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Patrimonial. Commercial. Consultant. Taxation

In the current market it is more important than ever that we put ourselves in our clients’ place, that we understand their needs and that we provide tangible evidence of our all-round path as a company and group of professionals.

Table of Contents That is why we draw up

What Are We? Page 3 History – Vision – Mission – Values Who Are We? Page 4 Governing Bodies – Staff Where Are We? Page 5 Offices Structure Page 6 Internal Services and Accountancy – Quality Turnover Page 7 Invoicing – Investments Business Areas: Patrimonial Page 8 Rentals and Wealth Management Administration of Owners Associations Business Areas: Commercial Page 10 Standard Luxury Business Areas: Consultant Page 12 Investments– Town planning – Legal – Tax Marketing Page 13 Advertising: Branding – Product PR: Amat Events – Amat and Society – Amat in the News

each year a balance of the work done.

Presented by: Immaculada Amat Joana Amat Date: April 2014

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(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

ANNUAL ACTIVITIES REPORT – 2013

Amat. What Are We? History We are a family business in the real-estate sector, founded in 1948, with 65 years’ experience, and managed today by the second and third generations of the Amat family.

Vision We want to be recognised by clients and society as a different estate agency: our company has to be not only a good company but a unique company.

In order to advise a client with certainty,

Mission

it is essential to have Our mission is to provide advice on and manage the wealth of our clients, within a framework of absolute professionalism and honesty, using innovation and technology to give the best possible service with a high level of personalisation.

the experience and ability to provide a real comparison

Values

gained from the company’s

      

Business ethics Coherence, transparency and confidentiality Long-term vision Constancy, quality and personalisation Knowledge, training and innovation Policies of work-family conciliation Social commitment

own practical know-how.

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Barcelona Sant Cugat & Valldoreix Sant Just Desvern

(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

Patrimonial. Commercial. Consultant. Taxation

Amat. Who Are We? Governing Bodies 

Family Council Made up of members from all three generations, it has a consultative function. One of its current tasks is gathering together the company history. Starting out in conversation with the founder Concepció Amigó, we aim to reproduce its history, the development of the profession, the social and lifestyle changes, and the changes that have taken place in the territory between 1948 and today, in recognition of the role they have played in the creation and consolidation of Amat. and as a legacy for the third and future generations.



Board of Directors Consisting of the family members who work in the company, it has a General Management function. It is headed by the 2nd generation: Immaculada Amat and Joana Amat, who in recent years have been joined by the 3rd generation: Guifré Homedes Amat, Nadia Massagué Amat and Martina Homedes Amat.



Coordination Committee Consisting of the Heads of Office and heads of the various Business Areas, it has a coordinating function and makes decisions concerning the good performance of the company.

There are no minor roles, just minor actors.

With all of us working together, we can go a long way.

Staff At the end of financial year 2013 we had a staff of sixty:

We have grown, 81% women 19% men

yet we remain a cohesive team.

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40% with a 4-year university degree 12% with a 3-year university degree

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ANNUAL ACTIVITIES REPORT – 2013

Amat. Where Are We? Offices We have offices in Barcelona and the main surrounding residential towns: 2  Barcelona office: 250 m 2  Sant Cugat del Vallès offices – Valldoreix and Centre: 325 m 2  Sant Just Desvern office: 1,000 m (Headquarters, where the Company management is based)

We are experts in Barcelona with an international mission.

We are in the Catalan capital and main surrounding

residential towns.

Our clients are from all over the world.

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Barcelona Sant Cugat & Valldoreix Sant Just Desvern

(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

Patrimonial. Commercial. Consultant. Taxation

Amat. Structure Internal Services and Accountancy For a company focusing on client service it is essential to rest assured that the back office runs like clockwork, that its processes are automated to the utmost, that deadlines are met, and that the possibility of error is minimal. For Amat. all that is an obsession. FIGURES FOR 2013 Telephone calls Online receptionists

130,732 4.5

No. of records recognised No. of receipts managed No. of invoices paid

400,000 132,951 37,977

Quality Quality of services is a fundamental value for Amat., which is why we have from the outset taken part in and/or have been members of various associations in the sector:

   

We have been official Property Administrators since 1954 We have been official Real Estate Agents since 1982 We have been Lawyers registered with the Barcelona Bar Association since 1973 We were the first company in the industry to obtain ISO 9002 certification, in 2000. In 2003 we improved this by obtaining the current ISO 9001 in order to adapt to the new European certification regulations.

FIGURES FOR 2013 We have had all our Business Areas and offices audited and certified. As in each year, the result has been NO NON-CONFORMITY, and there were only two proposals for improvement measures.

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ANNUAL ACTIVITIES REPORT – 2013

Amat. Turnover Invoicing Amat. invoiced in 2013 a figure of € 3,403,974

Investments Investments in 2013 were as follows:  Publication of a new real-estate website aimed at the Chinese market:www.barcelonasecondhome.com.

A high-quality professional service cannot be

provided without having innovation and new technological tools.

 Acquisition of a new business management programme: TAAF.INMO.  Acquisition of a new tax management programme SUMMAR.SUASOR.  Incorporation into the CLOUD.

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Barcelona Sant Cugat & Valldoreix Sant Just Desvern

(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

Patrimonial. Commercial. Consultant. Taxation

Amat. Business Areas

PATRIMONIAL

Rentals and Wealth Management We administer buildings with full guarantees, both when it comes to choosing tenants and throughout the period of the contract. Insuring the rental is the cornerstone, while at the same time achieving maximum profitability and ensuring maintenance. Our clients each have a Personal Administrator with excellent training and an overall view of your real-estate property, who will help you make it profitable and find the right way to improve it. Our Online Service provides our clients with full information in real time, at anytime and from anywhere, allowing them to forget about document archiving, as we are their digital archive for ever! FIGURES FOR 2013

Investing in rentals is the future.

Departments administered Bad debtors Online owners

4,044 2.09% 80%

NEW FEATURES FOR 2013  Amendments to the Urban Rentals Act. Act 4/2013, of 4 June, on ‘measures for flexibility and promotion of the property rentals market’.  Energy efficiency certificate.

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ANNUAL ACTIVITIES REPORT – 2013

Amat. Business Areas

PATRIMONIAL

Administration of Owners Associations We administer such associations as if they were companies, in three broad spheres: Financial  carefully drawn up budgets, complete control over expenses and liquidity, bad debts under control, data permanently updated and available (Online Service). Legal and taxation  abiding by existing and new regulations, formalising the corresponding taxation documentation (as regards taxpayers), concept of the Association as a property asset that has to be cared for and maintained so as to ensure that it does not lose value. Communication  fluid relationship with the Board and residents (essential for good running of the Association), information about any new features on legal matters (important for the President’s duties), mediation between residents in the incidents that arise inevitably (a necessary task for the well-being of the Association and of the residents forming part of it). FIGURES FOR 2013 Departments administered Bad debtors Presidents of Sant Just online

Your home,

12,496 4.48% 75%

is the most precious thing, but so is the Association.

NEW FEATURES FOR 2013



SEPA (Single Euro Payments Area) Regulations; over the last quarter we have been preparing to get into a position to migrate to SEPA at the end of the year. We now have everything ready and we await instructions from the Bank of Spain.

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Find us

Barcelona Sant Cugat & Valldoreix Sant Just Desvern

(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

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Patrimonial. Commercial. Consultant. Taxation

Amat. Business Areas

COMMERCIAL

We see the purchase / rental of a home as an operation with important effects for the lives / businesses of both parties taking part in it. That is why our mission is to advise clients, remain at their side throughout the entire operation and manage to make the operation easy and gratifying for all concerned. We understand and are aware that we are in a market (the real-estate market) that undergoes permanent transformation: with new operators, changes in the rules of play, such that, more than ever, we have to be flexible and able to adapt.

Our challenge has always been to find the building the clients need, to be at their side throughout the entire operation, and to leave them so happy that they recommend us.

We understand that it is essential to have a thorough and deep knowledge of the market in the areas we normally operate in, and that is why we conduct market studies from time to time. Studying the market continuously, and especially the demand side, provides us with the best information at any given time, so that we can help our clients to make the most appropriate decisions. We believe that our sales team has to undergo continuing education, so as to have a response in a market undergoing constant change, to be able to provide advice on the continuously arising new legal, technical and fiscal features, and so as to be able to gain a good idea of the client’s needs and offer the property that meets them best. We understand that the market, and demand in particular, has changed a great deal in recent years. The entry of overseas buyers has obliged us to make the necessary changes to adapt: not only by having sales staff who speak various languages, but also in working procedures so as to provide the services required by the characteristics and needs of this type of client. Our philosophy is very simple: we have to give overseas buyers all the attention, information and service that we would like if we were buyers in their countries of origin, trying to understand their needs and especially their culture. FIGURES FOR 2013:

That is why, for years

We analyse the PURCHASER-APPLICANT PROFILE in terms of the operations closed in 2013:

come from

Profile  family, aged between 40 and 50 years, with two kids on average; they are usually managers, businesspeople or liberal professionals. Volume of Operations  35% of operations signed with overseas clients. 50% at the Barcelona Office

recommendations.

Volume Invoiced  75% invoiced to overseas clients.

now, over 60% of our operations have

Price Range  of the operations made above € 500,000, 74% of operations signed with overseas clients. Financing  48% of operations signed WITHOUT need for outside financing.

We analyse the ATTRIBUTABLE LAND PRICE OF M SOLD in terms of the operations closed in 2013

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ANNUAL ACTIVITIES REPORT – 2013

Commercial – Standard Commercial portfolio with over 2,000 properties:  for sale and/or for rental  new-build or second-hand  residential, industrial or tertiary sectors FIGURES FOR 2013 Sales operations managed Rental operations managed Commercial calls attended to Commercial e-mails managed Visits to properties Commercial Department

€ 48,285,395 € 363,855 37,142 18,359 7,969 27 workers

IMPROVEMENTS IN 2013  New business management software TAAF.INMO.  Incorporation of new sales staff with greater mastery of languages.

Commercial – Luxury Business line aimed particularly at the high-level real-estate market.  Multilingual sales advisors (English, French, German, Russian) conversant with the culture and practices of the overseas clients interested in our properties.  International network of collaborators, with real-estate agencies from Russian, China, Europe and America.  Members of various real-estate groups attending to the Spanish and international luxury segment:

FIGURES FOR 2013: Good year for the luxury segment, thanks to sales made to overseas clients. We have managed to achieve a first-line position in Luxury Real Estate in Barcelona. We have completed sales of the new-build development at Illa del Mar, in just over 3 years. Very much sooner than we had predicted! We have started commercialisation of the new-build development at Mestre Nicolau, with a warm welcome, in this case from within the Spanish market.

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Barcelona Sant Cugat & Valldoreix Sant Just Desvern

(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat

Patrimonial. Commercial. Consultant. Taxation

Amat. Business Areas

CONSULTANT

Investments Broad and diversified investment portfolio, with profitability studies on them. FIGURES FOR 2013 Buildings, in terms of profitability  all of them with study of their true potential, both as regards immediate profitability and their potential rise in value and liquidity. Hotels, a market on the rise  Barcelona has been and remains one of the cities most highly rated by hotel investors. Plots for building, a changing market  for some five years the land market had been at a standstill; in 2013, however, there began to be requests for information and feasibility studies. Various international sources for whom we had drawn up studies a couple of years ago reappeared desirous of investing.

Planning Management of owners’ compensation management boards, development plan studies, land valuation and commercialisation. FIGURES FOR 2013 We still have “under way” and manage three compensation management boards. The Pla del Raval is now in the building phase.

Legal Advice The drawing up of will executorships is one of the specialities of our legal department, along with all matters relating to the real-estate universe.

Tax Advice During 2013 we worked on preparing and developing this new line of consultancy so we could begin to offer it in 2014.

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ANNUAL ACTIVITIES REPORT – 2013

Amat. Marketing

ADVERTISING

Branding 



Amat Website  more than 125,000 pages seen and 13,000 visits each month Consolidation in social media:  Blog: 93 posts  YouTube: 31 videos  Twitter – Facebook – LinkedIn  nearly 1,500 fans, followers, etc. Newsletter: Diary of Change (monthly)  distribution among 12,000 contacts each month

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Advertising hoardings  Esplugues – Sant Just Desvern – Sant Cugat del Vallès – Barcelona



Door-to-door mailbox advertising (six-monthly)  Distribution of 90,000 units each time, around the areas of influence of our offices Calendar: devoted to the events celebrating our 65th anniversary  Distribution of 11,000 units to all the contacts in our DB



Participation in trade fairs and events   8th LPS China – Shanghai  Presentation of new Barcelona Second Home website  17th Barcelona Meeting Point  Talk given by Guifré Homedes, ‘How to sell to the Russians, more difficult than it seems'  4th international Prestige MLS Congress – Barcelona  7th Luxury Real State International Symposium – Valencia

Product 



Real-estate portals  Spanish and international Print media   La Vanguardia  Tot Sant Cugat Magazine (weekly)  Amat Selecció de Producte Magazine (monthly)  Amat Luxury magazine  Exclusives magazines:  GT Club – Círculo Ecuestre – Club Tenis Barcelona – Conde de Godó Tennis Tournament  Specialised magazines: El Mueble

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Patrimonial. Commercial. Consultant. Taxation

Amat. Marketing

Amat Events and Conferences

Faithful to our spirit



of maintaining constant



communication,



and direct contact with our clients, collaborators and contacts, we organise various

    

events and conferences, so as to get ourselves “up to date”.

Wine tasting for 2012 purchasers, organised with the collaboration of Wineissocial  Ferran Centelles, Sommelier. Meeting of good intentions to lend visibility to the 12 foundations in the Calendar for 2013 4 talks on ‘The Amat View on the Amendments to the Law of Urban Rentals’, for both Amat clients and any interested members of the public (with the collaboration of ViaEmpresa)  Joana Amat and Esther Vallés, General Manager and Head of Patrimonial of Amat. Talk ‘New Regulations on Fitness for Habitation’  German Català, Architect. Talk ‘How to Protect my Savings?’  BANIF Talk ‘The Consumers of the Future’  Josep Mª Galí, Lecturer in Marketing. Talk ‘Regaining Common Sense’  David Parcerisas, Chairman of the EADA Board. Real-estate setting dinners: we have been organising them for the last five years, with an average attendance of 35 professionals from the industry. 20. Jose M. Fernandez Seijo, senior judge of Commercial Court no. 3 of Barcelona and member of the Association of Judges for Democracy. 21. Cristina Gallach, member of the Directorate of Information and Communication, Spokesperson of the Council of the European Union. 22. Miguel Montes, General Manager of Banc de Sabadell. 23. Antoni Ubach, Doctor in Architecture, Co-founder of the Espinet-Ubach practice. 24. Willy Muller, Architect and Town Planner, Director of Barcelona Regional.

Amat and Society 

Handover of the IWEC 2013 Award to Lima (International Women’s Entrepreneurial Challenge)

  

We are members of the Boards of: EADA, FEMCAT and FIDEM We are a collaborating company of the Cercle d’Economia We belong to the Catalan Family Business Association

    

Participation in the ‘Mentoring program’ of BIZ Barcelona Participation in the ‘School and Company’ programme of FemCat Participation in the University of Barcelona Real-Estate Masters Degree, with Gonzalo Bernardos Attendance at the Cercle d’Economia seminars in Sitges Attendance at the Immoscopia Seminars of the Real Estate Agents Association

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Sponsors of the Annual Dinner of the Real-Estate Sector of ESADE Alumni Sponsors of the Orquestra Fusió in Sant Cugat Collaboration in dissemination of the foundations featured in the Amat 2013 Calendar: Josep Carreras, Arrels, El somni dels nens, Aura, Formació i Treball, AECC, Talita, Comunitat Sant Egidio, Nou Xamfrà, Solidança, Banc dels Aliments and Bellaire. Collaboration in organisation of the talk with Dr. Josep Olivé at the Solidarity Dinner in Sant Just Desvern for the Joan Petit Foundation.

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ANNUAL ACTIVITIES REPORT – 2013

Amat. Marketing

Amat in the news  They are talking about us 

Over the years, our activity, emphasis on innovation, commitment,

 They interview us Spanish and international radio, television and real-estate portals:

and hard work make us sometimes  They publish our articles 

part of the news.

Blogs  Lux RE, Prestige MLS, FIDEM  We take part in round tables  Círculo Ecuestre, ESADE, Foment Treball, ASODAME, Radio4, UVIC

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Leaders in Real Estate services Patrimonial. Commercial. Consultant

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(+34) 934.803.400 info@amatimmo.cat www.amatimmo.cat