Advisory · Organisation · Development
Real estate assessment & property strategy / real estate advisory
1. Brief service summary
Connect the characteristics of your property assets, their uses and economic parameters with your organization's direction, to prepare choices about retaining, adapting or changing assets.
2. Your needs
Your portfolio has developed gradually, uses have changed or some assets tie up resources without a sufficiently clear overall picture. You wish to examine their role in your activity and the options to study before a property decision.
3. Objectives of the engagement
The engagement aims to organize available information, identify use and management issues and compare scenarios. It helps distinguish decisions that can be prepared immediately from matters requiring additional expertise or investigation.
4. Indicative scope
Work may cover the asset inventory, occupancy, known costs, documented income and identified constraints. Scenarios may examine retention, consolidation, adaptation, acquisition or possible disposal. Analyses use accessible documentation, with missing information explicitly identified.
5. Possible delivery arrangements
Document review may be combined with interviews with property, financial and operational managers. Visits may be considered where authorized, without being equated with a technical building assessment.
6. Possible deliverables
Deliverables may include a portfolio status report, an analysis of uses and economic parameters, a scenario comparison and a roadmap of studies or decisions.
7. Conditions and limitations
The term “assessment” here means a property strategy and organizational analysis. It does not constitute a statutory property inspection, technical expert assessment, attestation of value or verification of ownership. Transactions, intermediation and acts requiring particular qualifications are excluded without prior scoping and verification.