Home Succession

Selling your property management company? Let’s find the right next chapter together.

Confidential. Fair. With continuity for your owners, tenants and team.

You built something valuable. It deserves a good successor.

You have spent years building trust with property owners, condominium owners (STWEG) and tenants. At some point the question comes: who will carry this forward? Maybe you are planning to retire. Maybe there is no successor in the family. Or the work has simply become more demanding – new rules, more administration, more digital expectations from clients.

Dinvest is a property management company based in Basel. We are growing – and we have already taken over several management companies, in quite different models. We are looking for more companies and mandates to take over. We are not a broker and not a platform – we are the company that will actually continue your work.

Sell or hand over – you decide

Full sale

We buy your company or your full mandate portfolio – at a fair, clearly explained price.

Step-by-step handover

Ideal if you plan to retire. We take over your mandates over time – you don’t have to sell the company.

Custom solution

A partial takeover, a transition period where you stay on as an adviser, or a mix – for example if you hand over property management but want to stay active in property sales. We adapt to your goals and your timing.

Four steps to a clean handover

Confidential first meeting
We get to know you, your company and your goals – no obligation. If you wish, we sign an NDA before you share any details.
Valuation and proposal
We value your portfolio openly – based on its annual management fees – and show you the option that fits you best.
Agreement
We put the price, terms and timeline in writing – clearly and with no surprises. Payment terms are agreed individually.
Smooth handover
We take over files, accounts and data and migrate them into our software at our cost. We prepare the letters to your owners; you introduce us in person – so your clients experience a seamless transition.

Why owners choose Dinvest as their successor

Direct, no middleman

From the first call, you talk to the people who will run your mandates.

Your clients stay in good hands

Every owner and every STWEG has a personal contact – if you wish, the same person as before.

Your team matters

We see your employees as an asset and do our best to offer them a place with us – in our past takeovers, that is exactly what we did.

Modern tools, personal service

Owners get an online dashboard with the key figures and regular reports, tenants get fast answers. Your clients gain service instead of losing it.

Rooted in the region

Based in Basel, focused on the Basel region and Zurich – with mandates in other cantons too.

Experience with takeovers

We have already taken over several management companies in different models and know what matters – from data migration to the condominium owners’ meeting.

Questions owners often ask us

How does selling or handing over my company work?

It starts with a confidential, free conversation. Then we value your portfolio and make you a proposal – a sale, or a step-by-step takeover. The handover follows at your pace.

Are you a broker?

No. Dinvest takes over the mandates itself and continues the work. You deal directly with your successor from day one.

Is everything confidential?

Yes. Your clients and staff will not hear about it from us. On request, we sign an NDA before you share any documents.

What happens to my owners and tenants?

They keep a personal contact and the same quality of service. We prepare the letters to your owners and introduce ourselves together with you. Condominium associations (STWEG) switch by a resolution at their next meeting – until then everything stays as it is.

What happens to my employees?

Your employees know your clients and buildings – that is an asset to us. We do our best to offer them a place with us, and anyone who wants to keeps looking after their existing clients. In our past takeovers, that is exactly what happened.

Can I stay there for my clients after the sale?

Yes. If you wish, you support us as an adviser during a transition period, and your personal relationships with your clients remain. If you work in property sales, you can carry on with it.

Do you buy the whole company or only mandates?

Both are possible. It depends on your situation and your goals.

How do you decide what my company is worth?

What counts most is the annual management fees of the mandates that actually move to us, plus the type and quality of the portfolio. Payment terms are agreed individually. We explain our calculation openly.

Which regions do you cover?

Our focus is the Basel region and Zurich. But we also manage properties in other cantons – just ask us.

I am a broker. Can I contact you?

Yes. If you represent a seller, we are happy to talk.

Let’s talk – confidentially and with no obligation

A first conversation costs you nothing and gives you a clear view of your options.