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Every year we take stock of the work carried out.
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Patrimonial. Commercial. Consultant. Taxation
Find us Contact us Follow us
2 | Page
Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Table of Contents
What Are We? Page 3
History – Vision – Mission – Values
Who Are We? Page 4
Governing Bodies – Staff
Where Are We? Page 5
Offices
Structure Page 6
Internal Services and Accountancy – Quality
Turnover Page 7
Invoicing – Investments
Business Areas: Patrimonial Page 8
Rentals and Wealth Management
Administration of Owners Associations
Business Areas: Commercial Page 10
Standard
Luxury
Business Areas: Consultant Page 12
Investments– Town planning – Legal – Tax
Marketing Page 13
Advertising: Branding – Product
PR: Amat Events – Amat and Society – Amat in the News
In the current market
it is more important than
ever
that we put ourselves in
our clients’ place,
that we understand their
needs and
that we provide tangible
evidence of our all-round
path as a company and
group of professionals.
That is why we draw up
each year a balance of the
work done.
Presented by:
Immaculada Amat
Joana Amat
April 2014 Date:
ANNUAL ACTIVITIES REPORT – 2013
Find us Contact us Follow us Barcelona
Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 3
Amat. What Are We?
History
We are a family business in the real-estate sector, founded in 1948, with 65 years’
experience, and managed today by the second and third generations of the Amat family.
Vision
We want to be recognised by clients and society as a different estate agency: our company
has to be not only a good company but a unique company.
Mission
Our mission is to provide advice on and manage the wealth of our clients, within a
framework of absolute professionalism and honesty, using innovation and technology to give
the best possible service with a high level of personalisation.
Values
Business ethics
Coherence, transparency and confidentiality
Long-term vision
Constancy, quality and personalisation
Knowledge, training and innovation
Policies of work-family conciliation
Social commitment
In order to advise
a client
with certainty,
it is essential to have
the experience
and ability to provide
a real comparison
gained from
the company’s
own practical know-how.
Patrimonial. Commercial. Consultant. Taxation
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
There are no minor roles,
just minor actors.
With all of us working
together,
we can go a long way.
We have grown,
yet we remain
a cohesive team.
Amat. Who Are We?
Governing Bodies
Family Council
Made up of members from all three generations, it has a consultative function. One of its
current tasks is gathering together the company history. Starting out in conversation with
the founder Concepció Amigó, we aim to reproduce its history, the development of the
profession, the social and lifestyle changes, and the changes that have taken place in
the territory between 1948 and today, in recognition of the role they have played in the
creation and consolidation of Amat. and as a legacy for the third and future generations.
Board of Directors
Consisting of the family members who work in the company, it has a General
Management function. It is headed by the 2nd generation: Immaculada Amat and Joana
Amat, who in recent years have been joined by the 3rd generation: Guifré Homedes
Amat, Nadia Massagué Amat and Martina Homedes Amat.
Coordination Committee
Consisting of the Heads of Office and heads of the various Business Areas, it has a
coordinating function and makes decisions concerning the good performance of the
company.
Staff
At the end of financial year 2013
we had a staff of sixty:
81% women
19% men
40% with a 4-year
university degree
12% with a 3-year
university degree
ANNUAL ACTIVITIES REPORT – 2013
Find us Contact us Follow us Barcelona
Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 5
Amat. Where Are We?
Offices
We have offices in Barcelona and the main surrounding residential towns:
Barcelona office: 250 m2
Sant Cugat del Vallès offices – Valldoreix and Centre: 325 m2
Sant Just Desvern office: 1,000 m2
(Headquarters, where the Company management is based)
We are experts in
Barcelona with an
international mission.
We are in
the Catalan capital
and main surrounding
residential towns.
Our clients are from all
over the world.
Patrimonial. Commercial. Consultant. Taxation
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Amat. Structure
Internal Services and Accountancy
For a company focusing on client service it is essential to rest assured that the back office
runs like clockwork, that its processes are automated to the utmost, that deadlines are met,
and that the possibility of error is minimal. For Amat. all that is an obsession.
FIGURES FOR 2013
Quality
Quality of services is a fundamental value for Amat., which is why we have from the outset
taken part in and/or have been members of various associations in the sector:
We have been official Property Administrators since 1954
We have been official Real Estate Agents since 1982
We have been Lawyers registered with the Barcelona Bar Association since 1973
We were the first company in the industry to obtain ISO 9002 certification, in 2000. In
2003 we improved this by obtaining the current ISO 9001 in order to adapt to the new
European certification regulations.
FIGURES FOR 2013
Telephone calls 130,732
Online receptionists 4.5
No. of records recognised 400,000
No. of receipts managed 132,951
No. of invoices paid 37,977
We have had all our Business Areas and offices audited and certified. As in each year,
the result has been NO NON-CONFORMITY, and there were only two proposals for
improvement measures.
ANNUAL ACTIVITIES REPORT – 2013
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Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 7
Amat. Turnover
Invoicing
Amat. invoiced in 2013 a figure of € 3,403,974
Investments
Investments in 2013 were as follows:
Publication of a new real-estate website aimed at the Chinese
market:www.barcelonasecondhome.com.
Acquisition of a new business management programme: TAAF.INMO.
Acquisition of a new tax management programme SUMMAR.SUASOR.
Incorporation into the CLOUD.
A high-quality professional
service cannot be
provided
without having
innovation and
new technological tools.
Patrimonial. Commercial. Consultant. Taxation
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Investing in rentals
is the future.
Amat. Business Areas PATRIMONIAL
Rentals and Wealth Management
We administer buildings with full guarantees, both when it comes to choosing tenants and
throughout the period of the contract. Insuring the rental is the cornerstone, while at the
same time achieving maximum profitability and ensuring maintenance.
Our clients each have a Personal Administrator with excellent training and an overall view
of your real-estate property, who will help you make it profitable and find the right way to
improve it.
Our Online Service provides our clients with full information in real time, at anytime and
from anywhere, allowing them to forget about document archiving, as we are their digital
archive for ever!
FIGURES FOR 2013
NEW FEATURES FOR 2013
Amendments to the Urban Rentals Act. Act 4/2013, of 4 June, on ‘measures for flexibility
and promotion of the property rentals market’.
Energy efficiency certificate.
Departments administered 4,044
Bad debtors 2.09%
Online owners 80%
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ANNUAL ACTIVITIES REPORT – 2013
Find us Contact us Follow us Barcelona
Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 9
Amat. Business Areas PATRIMONIAL
Administration of Owners Associations
We administer such associations as if they were companies, in three broad spheres:
Financial carefully drawn up budgets, complete control over expenses and liquidity, bad
debts under control, data permanently updated and available (Online Service).
Legal and taxation abiding by existing and new regulations, formalising the corresponding
taxation documentation (as regards taxpayers), concept of the Association as a property
asset that has to be cared for and maintained so as to ensure that it does not lose value.
Communication fluid relationship with the Board and residents (essential for good running
of the Association), information about any new features on legal matters (important for the
President’s duties), mediation between residents in the incidents that arise inevitably (a
necessary task for the well-being of the Association and of the residents forming part of it).
FIGURES FOR 2013
NEW FEATURES FOR 2013
SEPA (Single Euro Payments Area) Regulations; over the last quarter we have been
preparing to get into a position to migrate to SEPA at the end of the year. We now have
everything ready and we await instructions from the Bank of Spain.
Your home,
is the most precious thing,
but so is the Association.
Departments administered 12,496
Bad debtors 4.48%
Presidents of Sant Just online 75%
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Patrimonial. Commercial. Consultant. Taxation
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Our challenge
has always been
to find the building
the clients need, to be at
their side throughout
the entire operation,
and to leave them so
happy that they
recommend us.
That is why, for years
now, over 60%
of our operations have
come from
recommendations.
Amat. Business Areas COMMERCIAL
We see the purchase / rental of a home as an operation with important effects for the lives /
businesses of both parties taking part in it. That is why our mission is to advise clients,
remain at their side throughout the entire operation and manage to make the operation easy
and gratifying for all concerned.
We understand and are aware that we are in a market (the real-estate market) that
undergoes permanent transformation: with new operators, changes in the rules of play, such
that, more than ever, we have to be flexible and able to adapt.
We understand that it is essential to have a thorough and deep knowledge of the market in
the areas we normally operate in, and that is why we conduct market studies from time to
time. Studying the market continuously, and especially the demand side, provides us with
the best information at any given time, so that we can help our clients to make the most
appropriate decisions.
We believe that our sales team has to undergo continuing education, so as to have a
response in a market undergoing constant change, to be able to provide advice on the
continuously arising new legal, technical and fiscal features, and so as to be able to gain a
good idea of the client’s needs and offer the property that meets them best.
We understand that the market, and demand in particular, has changed a great deal in
recent years. The entry of overseas buyers has obliged us to make the necessary changes
to adapt: not only by having sales staff who speak various languages, but also in working
procedures so as to provide the services required by the characteristics and needs of this
type of client. Our philosophy is very simple: we have to give overseas buyers all the
attention, information and service that we would like if we were buyers in their countries of
origin, trying to understand their needs and especially their culture.
FIGURES FOR 2013:
We analyse the PURCHASER-APPLICANT PROFILE in terms of the operations closed in 2013:
We analyse the ATTRIBUTABLE LAND PRICE OF M2 SOLD in terms of the operations closed in 2013
Profile family, aged between 40 and 50 years, with two kids on average;
they are usually managers, businesspeople or liberal professionals.
Volume of Operations 35% of operations signed with overseas clients.
50% at the Barcelona Office
Volume Invoiced 75% invoiced to overseas clients.
Price Range of the operations made above € 500,000,
74% of operations signed with overseas clients.
Financing 48% of operations signed WITHOUT need for outside financing.
ANNUAL ACTIVITIES REPORT – 2013
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Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 11
Commercial – Standard
Commercial portfolio with over 2,000 properties:
for sale and/or for rental
new-build or second-hand
residential, industrial or tertiary sectors
FIGURES FOR 2013
IMPROVEMENTS IN 2013
New business management software TAAF.INMO.
Incorporation of new sales staff with greater mastery of languages.
Commercial – Luxury
Business line aimed particularly at the high-level real-estate market.
Multilingual sales advisors (English, French, German, Russian) conversant with the
culture and practices of the overseas clients interested in our properties.
International network of collaborators, with real-estate agencies from Russian, China,
Europe and America.
Members of various real-estate groups attending to the Spanish and international luxury
segment:
FIGURES FOR 2013:
Sales operations managed € 48,285,395
Rental operations managed € 363,855
Commercial calls attended to 37,142
Commercial e-mails managed 18,359
Visits to properties 7,969
Commercial Department 27 workers
Good year for the luxury segment, thanks to sales made to overseas clients.
We have managed to achieve a first-line position in Luxury Real Estate in Barcelona.
We have completed sales of the new-build development at Illa del Mar, in just over 3
years. Very much sooner than we had predicted!
We have started commercialisation of the new-build development at Mestre Nicolau,
with a warm welcome, in this case from within the Spanish market.
Patrimonial. Commercial. Consultant. Taxation
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Amat. Business Areas CONSULTANT
Investments
Broad and diversified investment portfolio, with profitability studies on them.
FIGURES FOR 2013
Planning
Management of owners’ compensation management boards, development plan studies, land
valuation and commercialisation.
FIGURES FOR 2013
Legal Advice
The drawing up of will executorships is one of the specialities of our legal department, along
with all matters relating to the real-estate universe.
Tax Advice
During 2013 we worked on preparing and developing this new line of consultancy so we
could begin to offer it in 2014.
Buildings, in terms of profitability all of them with study of their true potential, both
as regards immediate profitability and their potential rise in value and liquidity.
Hotels, a market on the rise Barcelona has been and remains one of the cities
most highly rated by hotel investors.
Plots for building, a changing market for some five years the land market had
been at a standstill; in 2013, however, there began to be requests for information and
feasibility studies. Various international sources for whom we had drawn up studies a
couple of years ago reappeared desirous of investing.
We still have “under way” and manage three compensation management boards.
The Pla del Raval is now in the building phase.
ANNUAL ACTIVITIES REPORT – 2013
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Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 13
Amat. Marketing ADVERTISING
Branding
Amat Website more than 125,000 pages seen and 13,000 visits each month
Consolidation in social media:
Blog: 93 posts
YouTube: 31 videos
Twitter – Facebook – LinkedIn nearly 1,500 fans, followers, etc.
Newsletter: Diary of Change (monthly) distribution among 12,000 contacts each
month
Advertising hoardings
Esplugues – Sant Just Desvern – Sant Cugat del Vallès – Barcelona
Door-to-door mailbox advertising (six-monthly)
Distribution of 90,000 units each time, around the areas of influence of our offices
Calendar: devoted to the events celebrating our 65th anniversary
Distribution of 11,000 units to all the contacts in our DB
Participation in trade fairs and events
8th LPS China – Shanghai
Presentation of new Barcelona Second Home website
17th Barcelona Meeting Point
Talk given by Guifré Homedes, ‘How to sell to the Russians, more difficult than
it seems'
4th international Prestige MLS Congress – Barcelona
7th Luxury Real State International Symposium – Valencia
Product
Real-estate portals Spanish and international
Print media
La Vanguardia
Tot Sant Cugat Magazine (weekly)
Amat Selecció de Producte Magazine (monthly)
Amat Luxury magazine
Exclusives magazines:
GT Club – Círculo Ecuestre – Club Tenis Barcelona – Conde de Godó Tennis
Tournament
Specialised magazines: El Mueble
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Barcelona Sant Cugat & Valldoreix
Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Faithful to our spirit
of maintaining constant
communication,
and direct contact
with our clients,
collaborators and
contacts,
we organise various
events and conferences,
so as to get ourselves “up
to date”.
Amat. Marketing PR
Amat Events and Conferences
Wine tasting for 2012 purchasers, organised with the collaboration of Wineissocial
Ferran Centelles, Sommelier.
Meeting of good intentions to lend visibility to the 12 foundations in the Calendar for 2013
4 talks on ‘The Amat View on the Amendments to the Law of Urban Rentals’, for both Amat
clients and any interested members of the public (with the collaboration of ViaEmpresa)
Joana Amat and Esther Vallés, General Manager and Head of Patrimonial of Amat.
Talk ‘New Regulations on Fitness for Habitation’ German Català, Architect.
Talk ‘How to Protect my Savings?’ BANIF
Talk ‘The Consumers of the Future’ Josep Mª Galí, Lecturer in Marketing.
Talk ‘Regaining Common Sense’ David Parcerisas, Chairman of the EADA Board.
Real-estate setting dinners: we have been organising them for the last five years, with an
average attendance of 35 professionals from the industry.
20. Jose M. Fernandez Seijo, senior judge of Commercial Court no. 3 of Barcelona
and member of the Association of Judges for Democracy.
21. Cristina Gallach, member of the Directorate of Information and Communication,
Spokesperson of the Council of the European Union.
22. Miguel Montes, General Manager of Banc de Sabadell.
23. Antoni Ubach, Doctor in Architecture, Co-founder of the Espinet-Ubach practice.
24. Willy Muller, Architect and Town Planner, Director of Barcelona Regional.
Amat and Society
Handover of the IWEC 2013 Award to Lima (International Women’s Entrepreneurial Challenge)
We are members of the Boards of: EADA, FEMCAT and FIDEM
We are a collaborating company of the Cercle d’Economia
We belong to the Catalan Family Business Association
Participation in the ‘Mentoring program’ of BIZ Barcelona
Participation in the ‘School and Company’ programme of FemCat
Participation in the University of Barcelona Real-Estate Masters Degree, with Gonzalo Bernardos
Attendance at the Cercle d’Economia seminars in Sitges
Attendance at the Immoscopia Seminars of the Real Estate Agents Association
Sponsors of the Annual Dinner of the Real-Estate Sector of ESADE Alumni
Sponsors of the Orquestra Fusió in Sant Cugat
Collaboration in dissemination of the foundations featured in the Amat 2013 Calendar:
Josep Carreras, Arrels, El somni dels nens, Aura, Formació i Treball, AECC, Talita,
Comunitat Sant Egidio, Nou Xamfrà, Solidança, Banc dels Aliments and Bellaire.
Collaboration in organisation of the talk with Dr. Josep Olivé at the Solidarity Dinner in
Sant Just Desvern for the Joan Petit Foundation.
ANNUAL ACTIVITIES REPORT – 2013
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Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Page| 15
Amat. Marketing PR
Amat in the news
They are talking about us
They interview us Spanish and international radio, television and real-estate portals:
They publish our articles
Blogs Lux RE, Prestige MLS, FIDEM
We take part in round tables
Círculo Ecuestre, ESADE, Foment Treball, ASODAME, Radio4, UVIC
Over the years,
our activity,
emphasis on innovation,
commitment,
and hard work
make us sometimes
part of the news .
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Barcelona
Sant Cugat & Valldoreix Sant Just Desvern
(+34) 934.803.400 [email protected] www.amatimmo.cat
Leaders in Real Estate services
Patrimonial. Commercial. Consultant