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Risk Management in Real Estate: A Critical Necessity for Long-Term Success

Updated: Jan 15

Why an Efficient Risk Management System is Essential for Commercial Real Estate Investors

The commercial real estate (CRE) industry faces a wide range of challenges, from economic fluctuations to regulatory changes. Despite these inherent risks, a survey conducted by Gunnar Gombert Strategy Consulting in June 2024 in Frankfurt am Main reveals a concerning trend: more than one-third of CRE investors still do not have a risk management system in place.


In this blog, we highlight the key findings of the survey and explain why a comprehensive risk management strategy is vital for real estate investors to protect their investments and ensure long-term success.

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Implemented risk management until 2024 by CRE companies Source: Survey Gunnar Gombert STRATEGY CONSULTING, 17 June 2024, Frankfurt am Main

1. The Current Landscape: Risk Management Often Overlooked

The survey indicates that 52% of respondents in the CRE industry have implemented a risk management system, while 35% have yet to establish one, and 13% are unclear about the status of their risk management processes. These numbers are alarming, as companies without a structured risk management framework are more vulnerable to unforeseen risks that could lead to significant financial losses.


A Lack of Systematic Risk Management:

  • 35% of CRE investors do not have any risk management system in place.

  • 13% are uncertain about the status of their risk management processes.


This gap can have serious consequences, particularly in an unpredictable market environment.



2. Why Risk Management is Essential

The real estate industry is inherently exposed to a variety of risks, heavily influenced by external factors such as interest rate changes, economic conditions, political shifts, and environmental concerns. A well-designed risk management system enables companies to not only identify these risks but also manage and mitigate them effectively.


Key Risks for CRE Investors:

  • Market Risks: Economic shifts, such as interest rate hikes or recessions, can greatly affect property values and investment returns.

  • Regulatory Risks: New regulations, especially in the area of ESG (Environmental, Social, and Governance) criteria, may require significant investment to adapt to sustainable business models.

  • Financial Risks: Credit risks, liquidity challenges, and refinancing issues can threaten a company’s stability, particularly in an environment of rising interest rates.

  • Operational Risks: Poor management of real estate portfolios, inefficiencies in operations, and technological deficiencies can severely impact overall performance.


3. The Benefits of an Integrated Risk Management System

A structured risk management system not only protects against potential threats but also allows companies to proactively adapt to changes and maintain a competitive edge. Key benefits include:


  • Early Risk Identification: By identifying potential risks early, companies can take steps to minimize negative impacts before they escalate.

  • Cost Reduction: A systematic approach to risk management helps avoid costly mistakes by highlighting inefficiencies and operational weaknesses early on.

  • Competitive Advantage: Companies with strong risk management systems are better equipped to adapt to market changes and seize new opportunities while staying agile in the face of challenges.

  • Sustainability and ESG Compliance: With increasing regulatory and investor focus on sustainability, an integrated risk management system is crucial for adhering to ESG regulations while ensuring long-term profitability.


4. Industry Lag: Time to Catch Up

The results of the Gunnar Gombert Strategy Consulting survey clearly show that more than one-third of the CRE industry needs to catch up in implementing risk management systems. Without a robust framework in place, companies are unnecessarily exposing themselves to risks that could jeopardize their long-term competitiveness.


Recommendations for CRE Companies:

  • Raise Risk Awareness: Companies need to prioritize risk management as a strategic initiative and increase awareness of potential threats within their organizations.

  • Establish Systems and Processes: Implementing a tailored risk management system that fits the specific needs of the business is crucial, and this system should be continuously monitored and updated.

  • Training and Education: Regular training and upskilling of employees are essential to ensure that risks are identified and managed effectively.


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Risk management actions 2024 by CRE companies depending on the cycle Source: Survey Gunnar Gombert STRATEGY CONSULTING, 17 June 2024, Frankfurt am Main

Conclusion: Risk Management is Key to Long-Term Success

The survey results demonstrate that many CRE investors have significant gaps in their risk management strategies. However, efficient risk management is critical to maintaining a strong position in a volatile market environment and navigating future challenges successfully.


At Gunnar Gombert Strategy Consulting, we support our clients not only in developing business strategies but also in addressing all aspects of risk management through collaboration with our specialized partners. Structured risk management processes are essential for long-term success and to effectively navigate unpredictable risks.


Contact us to learn how we can help your company build a comprehensive risk management system and safeguard your real estate investments for the future.

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