Advice on listed properties poses particular challenges for estate agents, project sponsors and sales companies. Complex depreciation and tax rules and individual customer requirements make transparent, comprehensible calculations indispensable. At the same time, there is increasing pressure to make consultations more efficient, digital and error-free in order to remain competitive.
What are typical challenges in heritage consulting?
Many brokers are aware of the tax advantages of listed properties, but the practical implementation of the calculations and the adaptation to individual customer requirements is complex. In order to be able to calculate depreciation and tax benefits transparently and show different scenarios, precise data on purchase price shares, refurbishment costs and the individual tax burden is required.
In the real estate industry, 75% of companies cite insufficient data quality and outdated systems as key hurdles to digitalization. Manual Excel spreadsheets or confusing documentation increase the risk of errors and conflicts when providing advice precisely because data is scattered, difficult to track and hardly documented in an audit-proof manner. This harbors incalculable liability risks due to incorrect advice from employees or partners, especially for larger companies.
In addition, customers today increasingly expect comparative calculations in order to be able to calculate their purchase decision with various parameters – a requirement that can only be met with isolated solutions and individual tables with a high expenditure of time and risk of error.
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Why digital tools are now indispensable
Current studies show58% of real estate companies are already at an advanced stage of digital transformation, and 62% are currently investing up to 5% of their annual turnover in digitalization measures. Those who continue to work primarily with Excel when advising listed properties run the risk of being left behind in terms of transparency, reporting, liability and speed.
Advantages of digitization for your monument sales
Digitalization opens up new opportunities for you in sales: Instead of investing time in time-consuming individual calculations, digital solutions for real estate sales offer automated, flexible calculation models.
With software specially tailored to real estate consulting, parameters such as the proportion of listed buildings, marginal tax rate or ancillary purchase costs can be adjusted directly and transparent evaluations can be created directly in discussions with the customer. This increases customer satisfaction, consultation reliability and the speed of closing. Sales processes are accelerated in this way and error rates are reduced.
What added value does real estate software offer sales organizations?
Sales companies and project sponsors benefit in particular: they can establish standardized advisory processes, manage data centrally and equip sales staff with pragmatic tools. This increases the closing rate and makes it easier to prove tax benefits to investors.
At the same time, sales surveys show that more than half of sales managers see new customer acquisition as the most important lever in the market – while teams are working at full capacity in their day-to-day business.
Digital, standardized consulting processes create freedom here: recurring calculation logic runs in the background, while consultants can concentrate on the actual decision support, individual scenarios and building long-term customer relationships. Professional, digital consulting strengthens trust and opens the door to larger projects and bundled sales.
Investagon as a central location for monument calculations
Advice on listed properties is particularly sensitive: small changes to refurbishment costs, the proportion of listed property or the tax rate can have a major impact on profitability. Without structured, comprehensible calculation models, transparency quickly becomes a risk.
Specialized software solutions for real estate sales show how these requirements can be implemented in practice. Investagon offers a central platform for this, with which monument calculations can be mapped in a structured, comprehensible and flexible manner. Parameters can be adjusted during the consultation and results can be presented transparently – without media disruptions or error-prone Excel models.
Today, a professional, digitally supported advisory process is a decisive competitive factor in the sale of listed properties. With a specialized solution such as Investagon, sales organizations create the basis for transparent consulting, more efficient processes and sustainable success in closing deals.
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