Strategic asset management

Our guiding principles, when developing a single Asset or Portfolio Business Plan include:

Start by understanding the client’s perspective and their:

• Vision and ambitions for their asset or portfolio
• Strategic, investment, financial and operational objectives

Undertake a comprehensive asset audit and detailed SWOT analysis to:

• Determine how compliant the assets are/will be with existing and forthcoming legislative and regulatory requirements
• Identify and analyse lease and occupancy data
• Address the assets’ operational efficiency
• Make informed recommendations and develop detailed and costed Asset Business Plans

The Plans are regularly reviewed and updated which enables clients to optimise the value of their assets. We assess:

• Building performance – in terms of energy efficiency, as well as occupiers’ safety and wellbeing
• Occupancy rates – including assessing the profile and financial wellbeing of tenants
• Management of current and anticipated capital works and costs
• Financial planning – in terms of funding capital works and optimising ROI

Our Strategic Asset Management framework enables clients to understand and plan the management of their assets and the efficacy of the financial strategies for the immediate future, as well as for the next five, ten or twenty years.

Our Strategic Estate & Asset Review team has been helping clients optimise their investment in, as well as the ownership and management of their estates for almost 200 years.

We have the experience and the proven expertise to help clients:

• Ensure they meet their strategic, financial and ‘succession’ goals
• Identify new revenue streams and opportunities
• Manage their estates profitably
• Develop creative and market centric solutions to address underperforming assets
• Futureproof assets and the ownership of their estates
• Develop and implement successful inheritance planning strategies

The cornerstones of our strategic development process include:

A review of the estate and its assets comprising:

• An assessment of current assets’ performance across the portfolio
• Identification and evaluation of potential opportunities
• Benchmarking of each asset’s performance
• Collaboration with clients’ professional advisors to develop a holistic view of the estate’s and assets’ short, medium and long term opportunities and risks
• Developing and interrogate a costed strategic plan

A viability assessment of each asset’s potential revenue and diversity options. We:

• Evaluate the impact local competition could have on each identified opportunity
• Analyse local demographics to understand the potential demand for each option

A performance review – the key elements include:

• Profiling the portfolio with particular reference to asset and agreement type
• A statistical analysis of performance indicators such as yields, rent levels, and vacant periods
• Regular reviews to establish progress against a quantifiable benchmark

Producing a detailed land zoning report which comprises:

• A visual mapping report outlining potential land use opportunities available
• An evaluation of how each option and different land use would work seamlessly with current and future enterprises
• An analysis of the local demographic