Three ways of working with Latin America’s commercial real estate market, held together by a single standard: every conclusion must survive the test of the street and of the data.
Market analysis
A rigorous reading of the office, retail and logistics markets in Argentina, Uruguay and Panama. The starting point is not opinion but evidence: absorption and take-up, vacancy, sales per square metre, the trajectory of rents and yields, and the regulatory framework that shapes every deal.
Each report is built with the vocabulary and context of the market it examines. Buenos Aires’s rental regulation cannot be read through the same lens as Montevideo’s exchange-rate stability or Panama’s free-zone logic. The analysis distinguishes asset class, submarket and cycle, because an average figure usually hides more than it reveals.
- Submarket profiles: Grade A offices, retail parks, shopping centres and logistics assets.
- Key indicators: rents, vacancy, absorption, prime yield and operating cost.
- Regulatory and macro context that bears on the decision, expressed in actionable terms.
- Comparison with international benchmarks to place each market in its real position.
Investment intelligence
From data to thesis. Investment intelligence turns analysis into a reading of opportunity and risk: where value has room to run, which formats are gaining traction, which assets the market is misreading, and which signals are worth watching before they become a headline.
This work rests on more than fifteen years operating real commercial assets. Someone who has defended a yield through everyday decisions —tenant mix, rental policy, the reconception of a centre— reads an investment case differently: not just the entry number, but the physics of the asset that sustains it over time.
- Investment theses by asset class and submarket, with explicit assumptions.
- Risk identification: regulatory, currency, concept and management.
- A reading of the cycle: where each market stands and what it means for the investment horizon.
- Early signals of trend in retail, offices and logistics before they become consensus.
Investor guidance
Intelligence is only worth something if it reaches the decision-maker in time. Investor guidance turns analysis into an ongoing conversation: context to understand a new market, judgement to compare opportunities, and an independent second reading —grounded in operating experience— on the decision under review.
It does not replace legal, tax or financial advisers: it complements them with the perspective of someone who operates commercial real estate every day and knows the distance between a good number and a good asset.
- Guidance on entering new markets in the region, with their local context.
- A framework for comparing opportunities and asset formats.
- An independent second reading on an investment or management thesis.
- Tracking of market evolution across the investment horizon.