Case Study: Success Over the Holidays – M&T Delivers for Our Client

This achievement showcases our ability to align diverse stakeholders and streamline complex processes under tight deadlines.

Highlight: Exceptional Value Delivered

• Project Value: The overall project, including the purchase price and restoration, is valued at approximately €1.6 to €1.8 million.

• Immediate Savings: M&T’s preparatory work and negotiation skills saved the client over €170,000. Specifically, we identified that the property’s asking price of €850,000 could be negotiated down to €750,000, resulting in direct financial benefits.

• Pre-Approved Building Permit: During our thorough due diligence, our team discovered that the building already had a pre-approved permit for a project presented the previous year. Leveraging this permit allowed us to bypass the usual 6-9 months of project preparation and submission, translating into a cost-saving of approximately €70,000 to €80,000 while significantly accelerating the project timeline.

• Reduced Real Estate Fee: Additionally, we successfully negotiated a reduction in the real estate fee from 4% to 3%, saving the client an additional €7,500.

This comprehensive approach underscores M&T’s commitment to delivering exceptional results and a client-focused experience. By integrating innovative strategies, meticulous planning, and personalized support, we provide unmatched value in every project.

The Project: A Unique Vision for the Future

Our client, a highly successful business professional, initially contacted us with an interest in investing in Puglia to restore a masseria. Deeply fond of agriculture, she envisioned retiring in the serene countryside. Upon reviewing her situation, we understood that her true desire was to launch a project that was both safe and uniquely meaningful.

Through careful consultation, we demonstrated that the best solution for her was to seize an exceptional opportunity—a historic property in Lecce. Our team had been working on this project, which presented tremendous potential as a profitable and one-of-a-kind investment. This new direction aligned perfectly with her aspirations for uniqueness and long-term security.

Key goals for this phase included:

• Coordinating multiple stakeholders, including legal teams, architects, and financial institutions.

• Conducting due diligence on the property to ensure compliance and feasibility for the proposed project.

• Preparing all documentation for the preliminary purchase agreement.

The first phone call to initiate the project occurred on December 18th, and despite the holiday season, M&T managed to gather all necessary stakeholders, culminating in the signing of the preliminary purchase agreement on January 3rd.

The Challenges

The festive season presented several hurdles:

• Limited availability of stakeholders due to holiday schedules.

• The necessity to secure time-sensitive approvals and align international teams remotely.

• Adhering to the high standards expected by our client while maintaining momentum during a traditionally slow period.

The M&T Approach

1. Strategic Coordination: Leveraging our extensive network and organizational expertise, we ensured every stakeholder was brought on board. From legal documentation to financial arrangements, no detail was overlooked.

2. Timely Execution: Through precise scheduling and efficient communication, we kept all processes on track despite seasonal disruptions. Our team worked tirelessly to ensure that the groundwork for the purchase agreement was laid within just over two weeks.

3. Holistic and Client-Centric Service: At M&T, we go beyond transactions to provide a seamless and rewarding client experience. Our attention to detail and focus on adding value ensure that our clients benefit from both financial savings and strategic insights. The result is not just a successful project but also a delightful customer experience.

   
   

Results

By January 3rd, M&T had achieved the following milestones:

• Finalized the preliminary purchase agreement, marking the official start of the project.

• Assembled a unified team of stakeholders ready to execute subsequent project phases.

• Demonstrated our ability to deliver exceptional results, even under challenging circumstances.

Conclusion: M&T Delivers

This case study is a testament to our expertise in managing complex real estate projects with precision and dedication. By saving our client over €170,000 and months of preparation, we showcased how our holistic approach delivers tremendous value. Overcoming seasonal challenges, M&T turned our client’s vision into a tangible reality, proving once again that when it comes to delivering results, M&T delivers.

For more insights into how we help bring visions to life, stay connected with Mari e Trulli International.