Portfolio screening
An initial assessment of the entire portfolio. Afterwards you know the condition and potential of every property and what needs to be decided first.
Kick-off
Together we clarify the owners’ goals, time horizon and constraints. We review existing documents such as plans, rent rolls, annual accounts and contracts, and record what is missing.
Inspection
We inspect every property on site. We record the condition by component group, from the building envelope and building services to the interior fit-out, and note damage, risks and potential.
Evaluation
We compare rents and management costs with the market and estimate the market value within a range. For each property we prepare a fact sheet stating whether to hold, renovate, densify or consider a sale, together with the order of magnitude of investment required over the next ten years.
Discussion
We present the results to you in person, together with the three most urgent decisions and the reasons behind them. You then decide whether and how to proceed.
From screening to mandate
Each step stands on its own. After each one, you decide again.
Portfolio screening
Initial assessment of the portfolio, classification of every property, most urgent decisions.
Fixed price
Analysis and strategy
Valuation per property, ten-year planning, property strategies, setting up property management.
Time-based with cost ceiling
Ongoing mandate
Steering the property managers, reporting, client role in construction, representation towards third parties.
Annual base fee
Request a screening
Write to us using the contact form. We will get back to you personally and then send you an invitation to an initial meeting without obligation.