Two fundamentally different acquisitions
An asset deal transfers the real estate itself. A share deal transfers ownership interests in a company that owns the property. The economic and legal consequences may be very different.
What due diligence needs to cover
In a share deal, reviewing only the building is insufficient. The company may have liabilities, contractual obligations, tax exposures and financing arrangements that require specialist examination.
Taxes, permissions and costs
Transfer taxes, corporate taxation, financing implications and statutory requirements can differ substantially. An Italian lawyer, notary and tax adviser should evaluate the structure before terms are settled.
Commercial strategy
The right structure depends on the asset, the ownership vehicle, the parties and the investor’s intended exit. Transaction advisory and any brokerage activities must remain within the applicable professional authorisations.
General information only; not legal, tax or individual investment advice. Obtain advice from appropriately qualified professionals for your transaction.
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