Valuation of a real estate portfolio at UF 170,000 paves the way for a strategy to attract investors
- May 28
- 2 min read
A real estate company with interests in eight residential projects faced a structural constraint: a high financial burden was limiting its ability to maintain its portfolio and move forward with new developments.
With debt levels approaching 84% of equity, the company needed to generate liquidity while simultaneously streamlining its capital structure.
The challenge was not only to raise funds but also to determine the most efficient way to do so while safeguarding the value of the portfolio.
Approach
At SummaPartners, we work closely with our clients to assess the value of their business and design a structured strategy to attract capital.
Our work was organized into three complementary areas:
Portfolio Valuation: We estimate the economic value of the company and its projects under various scenarios, taking into account cash flows, risks, and stages of development.
Evaluation of financing alternatives: We analyzed various options for raising capital, considering their impact on control, liquidity, and return.
Market readiness: We developed materials and a structured narrative to present the opportunity to potential investors.
This approach allowed us to organize the available information, compare alternatives, and move forward with a concrete strategy.
Impact
The analysis made it possible to estimate an equity value of approximately UF 170,000, establishing a clear benchmark for decision-making.
On that basis, various capital-raising alternatives were identified and evaluated, including:
Partial sale of stakes in specific projects
Bringing in a partner at the holding company level
Sale of future cash flows
Use of subordinated private debt
The work enabled progress on a concrete strategy: preparing for the sale of a stake in a key asset, with the goal of generating liquidity and focusing resources on the rest of the portfolio.
Beyond the transaction itself, the project provided clarity on the available options and their implications, enabling decisions to be made with a structured view of the business.
Together, the valuation and capital strategy organized the alternatives and transformed them into a basis for prioritizing decisions and managing growth with greater focus.
Key takeaway
Raising capital isn’t just about accessing financing. It’s about choosing the right path.
When alternatives are evaluated from a holistic perspective—control, liquidity, and return—it’s possible to structure solutions that strengthen the business without compromising its future growth.
At SummaPartners, we support our clients in structuring capital strategies, from valuation through to the execution of fundraising processes.
If your company is looking to bring in investors or redefine its financing structure, let’s talk.