entire portfolio?
Our Portfolio Review examines asset allocation, risk‑return profiles and benchmarking against comparable portfolios. We deliver a risk matrix, performance scorecard and recommended rebalancing actions to optimise overall returns.
Will the valuation support financing applications?
Yes. We provide lender‑ready valuation packs that include detailed assumptions, comparable transaction data and an audit trail. Banks, sovereign‑funds and private lenders accept our reports for loan‑to‑value calculations, often shortening approval time by 30 %.
What methodology is used to ensure accuracy?
We combine three approaches:
1. Income Capitalisation – projected rents divided by market yields.
2. Discounted Cash Flow (DCF) – cash‑flow forecasts discounted at the investor’s required return.
3. Market Comparison – recent sales of statistically similar properties.
All analyses undergo peer review and adhere to ISO 9001 quality controls
How long does a typical valuation take?
For a single‑asset valuation the turnaround is 7–10 business days after we receive all required documentation. Portfolio valuations take 2–3 weeks depending on size and data availability. Expedited services are available for an additional fee.
What are the fees for the service?
Our pricing is transparent and milestone‑based:
• Initial data collection – fixed fee (USD 1,500).
• Valuation preparation – 40 % of total fee upon delivery of the draft report.
• Final report & advisory – remaining 60 % on acceptance.
Custom packages for large portfolios are quoted on a case‑by‑case basis
