STASIAESTATE

FOR PROPERTY OWNERS IN CATALONIA

Your property is managed.
How is your investment performing?

A complimentary initial portfolio review to help you understand income, costs and management reporting—and decide what deserves attention.

Request a complimentary review

You do not need to change your property manager. Use our findings with your existing provider, or ask us to help with ongoing oversight.

DOES THIS SOUND FAMILIAR?

You own the assets.
You need the full picture.

Reports without clarity

You receive statements, but need a clearer explanation of net income, deductions, maintenance spending or cash received.

Several providers, limited oversight

Operators, accountants and advisers each handle their part. You need someone to connect the information and follow up on outstanding matters.

A decision ahead

You are considering improvements, refinancing, a sale or a change of manager, and want a better starting point for the discussion.

Designed for international owners, families and investors with property in Barcelona, Costa Brava and Costa Dorada, including portfolios managed through several entities or operators.

WHAT WE LOOK AT

Start with the information
you already have.

Selected income and cost reports

Rental income, management charges, reported operating costs and the explanation of amounts paid to you. We flag questions and gaps that merit a closer look.

Your reporting and communication

How clearly the reports explain performance, how outstanding issues are recorded and what information you need to make decisions.

The initial review covers selected information, not a full reconciliation or assessment of every asset. It is not an audit, assurance engagement, valuation, legal opinion or guarantee of improved returns.

HOW IT WORKS

Three steps to
a clearer starting point.

  1. 01

    Tell us what matters

    Share the location, property type, approximate portfolio size and your main concern. We confirm whether the initial review is a suitable fit.

  2. 02

    Agree a focused scope

    We agree which selected statements or reports would be useful and how to share them. Please do not send tenant identity documents, bank credentials or other sensitive records with your initial enquiry.

  3. 03

    Discuss the findings

    We share a brief summary and discuss practical options. If you want further work, we agree its scope and fees before it begins.

IF A CHANGE MAKES SENSE

A coordinated handover.
Clear responsibilities.

Changing property manager should start with a plan. We can scope and coordinate the transition around your existing arrangements, with the appropriate professional advisers involved.

Understand the arrangements

Confirm the current mandate, notice requirements and responsibilities, obtaining legal advice where needed. Agree a transition date and handover checklist.

Reconcile and organise

Coordinate the reconciliation of funds, deposits, invoices and open issues, and the authorised transfer of records, keys and operational access.

Establish opening oversight

Record the starting position, agree reporting and approval workflows, and set priorities for the first period of the new mandate.

Transition work is a separate engagement. Timing and scope depend on existing contracts, bookings, provider cooperation and the information available.

LET’S START WITH YOUR PRIORITIES

Request your complimentary
initial portfolio review.

Keep your current manager and get a clearer view of your investment. Tell us where your properties are, what you own and what you would like to understand better. We will discuss a focused starting point with you.

Start your review enquiry

Opens your email app. Initial discussion and review are free of charge; any further work is agreed separately.