Activity Report 2017.
We dedicate this document to the memory of our mother Concepciรณ Amigรณ, widow of Amat, co-founder of our company and who left us last September 9th.
SUMMARY 6 Introduction 7 What are we? 8 What do we want to be? 9 Trunover Investments Where are we?
10 Personal 11 Training 12 Quality 13 Structure internal services and accounting 14 Business area 15 Patrimonial area • Rent Administration and asset management • Asset management and key accounts • Asset consultancy • Maintenance and rehabilitation 23 Commercial area • Real estate commercialisation • Brand new commercialisation • Resale commercialisation • Luxury commercialisation 31 Consultancy area • Investment consultancy • Tax consultancy • Urban consultancy • Juridical consultancy 35 Marketing anb PR • Marketing- branding • Generating opinion • Corporate responsibility • Awards and recognitions 42 Challenges of 2018 43 New Sant Cugat office
A LOT OF CHANGES AND FEELINGS
Aquest 2017 ha estat un any complex, tant des del punt de vista personal com professional. This 2017 has been a complicated year, both from a personal and professional point of view. Last September our mother, Concepció Amigó, past away. We dedicated this memory to her, who we owe everything we are -as we have always explained. A brave woman, committed to her family, the company and the country. Without her great effort and perseverance Amat would not exist. A mother who supported us in everything, both private and professional life, a mother-entrepreneur who trusted in us, who let us take the company from a very young age and who supported us in all the decisions we were making. His opinion was fundamental when deciding which way to go.
A STAGE HAS BEEN CLOSED AND ANOTHER STARTS IN THE FAMILY AND THE COMPANY
For her always our esteem, recognition and remembrance.
A stage has been closed and another stage has begun, both in the family and in the company: From January 1st of this year, the management of Amat Immobiliaris is led by Guifre Homedes Amat, who was already incorporated to the company as Director of Barcelona office from 2011 and has been assuming more and more responsibilities. We have become President and Vice President alternately. These changes are the result of years of working this transfer, which has made it easier and very well accepted internally and externally. 2017 has also been a year of opening a much larger office in Sant Cugat del Vallés in downtown (Av. Rius i Taulet, 17). It has been a very important investment, since we fell in love with the premises of an old carpentry shop. It has taken a lot of work to design it as we wanted. We invite you to visit us, our team will be happy to host you! It has been also the year in which we found the place where installing our corporate headquarters in Barcelona Via Augusta/Diagonal, and keeping the Sant Just office in its dimension and activity. From a business point of view it has been a good year. We have grown in all areas as the wake of the improvement of the economy. It has been a year in which we received the Personality Award from the CECOT, an award that we collected in the emotional act of the Night of the Entrepreneur and that we will keep in our memory. In short, 2017 has been a year of many different feelings: sadness, joy, motivation, recognition, doubts,... a very intense year!
Imma and Joana Amat
Activity Report 2017
WHAT ARE WE? • Founded in 1948 by Joan Amat. • Directed from 1952 by Concepció Amigó Amat widow. • Directed since 1990 by Imma and Joana Amat • 2010 incorporates the third generation: Guifré i Martina Homedes Amat i Nadia Massagué Amat. We offer a professional and competent service Having a high level professional team forming part of the company is one of our objectives. We are excited about our work We convey this passion to the people who work with us, clients and suppliers. We innovate We are always up to date with both technological and procedural innovations and, in particular, we have focused on digital transformation and the use of Big Data to make our service more efficient. We are looking for personalization We have a team formed by lawyers, economists, real estate consultants,... Prepared to know and advance the needs of customers.
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Committed to quality That’s why we were the first company in the sector to achieve the ISO, which we renew every year.
WE HAVE GROWN BUT CONTINUE TO BE A CONSISTENT, CLOSE AND COMMITTED TEAM We are integrated in our time We are part of the associations of professionals related to areas of our activity and we work in collaboration with the best professionals. We participate in many of the centers of debate and associations of the civil society. Social Responsibility is part of our DNA and, therefore, is integrated into our strategy.
OUR CUSTOMERS ARE FROM ALL OVER THE WORLD
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WHAT DO WE WANT TO BE?
Activity Report 2017
A different real estate company, recognized in the market for its transparency, honesty, consistency and credibility. View We want to be recognized by customers and society as a different real estate agency. Our company not only has to be a good company, but a unique company.
Values • Business ethics • Coherence, transparency and confidentiality • Long-term vision • Consistency, quality and perseverance • Knowledge, training and innovation • Conciliation policies and commitment to society.
Mission Our mission is to advise and manage the patrimonial assets of our clients, within a framework of absolute professionalism and honesty, Using innovation and technology to offer the best possible service with a high personalization.
EXPERIENCE, INNOVATION AND COMMITMENT TO CUSTOMERS
TURNOVER
WHERE ARE WE??
Amat has invoiced in 2017 the figure of € 5.906.766 €
BARCELONA
Opened in April del 2018 Via Augusta, 3 370 sqm
5.906.766 €
mililons 5€ 4€ 3€
Balmes, 345 250 sqm
2€ 1€
SANT CUGAT
9
2017
2016
2015
2014
2012
2013
2011
2010
2009
2008
2007
0€
Opened in November 2017
INVESTMENTS
Av. Rius i Taulet, 17 255 sqm
SANT JUST • Research, adaptation andopening of the new office in Sant Cugat • Research and adaptation of our new HQ office in Barcelona, Via Augusta • Attendance to International congresses Bonavista, 63 1000 sqm
TOFFERING A PROFESSIONAL AND HIGH QUALITY SERVICE INVESTING IN CREATIVE, TECHNOLOGICAL AND SOCIAL INNOVATION IS A MUST
Activity Report 2017
BILLING EVOLUTION
Opened in April del 2018 Ctra. Reial, 79 60 sqm
EMPLOYEES
CONSULTANCY
7%
2017 2016 2015 2014 2013 2012 2011 2010
Our staff have been doubled since.
10
46 employees
COMMERCIAL
30%
PATRIMONIAL
55 employees 65 employees
47%
Areas distribution
60 employees 63 employees 72 employees 89 employees 96 employees
MANAGEMENT
2%
FINANCES
6%
GENERAL SERVICES
8%
Gender distribution
Activity Report 2017
94%
Nationals
75%
25%
6%
Internationals
Nacionality
Mothers and children work together in Amat
more than 10 years between 5 and 10 y. between 5 and 1 y. less than 1 year
32%
more than 50 years between 40 and 50 y. between 30 and 40 y. less than 30 years
Graduate High school Primary school
23% 19%
26% Years at the company
7%
7%
43%
50%
28%
29%
36%
Education
age
All the departments have followed a monthly internal training program related to their respective areas. Internal training: • IMMOTAAF • Legal training External training: • English • Training in the College of Licensed Property Administrators
• Training of the new telephone program Allcom • New Standard 9001:2015 • APCE Real Estate Company training • Dale Carnergie Commercial skills • TAAF CLOUD • Reporting program training for financial department • Real Estate Trading training in IURIS AULA • Management training in HR in EADA
Activity Report 2017
TRAINING
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QUALITY
We were the 1st company in our field in wining the ISO certification in 2000
Guarantee insurance of 2 M€
Quality service is a fundamental value for Amat, that’s why we are associated from the beginning to the following collectives:
We are real estate managers since 1954
We are lawyers in Barcelona since 1973
We are members of:
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We are economists in Barcelona since 2014
We are real estate agents since 1982
We are members of:
Activity Report 2017
• FIDEM President • FemCat secretary • APCE management board • ASCEF management board • RACC management board • FIABCI Spain management board
Cambra Hispano-Sueca a Barcelona
• ResponCat management board • EADA executive patron • Grup 7 patron • Mutua de Propietarios patron • OMHB counsellor
We are committed to: ResponCat company since 2015
Human Factor company since 2015
Emotional stability company since 2017
STRUCTURE, INTERNAL SERVICES AND FINANCES Process automation allows us to have instant updates of management collection and payments.
2016
614.892 2017
2015
2016
242.897
2014
217.796
2013
149.430
2012
146.473
2017
132.951
2017
2014
37.552
2013
35.825
PAID INVOICES
33.862
2016
2015
2016
2017
Activity Report 2017
2015
553.376
470.100
324.744
259.550
392.322 2014
MANAGED INVOICES
37.621
SECURITY, TRANSPARENCY AND IMMEDIACY
2015
2013
137.284
2014
2012
37.977
2013
212.266
130.732
2012
204.506
123.528
227.368
CALLS
400.000
POSTED RECORDS
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BUSINESS AREAS COMMERCIAL With transparency, a professional team and personalized marketing we obtain the best results in national and international markets.
Commercialization of new and second hand properties for sale Commercialization of properties for rent Commercialization of residential industrial and tertiary properties
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Commercialization of Luxury properties for sale and / or rental
Activity Report 2017
CONSULTANT Years of experience and a global vision facilitates the decision making on the selection of investments, minimizing the risk, and giving security and profitability.
Advice on equity investments.
PATRIMONIAL We apply the new technologies to improve communication profitability and win in efficiency, transparency and immediacy..
Rental management and wealth management Asset management of large accounts: investment funds and family office Management of communities Maintenance and rehabilitation of buildings
Urban planning advice and land management. Real estate legal advice. Fiscal advice.
WE GROW IN SERVICES, WE GROW IN PROFESSIONALIZATION
C O M M I T M E N T P R O F E S S I O N A L I S M I N F O R M A T I O N T R A N S PA R E N C Y
PATRIMONIAL AREA
PATRIMONIAL AREA
ONLINE ADMINISTRATION
PROPERTY
SUPPLIER
TENANT ARRENDATARI
DIGITAL ARCHIVE
TENANT LIST
CONTRACT
INVOICES CONTROL
RECEIPT ISSUED
RECEIPT
SUBMITTED
INVOICES CONTROL
INSURANCEP
INVOICE APPROVAL
INVOICES
AID
OUTSTANDING INVOICES
PAYMENT DOCUMENTATION
VAT DIARY
RENT ADMINISTRATION AND ASSET MANAGEMENT • Qualification. Our highly qualified professionals will manage your assets with the mission of improving it and making it profitable, with efficient management and in accordance with the social and economic reality of each moment and of the client. • Competitiveness. The loyalty of the Tenant S Client in the medium and long term, with the profitability objectives proposed by the property, is essential to be able to correctly manage an asset. • Suitability. We deposit in the rental market all the properties in the best conditions of competitiveness. T
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SETTLEMENT
Activity Report 2017
INSURANCE
INTERACTIVE INCIDENTS
Pioneers in offering online administration service Since 2004 • Balance. We believe the selection of the tenant is the first and most important task in order to guarantee the success of our entire management. The decision on the suitability or not of the candidate is always subsequent to the study of the economic and patrimonial reports presented by the renter. • Flexibility. We bet on a balanced rental contract between both parties and we are rigorous in its compliance, although we always have the necessary flexibility to be able to redirect the situations, if necessary.
PATRIMONIAL AREA
2017 DATA
2017
2016
2015
2014
2012
2013
2011
2010
2009
2007
2008
2006
1,36% 2017
1,46% 2016
2,27% 2015
2014
2,76%
2,09% 2013
2,35% 2011
3,01%
2,28% 2010
2012
2,16%
1,55% 2008
1,29% 2007
Activity Report 2017
2017
2016
2015
2014
2012
2013
2011
2010
2009
2007
Renewe
EVOLUTION DEFAULTY RENTALS
NEWS IN 2018
• TAAF Cloud implementation • Unpaid Insurance consolidation • New Asset books (data, graphic, year overview)
2008
2006
1.466 1.546 1.644 1.815 2.013 2.055 2.553 3.099 2.868 2.544 2.567 2.549 2.305 2.478 2004
2005
New contracts
2009
• Technology. We have a technologically advanced service from the point of view of processes (virtual file with all the documentation: contracts, invoices, receipts, settlements at the client’s service), intelligent management of supplier invoices, as from the point of view of the interactivity between the administrator, the owner, the tenant and the provider, through the Online Administration.
EVOLUTION OF RENEWED RENTALS
379 36 373 57 378 44 404 69 340 64 391 61 319 44 268 61 319 68 304 82 502 94 467 70 457 138 161 473
• Advice. we make a questionnaire before the home delivery at the time of signing which will be the report of the property conditions and it will be the same document which will be filled before the departure of the renter. This document, on both times, will be made in the presence of the landlord and will be signed by both contracting parties.
2004
• Control. We make a questionnaire before the home delivery at the time of signing which will be the report of the property conditions and it will be the same document which will be filled before the departure of the renter. This document, on both times, will be made in the presence of the landlord and will be signed by both contracting parties.
EVOLUTION OF RENTAL SIGNED
2005
TRUST US YOUR HERITAGE BY TRUST, SECURITY, TRANSPARENCY, AND IMMEDIACY
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PATRIMONIAL AREA
2017 DATA 21 Professionals Territoriality Balearic islands Assets/Contracts 5.362 units Human team
ASSETS MANAGEMENT AND LARGE ACCOUNTS
Rentals managed
837 858 3.188 12.470
View Manage large volume of customers – tenants with the criteria and objectives defined by our client-provider. Mission Achieving the goals set according to the procedures defined by our clients, have the flexibility to adapt to a changing portfolio.
7.214
SERVICE FEATURES
18
Calls and visits Incidents External administrative formalities Contract reviews Contract renewals
Inhouse administrative formalities External administrative formalities
Activity Report 2017
24.567 administrative formalities Commercials Renewals Techniques Contracts cancellations Default Contracts modifications
15,5% 24,7% 7% 14,2% 16,3% 16,2% Types of transactions
• Flexibility, both in the number of people assigned to the projects, and in the follow-up of the processes, we adapt to the processes of each client. • Fluid and constant communication • Full collaboration with the internal services of the client-provider • Control of processes and actions • Specific monthly or quarterly reports of all ratios. • Independent equipment for each client • Judicial administration if the client requires it
ASSETS CONSULTANCY • Advise clients about legal, economic and fiscal treatment of properties both in the control of processes and in the management and improvement proposals.
• We adapt our services to our clients’ needs so we have established four types of differentiated services (Advice, analysis, implementation, consulting and monitoring) so each client can choose the most convenient solution at any time. • We accompany and advise the client during years after the audit in order to improve the management of their assets.
46 13 195 26
201
2474
Repairs Contract termination Renewals Rehabilitations Legal Claims 2955 incident management
Housing rehabilitation managed by Amat
BUILDING MAINTENANCE AND REHABILITATION • Advice on current regulations on new construction, maintenance or inspections that must be carried out on buildings and new proposals that may arise (recharging electric vehicles, energy efficiency, financing, etc.) • Advice of the most suitable companies / suppliers, request of budgets both in repairs and in rehabilitations of housing and / or buildings. • After Sales Service in housing promotions. • Rehabilitation and new construction of single-family houses.
Activity Report 2017
• Legal and tax advice in the constant adaptation of new criteria in the treatment of real estate rental assets applying the different changing laws.
19
PATRIMONIAL AREA
ONLINE ADMINISTRATION
PRESIDENT
COMMUNITY ARRENDATARI
SUPPLIER
DIGITAL ARCHIVE
COEFFICIENTS
COMMUNITY
INVOICES CONTROL
ACTUAL AND HISTORICAL BUDGET
ACTUAL AND HISTORICAL BUDGET
SUBMITTED
INVOICE CONTROL
PAID PERSONAL RECEIPT
PAID
RECEIPT AND DEFAULT CONTROL
OUTSTANDING PERSONAL RECEIPT
OUTSTANDING
BUDGET CONTROLLED AND DONE
20
PAYMENT DOCUMENTATION
STATEMENT OF ACCOUNTS
Activity Report 2017
INTERACTIVE INCIDENTS INSURANCES
Pioneers in offering online administration service Since 2004
ADMINISTRATION OF RESIDENT’S ASSOCIATIONS View We conceptualize the communities as a global whole to which we provide services, solutions within a personalized business line that enriches our customers bi-univocally. Mission Our interaction procedure allows us to manage the administrators in the generation of added value in the daily provision of the administration service.
SERVICE FEATURES • Personal Administrator The team is make of 8 professionals. All of them graduates in law and technical careers, all with a technical profile focused on providing services for the management and immediate solution of the demands originated in a daily basis focused on our community clients’ portfolio. • Key Account. It is the key of our management. It is the person who is in contact with the client to manage and develop quickly and efficiently all of their demands and needs. • Advice on legal, economic, fiscal and maintenance matters, together with the adaptation of current regulations at all times. • Legal and fiscal advice • Communication in two phases: 1. We listen / act 2. We communicate/results It is the key to value all our added service that we deliver to society and we strive to innovate in the necessary channels and means to facilitate maximum communication.
Community Questionnaire Professional vision that allows to establish a direct and personal control of the managed property. This tool is created and thought to help to deepen in the real knowledge of the state and future of the community projects. We work hand in hand with the best professionals that help us in the detection and planning of the necessary actions and maintenance, control and adaptation in compliance with the standards.
Budget control Real-time, transparent and up-to-date support that allows us to be proactive and have immediate action to reduce and minimize any impact on the client. Digital File Amat Immobiliaris website is a user service that gives access to all available historical information and updated any moment / any time. On-line administration It is part of our website, it is the library and central information for our customers that allows them to interact actively with the organization and management in constant contact and communication with the Personal Administrator. The service allows to open incident tickets to all users at any time and clients cane be sure that their administrator will receive immediate notification for their management and control.
Options are studied in a staggered way to execute the improvements and necessary maintenance works. The final maxim of active and preventive action is to optimize the economic resources and achieve the revaluation of the Patrimony without the client feeling decapitalized.
Activity Report 2017
Call Center It allows us to extend our working and service hours to be available 24 hours a day, 365 days a year since we cover nights, weekends and holidays. Clients will always be attended on preferential basis and knowing that the subsequent management of follow-up will be carried out by his administrator who will attend the control of the management and the payments of the invoices that can be generated immediately. Professionals are suppliers chosen for their efficiency and speed, specialized in the required needs.
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PATRIMONIAL AREA Solved incidents Pending incidents
2017 DATA EVOLUTIONS OF COMMUNITY DEPARTMENT 15.000
9.000 6.000 3.000
852 7.992 7.500 7.294 9.312 10.066 12.258 12.496 12.428 13.001 13.100 13.208
12.000
2.049
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
3.061 Opened incidents
Repairs Board Call center Manteinance Legal proceeding
2017
2016
2015
2014
2013
7,02% 5,41% 3,78% 4,98% 4% 3,07%
3% 4%
2012
2011
2010
2009
2008
5,02% 6,13% 5,33% 5,95%
Activity Report 2017
2007
22
8,87%
EVOLUTION DEFAULTY RENTALS
1%
88% Type of incident
NEWS IN 2018 • New office in Ctra. Reial (Sant Just) • TAAF Cloud consolidation • New maintenance department
Visit of real estate agents from Japan in September.
5%
COMMERCIAL AREA
COMMERCIAL AREA
REAL ESTATE COMMERCIALIZATION ARRENDATARI
View We understand that the real estate operations related to the family house are the most important that usually a family does. That is why all points of view must be taken into account. They should be advised by honest and knowledgeable real estate professionals. Mission Advise, accompany and ensure operations, whether for sale or rent. We want to make things easy and rewarding for both parties. We want to do operations, but what we most want is done it with the maximum information, security and guarantees.
SERVICE FEATURES 24
• Knowledge of the real estate market and the environment in which we operate.
Activity Report 2017
• Knowledge of the demand segmented by typologies, economic possibilities, characteristics, • Transparency in information from the outset. • Rigorousness in the valuation, in the data and in the legal situation of the property. • Communication to all parties involved in the operation.
COMMERCIAL AREA
We have a very professional commercial team, committed to the clients and the company. A comercial team with the aim to help, not to pressure.
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4
% > 10 years
managers
2
45%
37%
specialists
between 1-5 years
22
Commercial team distribution
secondary studies
< 1er year
Seniority of the commercial team
33
% between 30 and 40 years
55%
33%
commercials
52
% > 40 years
graduated
Sales team education
15
% < 30 years
Business team age
MANAGED FOR RENT VOLUME 2014 2015 2016 2017
435.185€ 439.101€ 370.960€ 426,991€
MANAGED FOR SALE 2012 2013 2014 2015 2016
35,1M€ 37,4M€ 62,1M€
25
61M€
2017
NEWS IN 2018
96,2M€
• Repositioning Amat Luxury • New brand new construction equipment in the territory • Digital real estate valuation Barcelona Meeting Point fair 2017
Activity Report 2017
2017 DATA
108,4M€
COMMERCIAL AREA
BRAND NEW COMMERCIALIZATION • Definition of the real estate development model and its typologies _ We know in depth the areas, their needs, the typologies of the population and their requirements. Therefore, we like to participate in the conception and design of the promotions. _ Finding the balance between product, price and its financing. _ We add value.
• Commercialization _V ery well prepared commercial team that thoroughly knows every real estate development: characteristics, materials, benefits. _ Adaptability to customer information and control systems.
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DELIVERED BRAND NEW HOUSING
• Constant communication _ With the Promoter: detailed reports of commercial activity and results in the fixed periodicity. _ With the buyers: quarterly and throughout the duration of the promotion. • Definition of the Mk plan _ It is necessary to design a different Mk plan for each promotion depending on: its location, the product typology, the level of finishes,... _ IPlan that must evolve and be adapted to the different phases of the promotion.
• We give credibility and guarantee
Activity Report 2017
COMMERCIAL AREA
BRAND NEW HOUSING IMPACT
VALLÈS OCCIDENTAL
3.536€/sqm
MARESME
VALLÈS ORIENTAL
MATARÓ
SANT CUGAT
EL MASNOU BADALONA RCELONÈS RC È
ALT PENEDÈS
2.885€/sqm Amat sales point
2.789€/sqm
SANT JUST
3.084€/sqm
L’HOSPITALET BAIX LLOBREGAT
6.270 €/sqm
d
2n
n ow cr
GRÀCIA
n
ow cr
d
3n
3.923 €/sqm
HORTA GUINARDÓ
SARRIÀ ST. GERVASI
LES CORTS
NOU BARRIS
ST. ANDREU
6.173 €/sqm EIXAMPLE
SANTS MONTJUÏC
CIUTAT VELLA
ST. MARTÍ Diagonal Mar
4.926 €/sqm
COMMERCIAL OFFICES FOR BRAND NEW HOUSING
4.219 €/sqm
Activity Report 2017
3.219€/sqm
3.001€/sqm
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COMMERCIAL AREA
RESALE COMMERCIALIZATION HOUSING, PREMISES, INDUSTRIAL AND TERTIARY AVERAGE EVOLUTION OF RENT flat
house
Barcelona
flat
house
Sant Cugat
flat
PRICE IMPACT EVOLUTION FOR RESALE PROPERTIES house
Sant Just
Barcelona
Sant Cugat
Sant Just
3.994
2.335 462.334 € 421.568 €
1.092 1.089 1.023
395.414 €
€/more
2010
28
2011
2012
2013
2014
2015
2016
2017
2012
2013
2014
2015
2016
Activity Report 2017
Distinguishing features for RENT:
DIFFERENTIAL ASPECTS FOR SALE:
• Housing delivery questionnaire, as a guarantee for the owner and the tenant.
• Security. Throughout the real estate operation.
• Scoring tenant analysis to ensure contractual compliance possibilities. • Balanced agreement between the two parties. • Non-payment insurance. • Knowledge of the daily market pulse.
2017
• Valuation. We know the market perfectly and its prices. We do not want to play to raise prices to get product. It is a frivolity and a risk to the owner. • Legal: _ Before: obtain registration note and analysis before putting the property on themarket. _ During: resolution of any legal or urban subject appeared. _A fter: follow-up of the cancellation of pre-existing mortgage charges. • Filter visits for security of the seller, avoiding curious. • Constant communication with both the owner and the interested party.
COMMERCIAL AREA
COMMERCIALIZATION • International network
Differential aspects
_W e belong to several international networks, with which we actively collaborate: EREN, Luxury Real Estate, FIABCI,...
• The history. Since 1983, with the arrival of the first managers of multinationals in the area of Sant Just-Esplugues, we offer a service of Luxury homes that are applied to Sant Cugat, Barcelona and at the moment in the whole Catalonia, all prime products.
_ We have a wide network of partners all over the world: Europe, Russia, China, United Arab Emirates, USA,...
• The team. Business consultants with a lot of market and client knowledge, and fluency in different languages. • Personalized service depending on the nationality and applicant needs. Legal advice, processing Golden-visa; welcoming in the city; Accompaniment in the search, not only housing, but also schools, cultural life, sports, etc.
Fair and Congresess attendance such as: ·L uxury Real Estate Congress. BCN - January · Immointer FIABCI - April. · EREN Congress. Austria - April.
• Marketing designed according to the house and the typology of the possible buyer.
· Meeting Point Fair. Barcelona - October
Activity Report 2017
_ We attend to international conventions 3 or 4 times a year where we have the opportunity to showcast our properties and offer great networking sessions.
29 LL
LL
O
O
G
G
A
A
D
D A D U EN V
V
EN
U
D
A
A
A
COMMERCIAL AREA
COMMERCIAL MARKETING • 12 property magazines annually • 1 luxury property catalogue • Report sold and rented. • Report marketed promotions. • Creation of videos and dossiers of properties. We recommend you to view our videos in Youtube and our publications in ISSUU. • Advertisements in La Vanguardia, Revista La Torre, Tot Sant Cugat, Revistas Torneo Tennis Conde Godó and Torneo Vela.
Property magazine
• National Real Estate websites: Habitaclia, Fotocasa, Idealista, Pisos.com, Trovimap and Flatalert. • International Real Estate websites: Kyero, Luxury Real Estate, Mayfair International Realty y Eren. • Social media strategy. • Open house days in new construction housing.
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• Active engagement in international social media network: EREN, Luxury Real Estate, FIABCI.
Activity Report 2017
• Fair and Congresess attendance such as. Catalogue, dossier and Youtube Luxury
Brand new catalogue Sold and rented properties information
Activity Report 2017
29 31
CONSULTANCY AREA
CONSULTANCY AREA
INVESTMENT CONSULTANCY
32 Activity Report 2017
During the last semester of 2017 the fiscal, legal and investment departments have been implemented within the “CONSULTANCY” department. The main aim is to coordinate actions and workload of all these departments from both the point of view of customer services and external advice. In 2017 turnover goals have been achieved. Even so, there is a perception of achievement of goals because three of the most relevant operations planned have not been completed within the year. Polarization in the market of large budget mainly corporate products, for SOCIMIS and investment funds-, and for small budget -for private investment- is noticed. The main industrial operations, for developers, are very rare. Development rotation and land adcquisition without financing is difficult to prove. In this case the sharing of product units regarding to the number of developers is very significant. Source: Deloitte. The minority of stakeholders produce the majority of units. 2017 has been the consolidation of diversifying real estate investment known as “alternative invesments”. This is mainly logistical, hospitality, students housing, ... Similarly, investment starts to professionalizing increasing societary structures such as office
SOCIMIS that get rid off actives not related to their business field. The other main trend is the shortage of finalist or prime product. This continues, although with a strong boost of upward rents, in a situation of yields compression that expel from the market the classic investors who continue to pursue product with higher returns. The market will need an intensive managing in order to add value. The speculative investment seems over. Land • Scarce finalist land • Ineffectiveness of the involved public administrations • There is only in the first crown and Barcelona city • Exhausting licence proceedings • Stable and growing demand in brand new development and growing. We emphasize that Amat advices on land transformation within the 1st crown of Barcelona in diferent levels of administration that will suppose the creation of more than 200000 m2 of housing for different uses. We could suppose that the lack of land could be a circumstancial fact but the problems in CONSULTANCY AREA Activity Report 2017
CONSULTANCY AREA
Buildings A few product in good conditions, feeling oflegal uncertainty that clearly affects to a large stock in big buildings in a “sensitive” areas (Raval).
SECURITY, CONFIDENTIALITY, INFORMATION Logistics The logistics market has grown in the last year (1st quarter has hired 200,000 sqm) in a very important way and, in fact, the operators agree that there is no supply of land to meet the demand. This has the need to find industrial premises where the sqm (between 2,000 - 4,000) are distributed mainly on ground floor with height. The demand is so strong that projects are executed at risk (without an operator). The average impact was € 6.75 / sqm in the first quarter of the year. In prime areas (BCN) impact of € 8 / sqm has been achieved, and decreases radially from Barcelona with an average of € 0.5 / sqm every 20 km. The lack of offer has provoked a rotation of 8.5%. New contracts have an average
of 5 years. Users are very demanding about industrial premises being within regulation and normaly 2 or 3 months of preamortisation period are given. According to the main operators, bank financing for logistics projects is still difficult to achieve since the risk departments do not know enough about the market or the operators. Industrial Most of the park of industrial buildings is obsolete in regulations and typology (excess of floors, deficit of loading docks, height) Few operations are done and most are for rent. Sale is complicated by the high capex at the time of adjusting to the needs of the new operators.
URBAN PLANNING CONSULTANCY _ Different plans in progress, some in already very advanced phase. Others will start now. _ Nany things are changing in the market, like urbanistic approaches that stand still. _ There are councils that are already thinking about new developments. _ The sector needs above all to generate confidence, vitality to the system and legal security.
Activity Report 2017
33 urbanistic administration can provoke a new cycle impact between the market and the final land development. The 2015-2016 trend with notable increases in the impact price has slowed down, moderate with a tendency to maintain very stable growth.
33
CONSULTANCY AREA
34 Activity Report 2017
FISCAL ADVICE
LEGAL ADVICE
We look at the client globaly, analyzing his tax history and understanding why they have determined is future in order to give advice in the present. Fulfilling tax obligations is a duty, doing it with conscience is our obligation. Complir les obligacions fiscals és un deure, fer-ho amb consciència és la nostra obligació.
_ Advice, processing and management in legal matters regarding real estate.
View That our client fulfills its fiscal obligations with the maximum tranquility and security. Mission Analyze, advise and accompany in the continued relationship with Treasury.
SERVICE FEATURES • Transparency • Reliability • Security • Customization • Communication • Income, wealth, partnerships, VAT, non-residents, payments on account, model 347, model 184 • ETE models • Requirements Attention • Inspection Assistance
_ Inheritance and all the diversity that revolves around the real estate world. _ Preparation of deeds, new work and division, segregations, groupings, rectifications, etc.
INFORMATION, SECURITY AND CONFIDENCE
35
MARKETING AND PR Activity Report 2017
MARKETING AND PR
MARKETING BRANDING Annual Report
Publications • Annual report • 2 annual Market Reports • 10 Diary of change • Calendar
36 Activity Report 2017
Evens • Hosts of the XI International Luxury Real Estate Simposium- January • Market Report press conference. - March • Events for clients about finances with Rafael Sambola. - June • Visit of commercial agents from Japan. -Setembre • Visit of commercial agents from Japan. -Setembre Real Estate Environment Dinner • 41st dinner with Antoni Bassas, Dir. of Audiovisual dept. in Diari ARA. - January • 42nd dinner with Professor Antón Costas, of Economic Polítics in UB. - March • 43th dinner with Juan Antonio Alcaraz, General Dir. in CaixaBank. - May • 44th dinner with Jaume Fornt, Dir. of Housing Agency of Catalonia and Javier Burón, Manager of Housing of Barcelona Council. - July • 45th dinner with Marisa Retamosa, Dir. of Computer Security and Media Government in Caixa Bank - October • 46th dinner with Jordi Serrano, focused in tthe future of the work .- November
Vídeo Market report
Calendar
Market report
MARKETING AND PR
96
44
posts
18.157 views
3.403
views 52% increase compared to 2016
47% increase compared to 2016
62
posts
vĂdeos
37
12.507 visualizations
20% increase compared to 2016
24
Activity Report 2017
Content generators in internet
publications
9.351 readings
32% increase compared to 2016
The most succesful content is always our opinion about real estate market, corporate events and clients’ experience.
862
Followers in Social Networks 17% increase compared to 2016
1.830
1.747
1.162
1.363
MARKETING AND PR
GENERATING OPINION Interviews, articles and other media appearance. Opinon leaders in articles and reports about the situation of the real estate market in Catalonia in:
38 Activity Report 2017 Conferences • Barcelona Activa. Panel discussion with CEO women in the Women’s Working Day. • InmoInter. FIABCI. Moderating the panel discussion about foreign market and UK, France and Swiss commerce chambers, • ENAF Albacete. Conference: History and future. Innovation, now and always. • Universitat de Barcelona. Several conferences in a Real Estate Master’s. • Simpòsium BMP. Panel Discussion: How long can the cycle last? • APCE. Conference about real estate marketing. • APCE I Generalitat de Catalunya. Working session about For rent Reference Index and LAU aproach.
Amat in the news
MARKETING AND PR
Activity Report 2017
L’Illa de Robinson | El Punt Avui | 16.01.18
39
TeleNoticies TV3 - 20.11.17
MARKETING AND PR
CORPORATE SOCIAL RESPONSIBILITY Transmission of values • Factor Humà Award Jury • Mentoring Program by Barcelona Activa and IWEC • Speaker in Escola i Empresa Program by Femcat • Flexibilitation of working hours: adaptation to the working hours in order to improve family schedule • Incorpora project and AURA Fundation • Internships with students from: Ferre i Guardia School, Garbí School and Deutsche Schule Barcelona
40 Activity Report 2017
Book’ Sponsorship • Xavier Bosch, Nosaltres dos - March • Mònica Usart, Només seran quatre gotes - Setember • Victor Alexandre Els amats de la Rambla del Celler - October • Jordi Rovirosa, Dream team - November. • J oan Margarit, Un hiver fascinant - November.
TEA awareness campaign Autistic disorder. - April
Gifts of books or sculptures to clients
Sponsorship of the Dr. IM Fundation charity dinner - November
Sponsorsip of AECC Anti-Cancer Spanish Assosiation. - June Sports and cultural sponsorship. • Children’s march of regularity.- April • Territori Special.- May • Karts racing .- November
Sponsorship and jury of the FIDEM awards. - November
MARKETING AND PR
Activity Report 2017
AWARDS
41
FROM LEFT TO RIGHT AND TOP TO BOTTOM: 2017 CECOT Personality Award | 2017 Best API agent award
2017 Global Affiliate of the Year Luxury Real Estate award | 2017 EQAMOB&CO International Quality Seal | 2017 Best practices NEINOR Awards | 2015 Factor Humà Award | 2014 Best Business career by Commercial Chamber | 2015 Best Website Desing Luxury Real Estate Award 2013 IWEC award | 2009 Forum Europa 2001 Golden Medal | 2003 European Citizen Award 2003 FIDEM Award | 1999 Francesc Maciá Medal to Concepció Amigó.
CHALLENGES FOR 2018 But the challenges for 2018 don’t end here due to the market is moving forward in a positive cycle but with huge social challenges related to housing that it is necessary for Amat to work on it with its knowledge to help for finding solutions.
Being more a coincidence than a plan, this year 2018 has had 3 challenges for Amat Immobiliaris. On one hand, it has been a generational succession in the General Management since January.
Meanwhile, we have to be able to not lose the rythm in the digital transformation and keep business ethics and social awareness.
On the other hand, we have a new headquarters in Barcelona located inVia Augusta/Diagonal, in the heart of Barcelona. And besides, it is our 70st Anniversary. In May of 1948 Joan Amat founded Amat Immobiliaris in Sant Just Desvern.
THE 70TH ANNIVERSARY STARTED WITH THE GENERACIONAL SUCCESSION AND THE OPENING OF THE NEW HEADQUARTERS IN BARCELONA
All these 3 events celebrated in the first semester of 2018 mean lot of work and emotions concentrated in a few months.
GENERAL MANAGEMENT
MANAGEMENT BOARD
Guifré HOMEDES CEO
42 Activity Report 2017
PATRIMONIAL MANAGER
Esther VALLÈS
RENT Administrators
COMMUNITY Administrators
MAJOR ACCOUNTS Administrators
MAINTENANC E INSURANCE
COMMERCIAL MANAGER
Ma Jesús CEBRIÁN
BRAND NEW HOUSE Sales consultants
LUXURY Sales and rent consultants
STANDARD Sales and rent consultants
CONSULTANCY MANAGER
Gemma FOLCH
FINANCE
MANAGER Asunción RODRÍGUEZ
JURIDICAL
BUSINESS
Laywers
Consultants & controlers
FISCAL
INTERNAL SERVICE
INVESTIENTS
Controlers and assistance
PEOPLE & GENERAL SERVICES MANAGER Trinitat ROPERO
PEOPLE MARKETING Comunication and design
QUALITY
Consultants
GENERALS SERVICES Recepcionists
NEW OFFICE IN SANT CUGAT
Opening. of new offices in Sant Cugat in November, 17, Rius i Taulet, Av.
BARCELONA Via Augusta, 3 i Balmes, 345 | SANT CUGAT Av. Rius i taulet, 17 | SANT JUST DESVERN Bonavista, 63 i Ctra. Reial, 79