Property Portfolio Advisor
Most portfolios are assembled one deal at a time and never reviewed as a whole. The result is concentration nobody chose: the same city, the same tenant type, the same lender, debt maturing in the same eighteen months.
A property portfolio advisor reviews everything you hold as one position: performance per asset, debt maturity and lender concentration, tax drag, underperformers to release and where the next pound should go. Delivered as a written portfolio review with a ranked action list.
Who this is for
- You hold three or more properties and manage them deal by deal
- You have debt maturing across several assets
- You want an outside ranking of what to keep, refinance and sell
Who it is not for
- You hold a single property — a single-asset review fits better
What it costs: Fixed fee per portfolio review, scaled to the number of assets.
Key facts
- Return per asset after finance, tax and true operating cost — ranked, best to worst
- Debt maturity profile and lender concentration across the whole portfolio
- Geographic, asset-type and tenant concentration you are currently carrying
- Tax drag by holding structure, and whether restructuring pays for itself
- Underperformers to release, and what the released capital should do next
Last reviewed by the Real Estate Investment Advisor advisory team. Fee-only advice — we take no commission from developers, agents or lenders.
What a portfolio review covers
The output is a written review with a ranked action list, not a dashboard. Every recommendation carries the reasoning and the numbers behind it.
- Return per asset after finance, tax and true operating cost — ranked, best to worst
- Debt maturity profile and lender concentration across the whole portfolio
- Geographic, asset-type and tenant concentration you are currently carrying
- Tax drag by holding structure, and whether restructuring pays for itself
- Underperformers to release, and what the released capital should do next
How the review runs
Scoped to the number of assets, fixed fee, agreed before we begin.
- 1Scoping call and data request — schedule of assets, debt, rents and costs. Same week.
- 2Fixed fee and timetable confirmed in writing.
- 3Asset-by-asset analysis and concentration modelling. One to three weeks depending on portfolio size.
- 4Written review delivered with a ranked keep, refinance or sell list.
- 5Presentation call with you, and with your accountant or lender if useful.
When a portfolio review pays for itself
Timing matters more than portfolio size. The review is worth most when a decision is approaching rather than after it has been made.
- Debt maturing across several assets within the next two years
- Returns that have drifted without anyone being able to say which asset is responsible
- A sale or inheritance releasing capital that needs a destination
- A structure set up years ago that no longer matches your tax position
- Growth by acquisition with no framework deciding what to buy next
Who we are independent of
We hold no stock, source no property and take no commission from developers, agents or lenders. The review can conclude that you should sell nothing and buy nothing, and we are paid the same either way.
Have the whole portfolio reviewed as one position
Send the schedule of assets and debt. We will scope the review, quote a fixed fee and give you a timetable before starting.
Book a CallFrequently Asked Questions
Related decisions and advisory work
The questions investors usually resolve alongside this service.
Bring Clarity to the Decision
We act as an independent real estate investment advisor in the UK, helping investors assess risk before committing capital.
If you are weighing allocation, risk, or exposure and want a clear, reasoned view, an initial advisory discussion can help clarify how to proceed.