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.

Scope and fees agreed before instruction

Request a Property Purchase Review

Share the acquisition you are considering. Fees and deliverables are agreed before work starts.

Name *

Email *

Purchase budget (GBP) *

Asset *

Purchase stage *

Timeframe *

Location / postcode *

Funding status (optional)

Investment horizon (optional)

UK region (optional)

Please do not upload or paste bank statements, ID or other financial documents here.

Add a property link or brief (optional)

Property URLYour question / brief

I have read the privacy policy and understand my details will be used to respond to this enquiry.

Advisory review, not property sourcing or mortgage broking.

Before offer, exchange or commitment

What your independent purchase review can cover

Send a property you have found, its asking price, rent evidence and proposed finance. We agree the questions, evidence, fee and written deliverables before starting. This is a second opinion on the purchase decision — not a listing service, building survey or legal clearance.

Evidence and missing information

Check price and rent assumptions against comparable evidence; record what is supplied, unverified or still needed from the seller, surveyor, solicitor or lender.

Downside and cash commitment

Separate gross rent from net income. Include voids, repairs, management, compliance, acquisition costs and finance sensitivity; identify the cash buffer needed if assumptions weaken.

A written decision brief

Set out the risks, assumptions, questions before commitment and conditions that could change the conclusion. Your agreed scope defines the analysis, exclusions and decision options.

Bring the questions that could change your offer

Single-let: does net income still work after voids, repairs and a refinance?
HMO: are room rents, licence conditions, planning position and compliance costs evidenced?
Commercial or mixed use: what do lease terms, tenant covenant, breaks, capex and vacancy imply?
Portfolio: does this acquisition increase lender, location or tenant concentration?
Overseas: are FX, source-of-funds, ownership and UK/home-country tax questions coordinated before commitment?

Scope first. Fee agreed. No promised return.

Fees depend on the asset, documents, complexity and depth of review. Request a written scope, fixed deliverables, exclusions and fee before instructing. Missing information can limit conclusions; a review cannot remove market risk or guarantee a successful purchase.

Solicitors handle legal diligence, surveyors assess condition, and appropriately qualified or authorised professionals provide tax and regulated financial or mortgage advice. We identify questions for those professionals, not replace them.

Send us a property for independent review Independent property investment advisor Still planning what to buy?

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.
Mandate scope, suitability, fees and specialist responsibilities are confirmed before instruction. No minimum capital threshold is published.

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.