Real Estate Acquisition & Diversification

Why serious entrepreneurs need a deliberate real estate acquisition & diversification plan

Property can be an incredible engine for wealth, but for international entrepreneurs it can also quietly create:

• Concentrated exposure to one country’s tax, legal and political system.
• Messy ownership structures that don’t line up with your companies, trusts or residency.
• Financing that is personally guaranteed and tied to your home-country balance sheet.
• Inheritance, forced heirship and probate issues your family won’t enjoy untangling.
• Assets that are hard to sell or refinance because the structure is “offshore in the wrong way.”

A serious real estate strategy doesn’t mean buying random apartments in different cities. It means building a deliberate, documented, bankable property portfolio that fits your business risk, tax residency, family plan and liquidity needs, rather than fighting them.

The goal is to:

• Turn property into a stable, diversified pillar of your net worth.
• Avoid structural mistakes that are expensive to fix later.
• Make sure lenders, buyers and tax authorities can understand and respect your setup.

What a real estate acquisition & diversification plan can do for you

We look at real estate as one part of your global balance sheet, not a separate hobby. With a proper plan, we can help you:

Choose the right ownership vehicles

• Decide when to hold directly, via local companies, via an international holding company, or via a trust/foundation/family office platform.
• Separate high-risk operating activities (development, short-term rentals) from long-term holding entities.

Integrate tax, financing and asset protection

• Map acquisition and exit taxes, stamp duties, wealth/property taxes and rental regimes across relevant countries.
• Position leverage and guarantees intelligently: who borrows, who guarantees, who owns the asset.
• Keep core assets aligned with your asset-protection and succession planning.

Diversify intelligently - not randomly

• Spread risk across countries, currencies, tenant types and asset classes (residential, commercial, hospitality, land, development) with a clear thesis.
• Avoid overexposure to one political or regulatory regime, especially if it’s also your primary tax residence.

Make deals more bankable and investable

• Structure SPVs and holding entities so lenders, co-investors and buyers can engage without red flags.
• Standardise documentation (leases, management agreements, shareholder loans) so the portfolio can scale.

Create optionality for exit and succession

• Design pathways for partial sell-downs, refinancing, gifting to heirs or selling the portfolio as a package.
• Avoid forced sales, probate chaos or fire-sale discounts when your circumstances change.

A Global Toolkit - Not “buy a flat in X because everyone else does”

There is no universal “best place to buy property”. There’s only what fits your residency, risk, time horizon and capital.

Direct ownership and local SPVs

Individuals, partnerships and local limited companies/SPVs for specific properties. Common for single-country portfolios or when local lending is key.

International holding platforms

Holding companies in onshore, mid-shore or offshore jurisdictions that own local SPVs. Useful for multi-country portfolios, larger assets or family/investor participation.

Trusts, foundations and family office structures

Trust/foundation-owned property holding companies for long-term family wealth and succession. Integration with your wider estate and asset-protection planning.

Joint ventures and club deals

Co-investment structures with partners, developers or family offices. Waterfalls, preference rights and governance tuned to your risk tolerance.

Operating vs holding splits

Separate entities for operations (hotel management, rental management, development activity) and pure asset holding. Important for hospitality, development, student housing and similar sectors.

Note: We are not real estate agents and we don’t sell “off-plan units”. We design the ownership and holding architecture around whatever properties and markets you decide to target.

Typical Strategies We Design

1. From “accidental landlord” to structured property portfolio

• Map your existing properties, mortgages, guarantees and ownership entities.
• Identify tax, lending and asset-protection weaknesses in the current setup.
• Propose a cleaned-up structure (holding company, SPVs, trust/family overlay where useful).
• Plan the migration: refinancing, transfers, and timing to minimise friction and tax.

2. International “Plan B” property base

• Align property acquisition with residence permits, golden visas or long-stay options.
• Choose the right ownership (personal vs company vs trust) based on local property and inheritance tax rules.
• Integrate the property into your wider tax residency and exit plan.
• Plan for use vs rental: lifestyle use, short-term rental, or long-term leasing.

3. Yield-focused income portfolio

• Select markets and property types where net yield, not brochure returns, is realistic.
• Build a structure with SPVs, financing and management that can scale beyond one or two units.
• Design a bankable financial and governance model for future lenders or investors.

4. Opportunistic / value-add and development plays

• Separate development risk into dedicated SPVs with appropriate financing and guarantees.
• Protect core assets and long-term holdings from project-specific blow-ups.
• Plan exit routes: sell to funds, institutional buyers, REITs or retain for income.

5. Family property platform

• Consolidate ownership into a coherent family holding structure.
• Design governance: who decides what, who signs, and how distributions are made.
• Integrate with education, lifestyle and succession decisions for heirs.

How Our Process Works

Step 1 - Portfolio & objectives diagnostic

Deep-dive on existing properties, loans, and guarantees. We look at your tax residency, business risk profile, family plans (education/lifestyle), and capital needs. We identify structural weaknesses and concentration risk.

Step 2 - Strategy & structure design

We design a Real Estate Acquisition & Diversification Plan that sets out the target structure (personal vs SPV vs holding company), jurisdictions, and how financing should be structured.

Step 3 - Implementation & transaction support

We coordinate incorporations and restructuring. We support the acquisition process from a structuring perspective: heads of terms, SPA, and security packages. We align local legal and tax advice with the global structure.

Step 4 - Ongoing governance & evolution

Once live, we help evaluate how new deals fit the framework, periodically review financing and risk concentration, and plan for orderly exits or generational transfers.

Who This Is For

• Entrepreneurs building a serious property pillar alongside an operating business.
• International families with or planning multi-country property holdings.
• Investors moving from a few personal rentals to a professionalised portfolio.
• Founders wanting to convert part of exit proceeds into diversified hard assets.
• Clients whose current property portfolio needs to be rationalised and professionalised.

Why Work With Us (rather than only a local agent)?

• Structure-first, not deal-first: Agents sell properties; we design the cross-country ownership architecture that sits around them.
• Integrated with tax and residency: We understand the complex intersection of living in one place, earning in another, and owning property in a third.
• Jurisdiction-agnostic: We are not incentivised to push one developer or country. If a market doesn't fit your profile, we will say so.
• Coordination with your existing advisers: We coordinate your local lawyers and agents so the global picture remains coherent.
• Long-term partner: Property is a 30-year game. We stay involved as your portfolio and life evolve.

Common Questions

Ready to turn “I own some property here and there” into a coherent, resilient portfolio?

If you’re already investing in real estate, or planning to after a liquidity event, the way you structure it will matter as much as the deals themselves.

We’ll walk you through:

• What you own now and where the weak points are.
• What a properly structured, diversified real estate strategy would look like for you.
• How to implement a property holding framework that makes sense over the next 10-30 years.

Book a confidential strategy call to explore what serious real estate acquisition & diversification planning would look like in your wider structure.