Walliance has signed a partnership with Ernst&Young and JLL, leading global consulting firms. Accordingly, starting from the assumptions provided by the Issuer, the consulting firms conduct an independent evaluation for Walliance of each Real Estate project submitted to the platform. This evaluation is made available to investors through the publication of one of the following documents: the Property Outlook provided by JLL, or the Selling Information Memorandum provided by EY. In both cases, the document is published within each project file in the "Documents" area.

The purpose of both documents is to provide an assessment of the Real Estate operation (rating), ranging from a minimum of 1 point to a maximum of 5 points. Several parameters are taken into account to make this assessment.

Parameters used for the evaluation

In both documents, the following parameters are taken into account.

  • Population: it indicates how much the area's population, including tourists, falls within the potential catchment area of the buildings to be realized.

  • Development linearity: it indicates the project's complexity level.

  • Soft cost congruity: it refers to design and management costs, indicating how consistent these are in relation to similar projects.

  • Hard cost congruity: it refers to construction costs, indicating how consistent these are in relation to similar projects.

  • Duration congruity: it refers to the duration of the Real Estate operation, indicating how consistent it is in relation to similar projects.

  • Revenue fairness: it refers to the expected revenue from the Real Estate operation, indicating how consistent it is in relation to similar projects.

  • Surface consistency: it refers to the apartment types envisaged in the project, indicating how consistent they are in relation to the development area's Real Estate market demand.

  • Intended use: it refers to the Real Estate market's demand, indicating how consistent the project is in relation to the properties' intended use in the development area. 

  • Market interest: it refers to Real Estate market demand, indicating how much interest is shown in the operation.

  • Market trend: it represents the Real Estate market trend assessment in the development area and how the operation fits within this trend.

  • Economic conditions: this parameter provides general assessments of the expected costs and revenue of the Real Estate operation. 

Did this answer your question?