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Expertise on investment
and private asset management

Patrimony® is conceived as a highly capable investment management boutique specialising in creating value. It currently manages an asset portfolio valued at over 300 M€.

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Company

Philosophy

  • INDEPENDENCE AND CONFIDENTIALITY

    We have no links to any financial or industrial groups, which may become potential conflicts of interest, ensuring the utmost confidentiality for our customers.

  • EXPERIENCE

    Over thirty years in the Spanish real estate market.

  • AGILITY

    Ability to swiftly adapt to the specific requirements of our customers.

  • ADDED VALUE

    Focus on value creation.

  • TEAMWORK

    Coordination with our customers and their teams, as well as other professionals in the industry.

  • RESPONSIBILITY

    Our customers’ investments are treated as if they were our own.

  • CO-INVESTMENT AGREEMENTS

    We can participate along with our investors in the acquisition of specific assets.

Services

Patrimony® provides high level advisory and management services, helping our clients to achieve their investment objectives within the following main areas:

  • Identification of assets and investment opportunities.
  • Structuring of property sales and disposals. Design of businesses plans and their execution.
  • Feasibility and strategic analysis for the acquisition or disposal of individual assets, property portfolios, and real estate companies.
  • Definition and development of real estate projects, redevelopment and refurbishment of existing assets.
  • Coordination of property disposals, either as individual assets or as part of portfolios.
  • Coordination of property investment due diligences, plus the subsequent management of the acquired assets.
  • Creation and management of investment vehicles.

Jordi Tremoleda

Co-Founder and Managing Partner

5 years at CB Richard Ellis as Letting Agency and Marketing Manager.

14 years at Inmobiliaria Colonial as Deputy General Manager of the Property Division. Also Member of the Management Board.

Miguel Angel Romanos

Co-Founder and Managing Partner

6 years at CB Richard Ellis as Valuations and Investments Manager.

14 years at Inmobiliaria Colonial as Residential Development Head of Sales and Head of Property and Asset Management Department.

Pere Sendra

Associate - Senior Analyst

9 years at Banc Sabadell as Commercial Controlling Manager in BCN).

10 years at Inmobiliaria Colonial as Strategic Planning, Controlling & Investor Relations Department Manager.

Partnership

Patrimony® has a strategic alliance partnership with an International Investment Bank to advice on the management of their real estate investments in Spain with the following scope:

  • Identification of investment opportunities.
  • Investment analysis and preliminary valuation (underwriting).
  • Strategic advice and business plan definition for every individual property or real estate portfolio.
  • Implementation of the business plan and asset management of the individual properties or portfolios.

As of today, Patrimony® is the sole manager of a portfolio of office and retail properties comprising a GLA (Gross Lettable Area) of over 85,000 square metres distributed in several buildings in Barcelona, Madrid and Valencia. Besides, a new Retail Park project with a GLA of 18,000 square metres is currently under development in the town of Alcorcón (Madrid).

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