Portfolio review
Every holding valued, with net yield after service charges, management and realistic voids.
Services · For owners with more than one property
Portfolioadvisory.
Decisions modelled across the whole holding, not one unit at a time.
Once you hold three or four properties, the individual deal stops being the interesting question. Concentration, timing and what to sell first matter more.
Most owners we meet are more exposed than they realise: several units in one community, or several handing over in the same year, or a yield that looks fine gross and thin once service charges are counted.
What is included
Concentration analysis
How much of your exposure sits in one community, one developer or one handover year.
Exit sequencing
Which asset to sell first and when, based on supply landing in that community.
Reinvestment planning
Where proceeds go, modelled against your holding period and income needs.
How it runs
- 01
Data gathering
Title deeds, tenancy contracts, service charge statements and mortgage balances.
- 02
Modelling
Current net position per asset, and the same view three and five years out.
- 03
Recommendation
A written plan with the reasoning shown, including what to do nothing about.
- 04
Execution
We carry out the sales, purchases and lettings the plan calls for.
What it costs
Stated up front, becausethat is the easy part to get right.
- Initial portfolio review
- No charge for existing clients
- Transactions arising
- Standard sale or letting rates