Real Estate
Buy, sell, structure, and finance as part of a holistic wealth strategy.
Overview
For many families, one of the most important wealth building blocks - and one of the most complex.
Sell, hold, develop, or restructure: the right answer rarely depends on market factors alone, but on the full strategic picture.
At Wealthgate, real estate is never treated in isolation. It is part of an integrated wealth strategy and should be handled as such.
From practice
An entrepreneur sold his life's work - while the company property had to disappear. Quietly. Without traces.
What sounds simple was highly complex in execution. A story about timing, discretion, and the art of turning many wheels at once.
Your Wealthgate Specialist
Personal care begins with personal responsibility.
Elio Ballerini
Director Real Estate
At home in the real estate industry for over ten years. Together with his team, he has accompanied more than 900 transactions during this time — from single-family homes to commercial properties to larger investment portfolios. As a DEKRA-certified expert for property valuation, he brings solid expertise to every advisory engagement.
Shaped by his background in project management, he works in a structured, analytical way, always keeping the big picture in view. For him, good advice begins with listening and asking the right questions. And sometimes that also means honestly telling a client that selling may not be the best path.
„Every client brings their own goals and challenges. My commitment is to develop the right solution with clarity, confidence, and foresight."
Related Insights
We combine the expertise of our team with reliable assessments from practice to create a relevant advantage for our clients.
Interview with our Director Capital Markets: Dennis Scherer
Was hat dich motiviert, Teil des Wealthgate-Teams zu werden? Ehrlich gesagt hätte ich die Wahrscheinlichkeit, dass ich meinen Job in den nächsten fünf Jahren nochmal wechseln würde, vor einem Jahr als sehr gering eingeschätzt. Bei der Börse in Stuttgart hatte ich ein großartiges Team und einen tollen Chef – ich war also rundum zufrieden. Christian …
Bericht für das 2. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.
Bericht für das 1. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.