Research, consultancy, data, analytics and visualisations for REITs and European real estate
About KR&A
KR&A is a European real estate consultancy firm. We offer investors, developers and financiers solutions for improved returns, and better risk management. We are experienced in valuing and assessing the outlook for listed real estate companies in Europe. KR&A advises real estate investors about strategy, operations and sustainability. We believe data analytics and the resulting information has become a competitive advantage. We offer a broad range of data solutions for real estate companies. We write bespoke research, we perform due diligence and give second opinions. We are never deal-incentivized. As a result our advice is sound, fully aligned and not clouded by a need for a transaction.
Products
Research subscription
Our Research creates new data-based information. As an investor you understand the value of superior insights. We compare and rank listed and private property companies, based on demographics, income development, migration, competition, and other factors. We share our alternative data-sources with you. As a property company you will gain better insights in relative strengths and weaknesses. With MIFID 2 approaching you want to get ready for unbundled research.
To accommodate specialist clients our research articles can now also be bought separately. Our research about data and real estate is valuable unbiased information and knowledge. It is not a freeby. It will improve your decision making about investment, development and financing of real estate. Sometimes marginally, sometimes very significantly. We analyse and write about retail, residential, office and other real estate sectors. Our research is never deal-incentivised. We don’t focus on stock recommendations or earnings estimates. With our data, analytics and visualisations, your team will be significantly better informed than before. As a result your team will perform better than competitors.
Our quarterly reports have a web-magazine and hardcopy format. Our experienced Editorial Board ensures quality and relevance of the publications for real estate professionals. Our subscription content is online and readable on PC, tablet and smartphone.
Consultancy
We write bespoke research about real estate companies, portfolios, markets or scenarios that are relevant for you. We offer consultancy and sound, non-deal driven, expert advice. We offer discrete second opinions and assistance with whitepapers.
We can discuss changes to your strategy, and offer advice about equity capital market transactions. Discretely, with an expert opinion and without a deal incentive. We perform due diligence on international real estate joint-ventures, specializing in companies that are listed on the stock exchanges.
Investor relations, sustainability
We are experts in investor relations and financial reporting of property companies and can improve your communication. We know the institutional shareholders of real estate companies, their motives and concerns. We have written extensively about sustainability for real estate companies and can help you integrate sustainability in your core processes and strategy. We can also scan your performance on a sustainability scale and advise you about improvement.
Independent trusted expertise
We do not undertake transactions for ourselves or for clients. We do not care if you buy or sell an asset or a company, we do not work on a transaction fee. We do not care if you issue debt or equity, we do not underwrite for a fee. We only care that you have more data, information, knowledge and experience at your disposal than before. That our clients have more intelligence than their counterparts, to better price real estate assets, their risks and returns. We do not tell you what you want to hear, we tell you what you need to know.
Visualizations and Dashboards
Our dashboards and visualisations offer superior views on enriched data about your property markets or assets, detailed or aggregated on a company level. As a result we create tailormade knowledge about your assets and their markets. We also predict their outlook with advanced analytics.
Clients
Real estate companies
KR&A advises clients about real estate strategies, operations, investor relations, sustainability, and equity capital markets.
In addition, we offer second opinions, and we do due diligence, when you are considering an acquisition or takeover. We offer a broad range of data modules in a web-based interface. Our data modules are useful for a number of processes in your company. We have access to a wealth of data about micro locations that will give you additional insights into the demographics, lifestyles, interests, and hobbies of your catchment area.
Institutional investors
As shareholders in listed or non-listed real estate vehicles you need to have access to all relevant aggregated data to optimise your allocation.
We can analyse or rank the outlook of cities or portfolios based on a very large number of factors. We scan locations, cities, and regions for ageing, wealth accumulation, unemployment and other drivers of real estate performance. We create scans of your portfolio based on numerous criteria and we can check the sustainability of the portfolio and strategy of your real estate company. Our scans enhance returns, but they can also be used to identify and minimise risk.
Investment banks, private equity
We can immediately add significant European- and local real estate intelligence to your investment banking or private equity team.
You may find this useful when your real estate sector team temporarily needs additional local depth or international perspective. We can also give you a quick data update on certain property markets in Europe. In addition we assist in SWOT analyses for real estate locations, portfolios, and companies, based on our experience, network, and data.
Our clients include:
Team
Contributors
We operate with flexible teams that mix forward-looking real estate investment and datamining experience with innovative data science, computer skills, and urban design. Our backgrounds include real estate economics and finance, computer science, mathematics, architecture, design, and investment banking. We offer a broad international perspective and clients value our diverse backgrounds. An overview of our contributors can be found here.
Ernst-Jan de Leeuw has become senior advisor at KR&A in November 2017. He was previously International Director, Managing Director and REIT portfolio manager with Lasalle Investment Management.
Founder
KR&A was founded in January 2014 by Arjan Knibbe. Arjan has been a sell-side real estate analyst at Kempen & Co, UBS Investment Bank and ING, since 1994. He is a specialist in Continental European property companies and has advised large investors about the strategies, markets, valuation and outlook of these companies. He has been involved in a large number of equity raisings and IPOs, across Europe. Arjan has been a member of the EPRA best practice committee and teaches real estate investment at the MSRE course of the Amsterdam School of Real Estate.
Newsletter
KR&A offers insights that are always thought-provoking and offer valuable information about real estate and data. If you are interested in the views of KR&A, please subscribe to our newsletter to get inspiring updates about our research and ideas.
