Do you manage assets or capital?

No. We do not manage, hold or introduce capital. We advise on the decision and the framework behind it.

Is consultancy available without a live transaction?

Yes — portfolio exposure and allocation reviews are frequently commissioned with nothing under offer.

How are fees structured?

Fixed fee for a defined scope, or a retainer for ongoing review. Never a percentage of a transaction.

Institutional Advisory

Property Investment Consultancy

Capital allocator looking for consultancy rather than transaction services.

Mandates from £50m

By Real Estate Investment Advisor UKPublished 13 August 2026Last reviewed 13 August 2026Written for UK and international institutional capital

Key facts

Consultancy engagements start with the allocation question, not with an asset.
We review strategy, exposure concentration, structure and governance — not just individual purchases.
Output is written and designed to be presented to an investment committee or family office board.
We hold no product, no panel and no transaction fee.
Retained and single-mandate engagements are both available.
Institutional mandates from £50m. Private-investor engagements are handled on our advisory track.

Consultancy is the layer above transactions. Before you ask whether this building is worth buying, the useful questions are how much of your capital should sit in UK real estate at all, in what form, in what jurisdictions, and what would have to be true for that to be wrong.

What does a property investment consultancy engagement cover?

Allocation, exposure and structure. How much capital belongs in UK real estate, split by asset class and geography; what concentration risks the existing portfolio already carries; what holding structures suit the investor base; and what governance is needed so decisions are repeatable rather than opportunistic.

How is consultancy different from transaction advisory?

Transaction advisory answers 'should we buy this'. Consultancy answers 'what should we be buying, and how much'. Most poor real estate outcomes are allocation errors dressed as asset selection errors — the building was fine, the exposure was wrong.

What does a concentration review look like in practice?

We map the existing portfolio by tenant, sector, geography, lease expiry and debt maturity, then look for the correlations that only matter in a bad year: several assets exposed to one employer, one city's economy, or one refinancing window. Those are the exposures that turn a soft market into a forced sale.

Can consultancy work alongside our existing managers?

Yes, and it usually should. Managers are measured on deploying and performing. An independent consultancy layer is measured on whether the decision was right. Both views are needed and they are not the same job.

Engagement types

Engagement types
Type	Best for	Typical output
Single mandate review	One decision, defined deadline	Written position with failure conditions
Portfolio exposure review	Existing holdings, no live deal	Concentration and refinancing map
Allocation strategy	New or expanding UK exposure	Allocation framework and entry criteria
Retained advisory	Ongoing pipeline	Standing review of each opportunity against agreed criteria

How the review works

1
Position mapping
Current exposure, mandate constraints, return requirement, time horizon.
2
Concentration analysis
Tenant, sector, geography, lease expiry and debt maturity correlations.
3
Framework
Written entry and exclusion criteria the pipeline is then measured against.
4
Application
Live opportunities tested against the framework rather than judged one by one.
5
Review cycle
Framework revisited as rates, policy and the portfolio change.

Request a mandate review

Independent, fee-based and separate from any transaction. Tell us the decision and we will tell you what we would need to review it properly.

Frequently asked questions

Sources

Checked 13 August 2026. Tax and regulatory points on this page reflect published HMRC and GOV.UK guidance at the date shown. They are general information, not tax advice — confirm your position with a qualified UK tax adviser before committing capital.