Architect's scale model of a stone residence with rolled plans on a dark table, banker's lamp, dusk

The Method

Advisory built on presence, in five stages

On new-build, the developer delivers and then disappears, and the agent stops at the signature. We do the opposite: we are physically present at the moments that matter, from the first meeting to your move-in. Here is how, and within what timeframes.

The five stages, in detail

Each stage has a clear purpose, a deliverable and an explicit split of roles. Nothing begins until the strategy is set: we show no property before we have understood your situation.

Stage 1 — Wealth interview

Week 1

A first conversation, by video or in person, devoted entirely to your situation. Goals, context — a business sale, a family reorganisation, the reinvestment of cash — time horizon, tax and succession constraints. We do not yet talk about properties: we set the strategy.

What we do

Listening to your life project and its wealth dimension
A first read of your tax and succession position
Framing the real budget (financing capacity and structuring)
A written definition of the selection criteria

Your role : You share your situation, your goals and your constraints.

Stage 2 — Selection

2 to 4 weeks

A tight shortlist of three to five properties, chosen across several developers to match your criteria — never a catalogue. Each property is confirmed available before it is shown to you. Viewings — sales suite, show flat — are accompanied: we are there.

What we do

Multi-developer curation aligned with your criteria
Confirming that each unit is genuinely available before showing it
Arranging and accompanying the viewings
A critical read of the location, the layout, the aspect and the developer’s soundness

Your role : You view, you compare, you decide.

Stage 3 — Structuring & purchase

Off-plan signing

Structuring first — personal ownership or an SCI, split ownership, the place of the property within your wealth and your succession — worked through with your notaire and your advisers. Then the financing, which we arrange or coordinate with your bank, through to the reservation and the authenticated off-plan deed of sale (VEFA). Our physical presence at your side at the notaire’s appointment, for its part, is part of the ‘From deed to keys’ support (optional).

What we do

A structuring recommendation, in liaison with your notaire and your advisers
Arranging the financing or coordinating with your bank
Reviewing the reservation contract and the deed of sale
Attending the notaire’s appointment (‘From deed to keys’ support, optional)

Your role : You decide on the structure and sign.

Stage 4 — Active construction monitoring

18 to 24 months

Optional — ‘From deed to keys’ support

New-build takes time to build, and this is the longest stage. We remain your single point of contact with the developer throughout the works: tracking the stage payments and the schedule, then standing beside you at the pre-handover inspection. Your modification requests, for their part, are handled directly with the developer.

What we do

Tracking the stage payments and the delivery schedule
A check-in on your modification requests, handled with the developer
Attending the pre-handover inspection, with you
A single interface with the developer

Your role : You settle your modification requests with the developer and attend the pre-handover inspection.

Stage 5 — Handover & move-in

Handover of the keys

Optional — ‘From deed to keys’ support

We are present at the handover of the keys, to record and follow up the clearing of snagging items. Our support does not stop at the handover report.

What we do

Attending the handover
Helping with the inspection and following up the snagging list
A closing review as you take possession of the property

Your role : You take delivery of your property.

After the handover —Beyond the handover of the keys, and depending on your needs, we can put you in touch with providers — fit-out, interior design, property management.

Who does what, and when

The split of roles and the indicative timeframes from end to end. Construction times depend on the development; those shown are the usual orders of magnitude in new-build.

Indicative timeframes, which may vary with the development and your situation.
Stage	What we do	Your role	Indicative timeframe
1. Wealth interview	Framing your goals, tax position and criteria	You set out your project	Week 1
2. Selection	Multi-developer curation and accompanied viewings	You view and decide	2 to 4 weeks
3. Structuring & purchase	Structuring, financing; presence at the notaire optional	You decide and sign	Off-plan signing
4. Construction monitoring (optional)	Single point of contact, stage-payment tracking, pre-handover inspection	You follow the construction	18 to 24 months
5. Handover (optional)	Presence at the handover and clearing of snagging items	You take delivery	Handover of the keys

Remuneration: what is included, what is optional

Our advice, the selection and the structuring are included, with no fee at your expense: our remuneration comes from the sales mandate we hold from the developer if you buy — an activity governed by the Hoguet Act, with no holding of funds and no addition to your price. Credit brokerage (capped at €3,000 incl. VAT) and the ‘From deed to keys’ support (€3,000 incl. VAT), for their part, remain paid options, disclosed before any commitment.

The first stage begins with a study

A first structuring outline and the property types suited to your situation, followed by a thirty-minute scoping call.

Request your study