Amat Activity Report
2015
Who are we?
What do we want to be?
• We are a real estate family company • Founded in 1948 by Joan Amat • Since 1952 Directed by Concepció Amigó widow Amat • Since 1990 directet by Imma and Joana Amat • I n 2010 the third generation is incorporated: Guifré and Martina Homedes Amat and Nadia Massagué Amat
A real estate company of excellence
We offer a professional and competent service Having a high-level professional team is one of our goals.
Mission Our mission is advice and manage the assets of our customers within a framework of absolute professionalism and honesty, using innovation and technology to provide the best service with a high degree of personalization.
Vision We want to be recognized by customers and society as a different company. Our business should not only be a good one but the best one.
We are enthusiastic about or job We transmit this passion to people who work with us. We innovate We seek imaginative solutions to solve new challenges, constantly incorporating new technologies for making easy and efficient our services and, especially, for achieving an excellent quality.
Values • Business ethics • Consistency, transparency, confidentiality • Long-term vision • Consistency, quality and perseverance • Knowledge, training and innovation • Reconciliation policies and commitment to society
We seek personalization We have a team of lawyers, economists and real estate agents, all of them prepared to meet and anticipate our costumers’ needs.
Experience, innovation amb commitment to customers.
Committed to quality So we were the first company to achieve ISO standards, always renewed with any NON CONFORMITY. We are actualized We are members of professional associations related to our business areas and we work in collaboration with the best professionals. We have grown but we continue being a consistent, a close and a committed team.
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ACTIVITY REPORT 2015 - Amat.
Business areas
? Patrimonial • Business management of the community of properties • Rental management and wealth administration • Key Account Management • Estate Consulting
Commercial • Marketing Promotions of new developments • Marketing of Sale and Rent properties • Amat Luxury Real Estate
Consulting • Investment advisory • Planning advisory • Tax advisory • Legal advice
We grow in services, we grow in professionalism. Business volume In 2015 Amat has invoiced 3.762.995 € 4.000.000 € 3.000.000 € 2.000.000 € 1.000.000 € 0€ 2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
It has to take into consideration that during 2015 we have had a few new constructions marketed since bank’s real estate properties had finished and had not yet begun private developers. A relevance fact is that for the first time since 2007 we finished the year with a significant volume of operations already generated. In this 2015 it has begun selling fairly new constructions that will be reflected in the incomes of 2016-17.
Investments
Where are we?
• New web amatImmo.cat • Big Data • Recovery of the tri-annual plan for the renewal of the computer elements • Sant Just office renewal due to the incorporation of 7 employees more in Patrimonial • Attendance at international conferences
• Central Office in Sant Just Desvern, 1000 sqm • Central Office in Sant Just Desvern, 1000 sqm • Offices in Sant Cugat del Valles: Valldoreix and city center, 325 sqm • Barcelona Office: 250 sqm • Office in Sofia (Bulgaria) Our customers are from around the world. We are local experts with international projection.
In order to provide a professional and high quality service is a must to invest in creative, technological and social innovation.
Amat. - ACTIVITY REPORT 2015
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Staff In the 4th quarter we increased our staff in 7 people reaching 70 employees as a result of winning a contest in order to manage a large number of properties of Servihabitat. In 2015, we had a growth of 8 employees
77%
23%
Employees Administration for direct employees customer service
73%
27%
Women
Men
94%
6%
47%
Native
Foreigners
University graduates
The proportion increases A lot in favor of foreigners when we speak of commercial department
Seniority 10% > 15 years 14% 15 - 10 years 17% 10 - 5 years 59% < 5 years
We are a team that combines knowledge and experience with entrepreneurship and innovation.
Trainning Todos los departamentos han seguido un programa de formación interna y periodicidad mensual, relacionado con sus respectivas áreas. Además se ha organizado: •C onference of the professor of Esade, Mr. Angel Castiñeira Title: Leadership, importance of team and followers •U rban Leasings- Course taught at the College of Administrators •H orizontal Property Regime course - taught at the College of Administrators •S eminar New ISO 9001: 2015 •S ession on Money Laundering Prevention Regulations •S ession on Criminal Liability Company •C onference EADA professor, Mr. Franc Ponti Title: Creativity in liquids times. • I nternal training to all departments given by the department heads and managers
Structure Process automation enables us to update instantly receipts and payments from customers In this 2015 we have launched a new audit of accounts plan. DATA 2015
INTERNAL SERVICES AND ACCOUNTING
Calls
204.506
Records counted
470.100
Receipts managed
149.430
Invoices paid
33.862
Security, transparency and immediacy.
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ACTIVITY REPORT 2015 - Amat.
Quality The quality of service is a fundamental value for Amat, so from the beginning we are partners, participate and / or are members of different groups in the sector:
We are collegiate property administrators since 1954
We are collegiate Real Estate Agents since 1982
We are collegiate lawyers since 1973
We were the 1st company in our sector to obtain the ISO 2000 certification
We are collegiate Economists of Barcelona since 2014
We are a ResponCat company since 2015
DATA 2015 We must take action to raising communities’ awareness about having a good government and some stability in the meeting boards. Generalization of the book - memory exercise. Has been tested in 2015. Protocol for hosting the President .
Amat has a â‚Ź 2M insurance guarantee for its customers. Quality is the guarantee of our objective, the recommendation.
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BUSINESS AREA: Patrimonial Management of community owners
Global vision of the Community. It is an equity unit to be care from the economic, legal and maintenance point of view as well as its taxation in order to do not lose value and, if possible, improve it.
ONLINE ADMINISTRATION
Mission To work with the board for good community governance . PRESIDENT
COMMUNITY
SUPPLIERS
SERVICE CARACHTERISTICS: DIGITAL FILES
• Personal Manager • Budgetary control, accounting daily. We work in real-time, paperless, with comprehensive controls that result in zero errors .
OWNERS LIST AND COEFFICIENTS
COMMUNITY
INVOICES CONTROL
ACTUAL AND HISTORICAL BUDGETS
ACTUAL AND HISTORICAL BUDGETS
SUBMITTED
INVOICE APPROVAL CONTROL
PERSONAL PAYMENT RECEIPTS
PAID
RECEIPTS AND DEFAULT CONTROL
PERSONAL CLAIMED RECEIPTS
CLAIMED
• Legal and tax advice • Constant communication with the board • Call center for timeslots in which our offices are closed, in weekends, holidays, nights, ... • Online Management: Fully interactive for presidents, community members and suppliers, to settle bills, overture and tracker ... • Digital virtual files: Books records, bills, policies, ... All online documents
BUDGET AND DONE CONTROL
DATA 2015 Departments managed
DOCUMENTOS DE PAGO
13.001
Import receipts issued
9.168.316 €
Default ratio
4.98%
Open incidences Pending resolution on 31 diciembre
3.108 19%
Incidences resolved by call Center
133
STATEMENTS OF ACCOUNTS PAYMENT DOCUMENTS INSURANCES
8,87% 7,02%
3%
7,21%
Repairs 2428 Meeting boards 253 Call center 133 Manteinance 100 Miscellaneous 80 Inspections 36 Claims 35 Rehabilitations 14 Judicial actions 12 Digital dividend 7
4% 6,13%
4,78%
1%
5,33%
5,95% 5,41%
8%
4,98%
5,02% 3,78%
78%
2005 2006 2007
2008 2009
2010
2011
2012
2013
2014
2015
Default evolution in communities
Type of issues
NEWS IN 2016 • We must take action to raising communities’ awareness about having a good government and some stability in the meeting boards. • Generalization of the book - memory exercise. Has been tested in 2015. • Protocol for hosting the President
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ACTIVITY REPORT 2015 - Amat.
BUSINESS AREA: Patrimonial Rentals and Estate management
ONLINE ADMINISTRATION
Visión Completely business oriented. The tenant is the customer of our customer owner. The only way to manage properly an heritage is customer’s loyalty and a long-term vision, trying to maintain profitability as a main goal.
PRESIDENT
COMMUNITY
SUPPLIERS
DIGITAL FILES
Mission Maintain and improve our client’s assets. SERVICE CARACHTERISTICS: • Customization: Each administrator cares about his/her client’s heritage taking a global and close view and continued of the real estate they are in charge of. • Online Administration: Owner, tenant and suppliers can manage online their information • Digital virtual files: Contracts, invoices, settlements, deeds ... Our documentary records available for our costumers.
DATA 2015
TENANT LIST
CONTRACT
INVOICE CONTROL
INVOICES ISSUED
RECEIPTS
INVOICES SUBMITTED
INVOICES CONTROL
INSURANCE
PAID
INVOICES CONFORMED
INVOICES
PENDING INVOICES
PAYMENT DOCUMENTS
VAT DIARY
Departments managed
7.304
Signed rental contracts
487
Managed incidents
2.903
Default ratio
2,27%
TAX LIQUIDATION
INTERACTIVE INCIDENCES
INSURANCES
94%
92%
95%
67% 56%
2,16% 1,29%
2007
2,28%
2,35%
2010
2011
3,01%
1,55%
2008
2009
2,76% 2,09%
2012
2013
2014
2,27%
2015
Legal
Default ratio evolution
Rehabilitations
Renewals and annexes
Incidences closed efficiently
NEWS IN 2016 • Memory of the annual activity of each heritage • Questionnaire of visited buildings
Entrust us your heritage because of security, transparency and immediacy.
Amat. - ACTIVITY REPORT 2015
Waivers
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Repairs
BUSINESS AREA: Patrimonial Key accounts Patrimonial consultancy
Key Accounts Business Line opened in 2012, under the philosophy of an adapted service of the patrimonial department to meet the needs of those key accounts. Scope of service: Catalonia and the Balearic Islands. SERVICE CARACHTERISTICS: • Fully independent teams for each client, adapting to any kind of computer platform and possibility to integrate ours. • Specific maintenance services. • Total Collaboration with internal customer services. • Adaptability to customer requirements, with initial specific plans to hone the situation of each property. • Monthly or quarterly specific reports: Occupation, default, rotation, etc. • Liquidator if it is needed.
Patrimonial consultancy • Audit service for customers whom manage their personal assets • Analysis and improvement of procedures • Analysis and comparison of all kinds of ratios to improve management efficiency • Complete legal advice
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BUSINESS AREA: Commercial We buy and rent: residential, industrial, new construction, second hand
Principles:
SERVICE CHARACTERISTICS: • Accompaniment throughout the commercial process • Information transparency from the outset • Rigorous data and the property legal status • High specialization in new construction and advising promoters and investment funds
• Knowledge of real estate market and the fields we work in • Knowledge of demand segmented by economic possibilities, features, ... • Be aware that real estate operations influence family lives, so our mission is to advise, support and secure operations. We want to make things easy and rewarding for both parties involved.
DATA 2015 Sales volume managed
• Having a very professional sales team, committed to customers and with the company. A commercial team stimulated in order to help not pushing it.
60.119.521 €
Rental volume managed
439.101 €
1st demand calls
8.671
Emails managed
21.230
Office visit
1.223
Product Visits
7.015
COMMERCIAL TEAM 3 responsables 2 lawyers
58% University education
43% <3 years 21 commercials
24% <30 years 46% 30-40 years
16% 3-5 years 16% 5-10 years
42% S ecundary education
30% >40 years
25% >10 years
Commercial team distribution
Commercial team seniority
Preparación equipo comercial
Commercial team age
We seek professionals with a long-term vision, we do not understand the figure of freelance in our philosophy, we want professional and experienced commercials, who know how to listen and understand customers and with sufficient flexibility to adapt to the continuous changes in the sector. We can serve our customers in Catalan, Spanish, French, English, German, Russian, Swedish and Italian.
NEW IN 2016 • Mª Jesús Cebrián, new Commercial Chief of Amat Group • Practical application of Big Data: Detailed market knowledge; better and optimal management of more than 2,000 monthly contacts • Estudy of procedures for new construction sales. After 8 years we started new developments. • Highly specialized in the Chinese market • Impulse of LUXURY AMAT Barcelona Real Estate department · Procedures designed to accompany the customer in joining their environment, in order to facilitate integration. We have a broad portfolio of services, from accompany for schooling, insurance, sports clubs, museums, etc. · Internationalization of the company. We belong to the most exclusive international network (Luxury Real Estate, Prestige MLS, Mayfair International Realty, FIABCI and European Real Estate Network) and established close relations with all continents. · Independent telephone for Luxury Real Estate · Exclusive videos for the ‘High Standard’ international market
Whether it is as a bidder or a petitioner, we will listen, inform and give guarantees. We will work for you throughout the marketing process.
Amat. - ACTIVITY REPORT 2015
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MARKETING • Market analysis and semi-annual edition of the Market Report
• Selecting Properties and monthly edition of the Magazine Properties • Advertising in the media properties La Vanguardia -The Tower of Barcelona - Tot Sant Cugat - Official Schedule of Conde Godo Tennis and Sailing Tournament • News in local and international media about our market analysis and properties: La Vanguardia - Expansión - The Times - Forbes - The Wall Street Journal - The Telegraph 2015.03.20
EXPANSIÓN – CASAS & ESTILO DE VIDA
2015.02.17
HE WALL STREET JOURNAL – HOUSE OF DE DAY AMATLUXURY T15177
2015.03.16
IDEALISTA – HOME PAGE
AMATLUXURY 18430
AMATLUXURY 15807
• Advertising in local real estate websites: Zoopla, Fotocasa, Idealista • Advertising in international real estate websites: Lux RE, Presitige, Mayfair, EREN, Kyero • Continued actions in social networks • Active in various international networks
• Assistance to local and international fairs and conventions Luxury Real Estate Congress in Venice. January 2015 LPS Fair Beijing. April 2015 Real Estate day of IESE in Madrid Congress Luxury Real Estate in Seattle. October 2015 BMP. October 2015 EREN meeting Lugano. November 2015 LPS Fair Shanghai. December 2015 • We recommend you viewing our videos on Youtube youtube.com/user/amatimmobiliaris
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BUSINESS AREA: Consultancy
Investment
Taxes
Buildings. The market has been highly speculative in 2015 with little patrimonial vision and very focused on the short term. The price has risen 25% : the same building can be reached by three or four different ways. Demand is very focused, if not exclusively focused on the city of Barcelona. Much concern among investors by the policies of Barcelona City Council.
Finally the communities of goods are not affected by tax reform, once said by the General Taxes Direction in various binding consultations, not being so in the case of civil societies with commercial object. This year the usual movement that has been place in recent years of crisis is still on, in relation to the municipal capital gains and at the moment of goods transmission that have a lower market value than shown in the last transmission. Has actually increased the value of land?
Land. This year 2015 has been the year of demand revival Operations have been made not only in Barcelona, but also in the first ring. Obviously with very controlled impact prices A very important difference with 2014: Demand has not been made only by foreign funds, but also promoters of the city. We have seen some historical promoters revival.
As usual we have done rents, heritage tax and seen different requirements.
Urbanism • We have handled many models 303,390,111,190,347, 184,210, 216,100,714,200,600, etc.
We have started to implement a couple of urban transformations, something that had not happened since 2007. It is a good sign of improvement and sector’s awakening.
• Studies and projections of future profitability
• There have been several studies looking at different scenarios in deciding the sale of a property due tax reform that entered into force in 2015 and which have been removed and the conversion factor is provided a different system for the coefficients of abating.
• Building rehabilitation
• Continuing the belief by many non-resident tax on
• Assets analysis
• Spain that should not be taxed by having a building (Rented or not) located in Spanish territory. Should continue to pedagogy in this regard.
We offer:
• Assets management • Property Marketing • Taxation Studies
Legal
Security, confidentiality, information.
• Inheritances and all the diversity of issues that the real estate environment comprises • Preparation of new construction deeds, segregations, groupings , registry rectifications, etc. Information, security and confidence.
Amat. - ACTIVITY REPORT 2015
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Marketing Branding, events and Amat conferences New Amat Immobiliaris Web responsive
Blogs 1 to 2 posts weekly with own content or related to industry sector: Opinion, Interviews, Curiosites, etc. Videos · 1 weekly video: Property, Environment, Enterprise, testimonies and interviews. · Interviews with Toni Casamor - Architect. Antonio González of Arquimia. Lluis Vendrell Union Switzerland. Josep M Valleys Diari Sant Cugat. Joan Margarit - Poet. Eduard Márquez - Writer. Carles Ferrater - Architect. Nani Marquina - President of FAD. · Videos of Barcelona, Sant Cugat, Sant just and Amat offices · Videos on the shopping experience Amat Social Media Networking (Facebook, TW and In) The most successful contents are the opinions of the sector, company events and encounters with customers. Intranet An effort has been made in order to get more internal but it is still difficult Publications · Annual memory · Market semiannual Report · Promotions Marketed · Sold and rented properties catalog Events for clients · 3 LPH talks on changes in Sant Just, Sant Cugat and Barcelona · Act in Gallery Quatre for customers Visit of a group of Russian managers in Sant just offices Dinners of Real Estate Environment · Garcia Montalvo. Professor of Economy in UPF · Joan Iglesias. Commissioned by the Catalan Public Finance · Jaume Guardiola. Banc Sabadell CEO · Santi Vila. Minister for Territory and Sustainability · Albert Cortina, about human or post-human · Agustí de Uribe, about communication and negotiation
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Marketing Sociedad and Amat, we are news Awards and Honours · Factor Humà. June 2015 · Best Web Design 2015 www.amatluxury.com. October 2015 · Presentation of the book “50 Women of the 1st half of the 20th Century” in Sant Just where Concepció Amigó, founder Amat, appears. Immaculada and Joana Amat talks · Presentation at the Sant Cugat’ Tribuna dinner · Presentation at EAE about nowadays companies · Participation at the roundtable of the Faro Sant Sebastiàn · Presentation at Humà Factor’s dinner in Escola Industrial · Participation at the roundtable of Cult hunting Day in Santa Monica Arts Center · Participation in the round table Women Business Day in Vilanova · Participation in the round table Woman 360 Day · Roundtable on RSC in BMP · Participation in the Catalunya Futura Conference driven by the Territory and Knowledge Platform, Innovation · Participation in World Conference organized by ESADE Sant Benet Participation in programs · Joana in the work session of the Corporate Social Stewardship · Imma enters in the Board of the Family Business Association · Mentoring Program Barcelona Activa, and mentoring IWEC · School Program and Business FemCAT · Guifré Homedes enters in the Board of FIABCI Spain Media interviews · Participation of Imma Amat and Guifré Homedes in Illa Robinson and the newspaper El Punt in different editions · In the newspaper La Vanguardia in an article by Jordi Goula · Interview with Guifre Homedes on Illa del Mar in the newspaper La Vanguardia · Interview about values in Cadena Ser · Interview about freelance, Cadena Ser · Interview on granting Factor Humà prize in TV3 · Interview in the program Terrícoles in TVB about Factor Humà prize · Interview about market 2nd semester in Cadena Ser · Mentions about developments in the real estate market, The Times and Forbes · Mentions Properties, WSJ and The Telegraph. · Interview with Guifré Homedes in OPPToday Media articles published · Diari Sant Cugat, 3 · Tot Sant Cugat, 3 · Vanguardia · 5 per day · Affilia Magazine · Meeting Point Magazine · Api’s College Magazine · Regular Articles in Diari Sant Cugat · Free comment about the company in Via Empresa at the end of the year Sponsorship dinner by ESADE ESTATE CLUB Sponsorship of book presentations in Sant Cugat · Xavier Sala Martin “It’s the time to say goodbye” · Josep M Valles “Polítics at the menu” · Albert Cortina “Humans i posthumans” · Victor Alexandre “The jowel of being Catalans” · Jordi Robirosa “Apostoflant”
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Local experts with international projection
Barcelona. Balmes, 345 · Sant Cugat del Vallès. Rambla Can Mora, 10 · Valldoreix. Plaça Can Cadena, 2 · Sant Just Desvern. Bonavista, 63-65
www.amatimmo.cat · 934 803 400 · info@amatimmo.cat Members of
Quality service