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Real estate advisory & financing

Take the right steps from the very beginning

Investing in property involves both emotional and rational decision-making. Our experts are here to advise you on the rational factors. After having created a detailed overview of your situation and options, we provide advice on topics ranging from your overall financing structure and real estate pricing to the impact of potential investments on your balance sheet. 

Our services – a selection

You are about to take the big leap or have already done so? Our service offering includes 

  • property appraisals: “Four eyes see more than two.” Obtain a third-party opinion on your potential investment in order to determine whether it is sound.
  • credit advice: From mortgages and insurance queries to managing the entire buying and selling process – our experts are at your side to ensure your property transactions are managed professionally.
  • purchase and sales negotiation advice: Form the basis for a successful negotiation by obtaining realistic valuations for properties being purchased or sold.
  • review of existing financing structures: Let our real estate specialists review your current financing structures, even those with third-party banks, and design measures to tailor them to your current situation.
  • relocation services: Our wealth planning specialists provide support and assistance should you be considering a move to Switzerland.

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.


Are you interested in learning more about our wealth management?

Our experts would be happy to discuss all of the options available to you.