Service 04 · Advisory · Sub-service
Portfolio optimisation
Asset-by-asset hold / sell / develop decision matrix informed by market and cost data.
When to instruct
The right moment.
You hold a multi-asset portfolio and need to align it with strategy, risk appetite and capital plan.
Scope of work
What we do.
04 workstreams
01
Asset-level data collection: cash flow, capex, tenancy, ESG and market position.
02
Hold / sell / develop / refurb / reposition scoring on a common rubric.
03
Capital-recycling plan with proceeds redeployed against pipeline.
04
Governance pack for investment committee sign-off.
Deliverables
What you receive.
- Portfolio review deck with per-asset recommendation.
- Recycling model showing net cash impact by year.
- 12-month execution plan with owner-assigned actions.
Ready to instruct
Brief us on portfolio optimisation.
Other advisory sub-services