Portfolio Appraisal

If you have a number of commercial properties in your portfolio, you should regularly review your holdings and make any necessary adjustments.

Keeping track of leases

There will be important dates of lease renewals, rent reviews and options to break that vary across your portfolio of buildings. We can help you to manage occuptional leases, in the same way that an in-house property department would, acting in your best interests to manage the portfolio.

Identifying savings

A periodic review of your portfolio will enable you to identify any overspends and manage your leases and contracts effectively.

With a small to medium sized portfolio, it is likely to be much more cost effective to have your property dealings managed by someone like us, who are focussed on achieving savings and best value on your behalf than to have an in-house property department.

Releasing money from your property portfolio

If you need to release money from your portfolio, a review can help you identify how best achieve that, minimising damage to your longer term position.

Generally 12 months notice of the need for cash will enable the best option to be identified and executed.

Adding to your commercial property portfolio

We are also able to identify additional properties for purchase or rental that would complement your existing portfolio.

Portfolio appraisal case study

We reviewed the portfolio for a non-departmental government body, who had properties in Bristol, Exeter and Plymouth; we identified considerable opportunities for cost savings.

Our fees for property portfolio appraisal

Consultancy for this type of work can either be charged on a per-project or retainer basis, depending on the scope of works. The initial step would be a no-obligation consultation where we can discuss your requirements and present our credentials to see if there is a suitable match.