Typical client
Real estate family offices
Families with significant real estate holdings evaluating restructuring, selective divestitures, sale & lease-back, and wealth structuring.
Sector focus
Real Estate.
Real estate advisory and finance.
Montesino's real estate advisory covers complex transactions on commercial, industrial, and mixed-use assets: valorization of operating portfolios, sale & leaseback, dedicated finance structuring, and selective retail portfolio divestitures. We work with entrepreneurial families that own real estate portfolios, real estate funds active in the Italian mid-market, and banks on transactions that require an integrated financial reading beyond pure real estate valuation.
Who it's for
One sector, three lenses.
Real estate operators, real estate family offices, and funds: three perspectives on a market in a phase of selectivity and portfolio rethinking.
Typical client
Institutional investors
Core/value-add real estate funds, REITs, and specialized SGRs evaluating acquisitions, sales, or financial restructuring.
Typical client
Industrial operators
Industrial groups with significant real estate assets evaluating carve-outs, sale & lease-back, and asset monetization.
What we do
Recurring transactions in the sector.
Real estate requires integrated advisory, valuation, and finance capabilities. Montesino delivers an integrated approach with access to qualified capital providers.
Type
Portfolio sales
Vendor advisory on single-asset or portfolio divestitures to institutional investors.
Type
Sale & lease-back
Structuring of transactions to unlock capital tied up in operating assets.
Type
Real estate finance
Structuring of senior, mezzanine, and bridge debt for complex real estate transactions.
Type
Development transactions
Financial advisory to operators and developers on greenfield and brownfield projects.
Sector insight
Sector insights.
REPORT
Sector map and key players
NOTE
Consolidation trends and recent M&A activity
ARTICLE
Current multiples and valuation benchmarks
REPORT
Cross-border outlook and international investors
The team
Lead partner.
Ugo Zampieri
Partner
Senior expert with over 25 years in M&A and debt restructuring across IT, business services, and healthcare, with Italian and cross-border experience. Originator of mandates for several IPOs on the EGM segment (formerly AIM Italia of Borsa Italiana).
Gian Piero Sala
President
Chartered accountant since 1993, court-appointed expert (CTU) at the Tribunal of Milano (Milan). Cross-border M&A negotiations.
Mirco Galeri
Managing Partner
Thirty years of strategic and operational management, combining direct entrepreneurial activity and executive advisory. CFO and Executive Committee member at top-tier companies, with cross-sector experience in metals & mechanics, chemicals, agriculture, and services.
Riccardo Puddu Cortesi
Managing Partner
Business development and SME internationalization. Cross-border coordination with Montesino Associates LLC.