CASES

Examples of Investment Performance Calculations

The section presents current investment cases that are either under development or available for entry at the present time. Each case reflects a specific investment logic, financial parameters, and an exit scenario.

real estate asset management Poland

The cases presented below are for informational purposes only and do not constitute a property catalog or a public offer. Detailed information on current cases, as well as the development of individual investment solutions, is provided upon request through direct contact with the company.

investment real estate Warsaw

Case 1. Residential Real Estate, Warsaw

Long-Term Rental + Capital Value Growth

• Investment: ~2.98 million PLN
• Net rental income: ~140 thousand PLN / year
• Total rental income (6 years): ~842 thousand PLN
• Net proceeds from sale: ~4.22 million PLN
• Estimated net profit over the cycle: ~2.08 million PLN
• Investment horizon: 6 years
• IRR: ~9–10% per annum
• Equity Multiple: ~1.7x

Poland real estate investment opportunities

Case 2. Institutional Asset

Formation of an institutional income-generating asset in a prime location in Warsaw

• Total building area: ~6,000 m²
• Investment (acquisition + renovation): ~66 million PLN
• Total income: ~7.83 million PLN / year
• NOI: ~5.58 million PLN / year
• Yield on Cost: ~8.4–8.5%
• Projected asset value after stabilization: ~93 million PLN
• Capital growth potential: ~27 million PLN
• IRR (10 years): ~14–17%

invest in real estate Poland

Case 3. Development Investment

Structured investment in residential development in Warsaw

• Land plot: ~0.78 ha
• PUM (saleable area): ~2,260 m²
• Construction CAPEX: ~13.25 million PLN
• Construction cost: ~4,500 PLN / m²
• Sales price: ~12,000 PLN / m²
• Projected revenue: ~27.12 million PLN
• Projected project profit: ~12.31 million PLN
• Investor profit: ~11.08 million PLN
• Developer profit: ~1.23 million PLN

property investment Poland

Case 4. Short-Term Rental Asset

Suburban wellness complex with year-round income

• Asset format: operating hospitality and recreational asset (7 wellness cottages for short-term rental + events)
• Total project CAPEX: ~2.35 million PLN
• Base operating profit: ~420,000 PLN / year
• Cash-on-Cash (base scenario): ~18% per annum
• Payback period: ~5.5 years
• Exit value potential: ~2.5–3.6 million PLN

Important to understand:

  • not every case reaches the transaction stage
  • refusal to enter is part of the investment process
  • assets are not offered publicly
  • the presented materials do not constitute an offer

The purpose of this section is to demonstrate real investment work and approach, not to sell an asset.

The preparation of individual investment proposals requires analytical and consulting work and is carried out within the framework of professional investment advisory services.

Stages of Preparing an Investment Proposal

1. Investment Inquiry

Discussion of investment goals, budget, time horizon, and acceptable risk level

2. Preliminary Assessment

Development of a base strategy and identification of potential investment directions

3. In-Depth Investment Analysis

Preparation of financial models, return scenarios, and risk assessment for selected strategies.

4. Selection and Structuring of the Investment Solution

Development of an individual proposal taking into account investor parameters and current market conditions

5. Presentation of the Investment Proposal

Presentation of detailed calculations, discussion of implementation scenarios, and possible entry formats

6. Implementation Support

Legal, financial, and brokerage support of the transaction.

Investment Request

The process starts with an investment request. It allows us to assess the feasibility of cooperation, define the working format, and outline potential investment scenarios. This approach is designed for investors who view Polish real estate as an investment asset and are ready to operate within a structured strategy and financial modeling framework

real estate asset management Poland

Contact us to schedule an initial online meeting

TOP

WhatsApp