Portfolio Services
A flexible, expert service to ensure your assets continue to work for you.
Even if your estate exceeds more than one property, we will manage it as one single portfolio, offering strategic advice, planning, finance and reporting. A truly collaborative approach, enabled through an effective partnership.
We provide portfolio services to our clients who have transferred their assets to us. These services cover all aspects of portfolio management to ensure we take the challenges away from you, while keeping you involved and updated at each step.
What’s included?
We’ll provide a Client Manager to offer flexible, expert advice, ensuring your assets continue to work for you. We’ll also support you to develop your annual Strategic Asset Management Plan.
What’s more, our strategic property advice – such as planning, finance and reporting – will support you to develop and enhance your location strategy, while aligning your estate to your workforce needs and ultimately improving value.
Portfolio services
- Named Client Manager
- Client meetings
- Performance reporting
- Client focused relationship management
Estate strategies
- Forward estate planning
- Estate optimisation and efficiency planning
- Space finding and space management
Document management
- Managed service agreement
Data services
- Electronic property information mapping service (E-pims) and state of the estate (SOFTE) reporting
- Prop annex for the Strategic Asset Management Plan (SAMP)
- Parliamentary Question (PQ) and Freedom of Information (FOI) data provision
Finance
- Property finance information for business cases
- Timely accurate forecasts
Working Better Together
Our solutions are created by working collaboratively with you.
Download our service brochure today and find out how we can help you create places to work, grow and thrive.
