Portfolio review

Yes – without a doubt. With our help you could maximise your profits, future-proof your investments, and get reliable advice from a team of professionals. Whilst the monetary value of your property review will depend on the size of your portfolio and the changes we’ll be able to make, you will benefit from gaining a clearer picture of your portfolio and how your properties are living up towards your goals for the future. We’re an honest team – if we don’t think we can help you, we’ll say so.

We’ll start initially with an in-depth chat about the aims and objectives for your property portfolio. This may include diversifying your investments, maximising rental income, or future-proofing your properties. Whatever this may be, our team will keep this in mind when looking through each of the properties within your portfolio. 

Once the initial review is complete, we’ll offer professional advice and recommendations to help achieve your objectives. Our team has a wealth of knowledge in property maintenance and development, including up to date knowledge and understanding of the current market. Recommendations may include reviewing rental agreements, upcoming investment opportunities, or an honest chat about the properties that may not be worth your time and money.

Prior to your property portfolio review, you should have a think about your own goals and how you would like to benefit from your time with us. Once we get a clear idea of your objectives, we can get straight to work with helping you achieve them!

Before you come and see our team, we’d also suggest you gather all of the information we could possibly need regarding each of your commercial or residential property investments. This could include:

• Information for each property (including addresses, legal documents, details on renovations and prior works, etc).
• Financial information (this could be rental agreements, or property purchase details).
• Images, videos, details of investments that you may also be considering currently, or any other details that may help us.

An initial review of your properties may take a few hours, or several days, and more, depending on the size of your property portfolio. Our follow up recommendations and professional advice will be presented to you in a clear and concise report, which should be in your hands within a few weeks. 

In terms of recommended remedial actions or improvements to make, the length of time will entirely depend on the task at hand. Our team has years of experience in a number of areas in commercial and residential real estate, so we can give you a good idea of both timeline and cost. 

Your property portfolio is a group of properties that you own for investment purposes. They could be solely residential properties, solely commercial properties, or a combination of both. Typically a property portfolio is used to diversify one’s assets, increasing income and ensuring stability for the future. Usually four or more properties is considered to be a ‘portfolio’.