Portfolio Advisory
Preparing for a property portfolio review
For landlords, investors and organisations, a structured portfolio review supports better hold, sell and rationalisation decisions. Here is how to prepare.
A well-run portfolio review can materially affect performance. Whether you are a private landlord, an investor or an organisation, taking a structured look at your assets supports confident decisions about what to hold, sell or rationalise.
What a portfolio review considers
A portfolio appraisal reviews your assets and provides reasoned advice. It typically covers:
- Investment performance across the portfolio
- Hold, sell and rationalisation options
- Acquisition and disposal considerations
- Landlord and tenant matters, lease renewals and rent reviews
- Overall asset strategy
How to prepare
Bringing together the right information helps the review run smoothly:
- A schedule of the properties and their key details
- Tenancy and lease information where relevant
- Recent income and cost information
- Your objectives — growth, income, consolidation or release of capital
Making decisions with confidence
The aim of a review is clarity: a reasoned basis for the decisions ahead. With independent appraisal and advice, you can approach acquisitions, disposals and rationalisation with confidence.
To arrange a review, request a portfolio review.
