Project Monitoring: independent technical and financial monitoring of projects

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Project Monitoring is a key tool for the technical follow-upthe project control and the development of reportingwhich guarantees the correct execution of complex real estate projects in areas such as residential, logistics and hotel development. It acts independently of the developer's service, providing transparency and control to financiers, investors and developers.

We are a leading company with more than 30 years of experience in Consultancy and Valuation. Having the backing of an independent consultancy firm such as Gesvalt to carry out an Project Monitoring guarantees rigour, objectivity and confidence in the technical, economic and documentary monitoring of projects.

What is Project Monitoring and what is it used for?

Definition: external and independent monitoring of project progress

The Project Monitoring is an external, technical and financial service that independently supervises the progress of a real estate development, ensuring its successful completion and risk prevention. For this purpose, technical, economic and administrative monitoring is carried out, with periodic reporting which compares actual progress with the approved feasibility plan.

Applications: real estate development, logistics assets, unique developments, hotels, etc.

The Project Monitoring service is applied in many areas of the real estate sector, from residential developments and logistics assets to unique developments such as hotels and complex projects, ensuring that deadlines, costs, quality and regulations are met.

 

Stakeholders involved: funds, financial institutions, developers, investors

It is designed to protect the interests of financial institutions, investment funds, developers and investors. Project Monitoring acts as a link between the different project agents (builder, developer, financier), aligning their objectives by means of regular technical and economic reports.

Gesvalt's services in Project Monitoring

Initial technical review: licences, documentation, cost study

At Gesvalt we started Project Monitoring with a initial status report,the project includes: a monitoring plan, analysis of the feasibility plan, identification of risks and verification of the administrative compliance necessary to start the work (LOE licences).

Verification of work certifications and compliance with milestones

During implementation, our team carries out regular visual inspections,it verifies work certifications, controls that technical and contractual milestones are met and ensures that the development is aligned with the plan.

Analysis of deviations, technical and economic risks

As an independent consultant, we monitor monthly payments and invoices, detect deviations from the financial and technical plan, and assess technical and economic risks in real time.

Periodic reports for financial institutions or funds

During Project Monitoring, we elaborate periodic reports which compare actual progress with the feasibility plan and which are available via a online tool the system provides real-time monitoring, guaranteeing transparency for financial institutions, funds and investors.

Comprehensive follow-up until completion and handover of the asset

Finally, a final report which covers the economic closure, the delivery status of the asset and the still latent post-implementation risks. In this way, it accompanies the entire project cycle, from inception to completion.

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What are the benefits of Project Monitoring?

Prevention of time, quality or budget deviations

The Project Monitoring minimises risks during the execution of the promotion, identifying and correcting deviations in time, quality or budget at an early stage.

Transparency vis-à-vis funders and investors

At Gesvalt, we work with an online real-time monitoring tool, which provides permanent visibility of the status of the project, promoting transparency towards financiers, funds and investors.

Improved decision making and trust reporting

Technical, economic and administrative monitoring through regular reports allows comparison of actual progress with the feasibility plan and provides a solid basis for reliable decision-making.

Technical independence from stakeholders

Acting as a independent third party,Gesvalt provides objective and neutral supervision, which reinforces the confidence of all the agents involved (developers, financial institutions, investors) in the control of the project.

Gesvalt's methodology in Project Monitoring

Structure of the report: technical, economic, documentary

Project Monitoring is carried out in 3 phases:
  • Phase I. Initial report: technical, economic and legal assessment, review of licences, planning, contracts and insurance.
  • Phase II. Work monitoring: periodic reports with technical, economic and documentary control.
  • Phase III. Final report: verification of receipt, economic closure and compilation of documentation for the legalisation of the asset.

Frequency and format of deliverables

The monitoring reports are regular and adapted according to the project and the agreements with the funder and the promoter. 

Coordination with project management and project managers

At Gesvalt, we maintain constant and agile coordination with all the agents involved (project management, project managers, promoters, financiers), which allows for efficient incident management, fluid communication and the rapid adoption of corrective measures.

Adaptation to bank or fund requirements

The reports are agreed with developers and financial institutions and are tailored to their specific requirements. 

Who is the Project Monitoring service aimed at?

Investment funds and SOCIMIs

To ensure the proper implementation of projects and protect the profitability of investments.

Banks and financial institutions

To ensure the appropriate use of funding and minimise development risks.

Developers and builders

To have external control to verify deadlines, costs and quality.

Family offices and private wealth

To independently monitor real estate projects and preserve asset value.

Frequently asked questions about the Project Monitoring service

Is it mandatory to have a Project Monitor if you finance a bank?

In many cases, financial institutions require a Project Monitor to ensure technical monitoring, time control and reporting of the project before approving and releasing the funding.

It is normally designated by the bank, fund or investor,the project management system is agreed with the promoter to ensure independence and objective supervision of the project.

The Project Manager directly manages implementation, while the Project Monitor performs external and independent monitoring, with a focus on technical monitoring and reporting for funders and investors.

The parties involved are notified immediately, proposing corrective measures to minimise risks and ensure that the project meets time, quality and budget.

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