Rock-Paper Investments: Risk Perception and Client Objectives
Dissertation - 10 pages - Heritage and real estate
This document summarizes the results of a study on the importance of rock-paper investments in wealth management, focusing on risk perception, client objectives, and advisor recommendations.
Wealth Management Services at Crédit Mutuel
Internship report - 8 pages - Heritage and real estate
Overview of wealth management services and operations at Crédit Mutuel, including client file management, retail banking, and support for wealth advisors.
Real Estate Investment in Housing Crisis
Dissertation - 29 pages - Heritage and real estate
This document discusses integrating social responsibility into real estate investment recommendations during a housing crisis, and strategies for improving access to housing.
European Real Estate Market Analysis: Residential and Commercial Price Trends in Luxembourg, Berlin, Brussels, London, and Paris (2023)
Dissertation - 10 pages - Heritage and real estate
Discover the latest trends in European real estate markets. Compare residential and commercial property prices in Luxembourg, Berlin, Brussels, London, and Paris. Learn how interest rate changes impact property valuations and explore investment opportunities in 2024. Understand the evolution of...
Villa Finder's app development
Business plan - 13 pages - Heritage and real estate
How could we help and motivate young professionals looking to rent a villa for their holidays in Bali to book a sustainable option knowing that they don't want to compromise on comfort, time or activities?
Real estate closing
Course material - 3 pages - Heritage and real estate
The real estate industry is a complex and dynamic field that involves numerous terms and concepts, especially during the closing process. This paper explores four essential terms in real estate closings: HUD-1, escrow closing, deed, and closing costs. A standardized form called HUD-1 lists all...
Formal Marketing and New Product Development Plan - Constructing Student Residential Apartments
Business plan - 4 pages - Heritage and real estate
I would establish a real estate investment company, DANELIZ Properties, for this project. The company will focus on constructing student residential apartments and will use the profit earned to invest in REITS. The portfolio shall be diversified to include other residential, furnished, and retail...
Internship in the real estate sector - Engel & Völkers
Internship report - 15 pages - Heritage and real estate
This internship report summarises months of work and impressions in the Engel & Völkers branch located in Long Beach, California. It especially highlights the context of this internship in terms of macroeconomic perspectives as the US market is recovering from one of the greatest financial crises...
Heritage Management: How Can Finance Professionals Propose Wealth Management Strategies Adapted to the Needs of Their Clients?
Dissertation - 25 pages - Heritage and real estate
Wealth management is a hot topic that is of increasing interest to individual and professional investors. Indeed, faced with the complexity of the financial markets and the diversity of investment products, asset management has become a necessity for investors wishing to preserve and enhance...
