We support property owners, acquiring consortiums, and family offices in evaluating commercial real estate transaction readiness, SPV ownership governance, lease-roll and NOI due diligence, and capital-structure modeling.
PROPERTY TRANSACTIONS // ADVISORY DESK
Acquiring, disposing of, or co-investing in a commercial office building, retail center, industrial warehouse park, or development land parcel requires coordinated scrutiny across four fronts: legal title and planning, physical building condition, tax/stamp-duty structure, and commercial lease-roll economics.
Wealth Matrix Limited coordinates the commercial, financial, and governance workstreams—auditing net operating income (NOI), modeling SPV capital waterfalls, and synchronizing due diligence with your conveyancing advocates, registered valuers, and physical engineers.
Our property transaction advisory covers six practical workstreams.
RES-01
Verifying signed tenant leases against bank rent-collection statements, auditing security-deposit liabilities, and analyzing tenant arrears and WALE.
Discuss This Workstream
RES-02
Reconciling historical service-charge collections against utility, security, cleaning, and maintenance expenditure to expose unrecovered landlord costs.
Discuss This Workstream
RES-03
Modeling equity contributions, bank construction/term debt, preferred returns, and cash-distribution waterfalls for private property SPVs.
Discuss This Workstream
RES-04
Helping private co-investors define decision rights, capital-call default remedies, dividend policies, and pre-emption exit rules for their legal counsel.
Discuss This Workstream
RES-05
Working with tax advisers to compare the stamp-duty, Capital Gains Tax (CGT), VAT, and depreciation implications of buying the property asset vs. buying the SPV shares.
Discuss This Workstream
RES-06
Preparing property owners prior to a sale by organizing lease archives, resolving BRS/tax gaps, and compiling a clean Property Information Memorandum.
Discuss This WorkstreamDimensions every buyer or private co-investment group should verify.
Have qualified conveyancing advocates completed official land searches, verified survey beacons, and confirmed zoning/change-of-user compliance?
Are reported rental figures supported by registered leases, eTIMS/VAT invoices, and 24 months of bank collection statements?
Have structural and MEP engineers inspected lifts, chillers, generators, and roofs to quantify immediate post-acquisition CapEx?
How are management decisions, additional capital calls, valuation mechanisms, and shareholder exits governed in the SPV?
Does the property's conservative Net Operating Income cover bank principal and interest payments if vacancy increases by 15–20%?
Does the proposed ownership structure comply with the Companies Act and Capital Markets Authority (CMA) rules regarding private vs. public offers?
How Wealth Matrix coordinates commercial property transaction mandates.
| Code | Advisory Deliverable | Analytical Focus | Required External Specialist |
|---|---|---|---|
| RET-01 | Property Financial & Lease DD Report | NOI verification, WALE, arrears & service-charge audit | Conveyancing Advocates (Legal Title DD) |
| RET-02 | Acquisition & Debt Financial Model | 10-Year DCF, DSCR, CapEx & yield sensitivity | Registered Valuer (Statutory Valuation) |
| RET-03 | SPV Governance & Waterfall Brief | Commercial terms for shareholder agreement & SPV setup | Corporate & Conveyancing Advocates |
| RET-04 | Asset vs. SPV Share Tax Comparison | Stamp duty, CGT, VAT & historical SPV tax risk review | Qualified Tax Adviser & KRA Agent |
| RET-05 | Vendor Property Information Pack | Indexed lease data room & historical NOI schedule | Appointed Estate Agent / Legal Counsel |
Clear answers regarding scope, confidentiality, fees, and professional boundaries at Wealth Matrix Limited.
Submit a non-sensitive summary below. Do not include passwords, identity documents, or confidential deal files prior to NDA execution.
Accelerating Enterprise Growth & Sustaining Generational Wealth across Kenya and East Africa.
Currently Available: Strategic Growth, M&A Due Diligence, Capital Markets & IPOs, Corporate Secretarial, Tax Advisory, Restructuring/PPPs & Commercial Property.