Agedi SAM

What Agedi SAM does

Agedi SAM is a privately held strategic real estate services firm founded in 1927 and headquartered in Milan, Italy, operating under the registered legal entity Agedi Italia S.r.l. The company positions itself as a 'strategic real estate atelier' rather than a transactional broker, delivering integrated services across four core lines: consultancy (strategic advisory for asset protection and enhancement), brokerage (sales and leasing negotiations), property management (ongoing stewardship), and technical services (architecture, facility management, refurbishment, and turnkey delivery). It also provides dedicated strategic advisory and development for heritage real estate portfolios. Agedi serves four primary client segments — institutional investors, corporate entities, high-net-worth private individuals, and religious/non-profit organisations — across five European geographies (Italy, United Kingdom, Monaco, France, and Luxembourg). Named engagements include an exclusive mandate to commercialize the Diocese of Ravenna's real estate portfolio valued at over €20 million, ongoing management of LILT Milano Monza e Brianza's portfolio, a renewed corporate services agreement with Mediaset Group, and a 2024 distribution partnership with Banca Generali Private. The firm operates a bespoke, contact-based pricing model with no public rate cards or standardized tiers, reflecting its premium, relationship-driven positioning. Leadership is anchored by Chairman and CEO Massimo Cimatti and President Valeria Genesio. Revenue is not publicly disclosed; the firm has no external funding, no acquisitions, and no proprietary technology platform — its competitive differentiation rests on nearly a century of brand heritage, methodological continuity ('The Agedi Journey' of listening, reflecting, and acting), and trusted-advisor status in heritage and institutional real estate across Europe.

Name

Agedi SAM

Legal name

Agedi Sam

Website

https://agedigroup.com

Company type

Private

Founded year

1927

Operating status

Operating

Headcount range

11–50 employees

Short description

Agedi SAM is a century-old Italian strategic real estate services firm offering consultancy, brokerage, property management, and technical services to institutional investors, corporates, HNWIs, and religious/non-profit organizations across five European countries.

Ownership category

akta.pro rank

Headquarters

HQ city

Les Moneghetti

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Consultancy Services: Strategic advisory services for protecting and enhancing real estate assets, including portfolio analysis, enhancement strategies, and long-term planning for institutional and private clients.
2. Brokerage: Sales and leasing negotiations conducted with discretion and strategic negotiation skills. Transactions managed with dedication, flexibility and integrity, with focus on results.
3. Property Management: Ongoing property management services providing accurate, consistent and responsible stewardship, ensuring preservation over time and protection of asset value.
4. Technical Services: Coordination of technical and maintenance aspects including architecture, facility management, refurbishment and turnkey delivery. Integrated solutions designed around people and places.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Agedi delivers strategic real estate advisory and asset management services to institutional investors, corporations, religious and non-profit organisations, and high-net-worth families. The offering combines consultancy, brokerage, ongoing property management, and integrated technical services (architecture, refurbishment, turnkey delivery) under the proprietary 'Agedi Journey' framework to protect, manage, and enhance real estate assets across Europe.

Product overview

Agedi SAM is a strategic real estate services atelier offering a unified portfolio of professional services rather than a software platform. The core offering comprises four integrated service lines: Consultancy Services (strategic advisory for asset protection and enhancement), Brokerage Services (sales and leasing negotiations), Property Management (ongoing asset stewardship), and Technical Services (architecture, facility management, refurbishment, turnkey delivery). The company also provides Strategic Advisory & Development for complex heritage portfolios. These services collectively support institutional investors, corporations, private individuals, and religious/non-profit entities in protecting, managing, and enhancing real estate assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Consultancy Services Strategic advisory services defining strategies designed to protect and enhance real estate assets, with tailored solutions aligning vision, context and objectives for institutional investors, corporations and private clients.
• Brokerage Services Discretionary sales and leasing negotiation services combining technical expertise, strategic negotiation skills, and problem-solving capability, with focus on results for clients across institutional, corporate and high-net-worth segments.
• Property Management Comprehensive ongoing property management ensuring preservation over time and the enhancement and protection of asset value through accurate, consistent and responsible stewardship, delivered for institutional, corporate, private and religious/non-profit clients.
• Technical Services Coordination of technical and maintenance aspects including architecture, facility management, refurbishment and turnkey delivery, with integrated solutions designed around people and places.
• Strategic Advisory & Development Design, implementation and monitoring of strategic plans guiding long-term enhancement and management of real estate portfolios, balancing heritage preservation with modern stewardship for complex engagements such as heritage and ecclesiastical assets.

Quantifiable outcome

• Portfolio valued at over €20 million successfully managed for the Diocese of Ravenna
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Banca Generali PrivatecoreGTM or Marketing Partner · 8 March 2024Agedi entered a partnership with Banca Generali Private to provide real estate services to the private bank's clients under favorable conditions. The agreement is part of Banca Generali's comprehensive wealth management offering, extending services to include property portfolio optimization and enhancement for Italy's leading private bank's prestigious clientele. Services include analysis for optimizing real estate assets, planning enhancement strategies, real estate marketing, operational support for property income, and valuations.
• Mediaset GroupcoreGTM or Marketing Partner · 1 January 2021Corporate agreement providing a wide range of real estate services for all Mediaset Group's employees, collaborators, and their families. The collaboration, launched in 2021, continues with renewal in 2024, demonstrating an ongoing commitment to serving the media company's workforce with property-related services.
• LILT Milano Monza e Brianza (Lega Italiana per la Lotta contro i Tumori)coreStrategic or Co-development PartnerLega Italiana per la Lotta contro i Tumori (LILT) of Milano Monza e Brianza entrusted Agedi with management and enhancement of its real estate assets. Agedi's activities cover the organization's entire real estate portfolio with the goal of developing effective and sustainable value-enhancement strategies, supporting LILT's institutional mission of cancer prevention, early diagnosis, and patient support.
• Diocese of RavennacoreStrategic or Co-development PartnerThe Diocese of Ravenna entrusted Agedi with an exclusive mandate to commercialize a portfolio valued at over €20 million. This engagement involves protecting, interpreting, and enhancing a patrimony deeply rooted in history and community significance, with Agedi acting as a trusted steward of heritage properties.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Knight Frank: International real estate consultancy with deep European coverage in residential, commercial, and advisory services. Comparable to Agedi in serving HNWIs and institutions across multiple European jurisdictions, but at significantly larger scale.
• Savills plc: Global real estate services firm with a strong European footprint and established international advisory, brokerage, and property management practice. Larger scale and broader sector coverage than Agedi, but overlaps directly on cross-border advisory and HNWI/institutional mandates.
• Cushman & Wakefield: Global commercial real estate services firm with European advisory and asset management capabilities. Overlaps with Agedi on institutional investor mandates and commercial property advisory, though Agedi is much smaller and more boutique.
• JLL (Jones Lang LaSalle): Global real estate investment and advisory firm with significant European operations in capital markets, advisory, and asset management. Comparable to Agedi on institutional advisory and European footprint, but at vastly larger incumbent scale.
• BNP Paribas Real Estate: Real estate arm of BNP Paribas providing advisory, transaction, and management services across continental Europe. Comparable to Agedi on European cross-border mandates and HNWI/institutional clientele, though operating at substantially larger scale as part of a major banking group.
• Colliers International: Global real estate services firm offering advisory, investment, and property management. Overlaps with Agedi on European advisory mandates for institutional investors and corporate clients, though operating at global incumbent scale.

Direct peers

• Engel & Völkers: European-headquartered real estate firm specializing in premium and luxury residential brokerage across Mediterranean and Western European markets. Closely comparable to Agedi on boutique positioning, HNWI clientele, and Mediterranean geographic focus.
• Christie & Co: Specialist European property advisor focused on hospitality, leisure, healthcare, and unusual/niche property categories. Comparable to Agedi's boutique positioning and specialty-sector advisory approach, particularly on non-traditional asset classes like religious and heritage property.
• Toscana Properties / Lionard Luxury Real Estate: Italian boutique real estate firm specializing in luxury and heritage properties, particularly in Tuscany and other premium Italian regions. Closely comparable to Agedi on Italian heritage-property advisory and HNWI brokerage focus.
• Catella AB: European real estate advisor and asset manager with offices across multiple countries. Comparable to Agedi on cross-border European advisory, investment advisory, and property management for institutional clients, though Catella is publicly listed and larger.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/agedigroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agedi SAM