Financial report real Estate in Marrakech | SWIMMOBILIER

Your Expert in Financial Analysis, real Estate in Marrakech

SWIMMOBILIER, your real estate agency of trust Marrakech, accompanies you with a service of full financial report and custom to maximize your real estate investments.

Our expertise allows you to make informed decisions based on financial data and in-depth analyses of the moroccan property market.

What is a Financial Report in real Estate ?

A financial report in real estate is a comprehensive document that analyzes the economic viability and profitability of a real estate property.

This strategic document allows the investors, owners and buyers to understand the financial performance of current and future property in Marrakech.

Our Services Financial Report

1. Analysis of Profitability Rental

We evaluate the rental potential of your property with :

• Calculation of the gross yield : (Annual rent / purchase Price) × 100
• Calculation of net return : Taking into account of the expenses, fees and handling charges
• Cash flow forecast : Projection of the monthly and annual cash flow
• Internal rate of return (IRR) : Analysis profitability on 5, 10 or 15 years
• Payback period of the investment - Estimate the break-even point

Rate : From 2 500 MAD for a residential property standard

2. Assessment of the Cost of Acquisition

Our report details the costs related to the purchase :

• Notary fees : 5% to 6% of the purchase price
• Registration fees : 4% for the former, 2.5% for the nine (closed captioned)
• Tax land conservation : 1% to 1.5%
• Agency fees : According to the scale in force (2% to 3%)
• Banking fees and guarantees : For mortgage financing
• Renovation Budget and planning : If necessary

Rate : 1 800 MAD (which is included in the full report)

3. Tax Analysis Real Estate

Tax optimization adapted to the moroccan context :

• Property tax (TH) : Calculation according to the rental value and the area
• Tax on communal services (TSC) : 10.5% of the rental value
• Rental income tax (IR) : Progressive scale or final withholding tax of 10%
• Value Added tax (VAT) : For furnished rentals professional
• Capital gains on real estate : Tax on resale (20% to 30%)
• Optimization strategies legal tax

Rate : 3 200 MAD for a tax analysis complete

4. Study Funding and Borrowing Capacity

We analyze your financing options :

• Simulation of a real estate loan : Calculate your monthly payments based on current rates (9% to 11% in Morocco)
• Debt capacity : A Maximum of 40% of monthly income
• Personal contribution required : A Minimum of 20% for residents, and 30% for non-residents
• Total cost of credit Interest, insurance and handling charges
• Comparative partner banks : Attijariwafa Bank, BMCE, CIH, people's Bank, etc
• Repayment Plan custom

Rate : 2 800 MAD (with simulation multi bank)

5. Comparative analysis of the Market

Positioning of your property on the moroccan market :

• Price per m2 by district : Gueliz, Hivernage, Palm trees, on the Road to Fez, Targa, etc
• Price change : Trends over 3 to 5 years
• Average occupancy rate : By area and type of property
• Time to market The estimate according to the segment
• Benchmark competitive Comparison with similar goods
• Appreciation potential : Projection valuation

Rate : 2 000 MAD for a specific area

6. Projection Multi-Year Financial

Long term Vision of your investment :

• Scenarios of profitability : Optimistic, realistic, pessimistic
• Evolution of the heritage : 5, 10, or 20 years
• Impact of inflation : Adjustment of rent and charges
• Exit strategy : Resale optimal according to the real estate cycle
• Estate planning : Transmission of heritage

Rate : 3 500 MAD for a screening over 10 years

7. Performance Audit of Rental

For owners donors :

• Analysis of the occupancy rate of real
• Profitability actual vs forecast
• Optimization rent : Alignment with the market
• Reduced management costs : Identification of potential cost savings
• Recommendations for improvement : Work to be valued well
• Marketing strategy Targeting tenants optimal

Rate : 2 200 MAD by well-audited

Forms of Financial Report

Formula Essential

4 500 MAD

• Analysis of profitability rental
• Assessment of the cost of acquisition
• Simulation of funding basic
• Report of 15-20 pages
• Lead time : 5 working days

Premium Formula

7 800 MAD

• All services of the formula Essential
• Tax analysis complete
• Comparative study of the market in-depth
• Financial Projection over 5 years
• Report of 30-40 pages
• 1 consultation session included (1h)
• Lead time : 7 working days

Formula Investor Pro

12 500 MAD

• All services of the Premium formula
• Performance Audit and detailed
• Financial Projection in 10 years
• Portfolio analysis of multi-property (up to 3 goods)
• Investment strategy custom
• Report of 50-70 pages
• 2 consultation sessions included (2 hours total)
• Companion bank for the financing
• Lead time : 10 working days

Custom formula

From 15 000 MAD

• Fully personalised Service
• For institutional investors and promoters
• Feasibility studies of complex projects
• Financial Due diligence depth
• Quote customized according to needs

Methodology Professional

Our approach is based on :

1. Data collection : Visit of the property, analysis of legal documents and financial
2. Market research : Standby active on the recent transactions in Marrakech
3. Financial modeling : Use of professional tools and spreadsheets advanced
4. Cross-Validation : Verification by our team of experts in the accounting and financial
5. Clear presentation : Report readable with graphics, tables, charts, and recommendations
6. Post report : Answers to your questions for 30 days

Additional Financial Information

Recurring costs in Morocco

• Charges de copropriété : 10 to 50 MAD/m2/year, depending standing
• Homeowner's insurance non-occupant : 0.1% to 0.2% of the value of the property
• Rental management fee : 6% to 10% of the rent collected
• Care and maintenance : Provision of 1% to 2% of the value annually

Average yields in Marrakech (2024-2025)

• Apartments city centre : 4% to 6% of gross
• Villas with pool : 3% to 5% gross
• Riads-traditional : 5% to 8% gross (for tourist rental)
• Local business : 6% to 9% gross
• Luxury real estate Palm grove : 2.5% to 4% gross

Why Choose SWIMMOBILIER for your Financial Report ?

✓ Local Expertise : In-depth knowledge of the real estate market of Marrakech
✓ Multidisciplinary team : Agents real estate, accounting, and tax advisors
✓ Updated data : Access to the latest transactions and market trends
✓ Legal compliance : Compliance with the regulatory framework moroccan
✓ Confidentiality guaranteed : Total Protection of your financial data
✓ Personalised support : Availability and attentive to your specific needs

Required Documents

To establish your financial report, we will need :

• Title to land or promise of sale
• Quote of work possible
• Your income and financial situation (for loan simulation)
• Investment objectives and investment horizon
• Tax Documents (if current owner)

Contact us

Main Office Marrakech:
25 Rue Sourya Guéliz District, Marrakech

Opening Hours:
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: 9:00 AM – 1:00 PM
Appointments outside of these hours: upon request

Contact:
Telephone: +212 661 42 06 85
WhatsApp Business: 212677128444
Email: contact@swimmobilier.com

Invest intelligently in Marrakech with SWIMMOBILIER.

Ask your financial report custom today and maximize the profitability of your real estate property.

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