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Investor & Asset Manager Services

​Are you looking to ensure your scheme is designed with lifecycle and operations as a driver rather than an afterthought?

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Do you require advice about the demographics of your assumed target market and what they will want from the scheme?

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Is your leasing and marketing optimised and do you know where you sit against your competition?

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If your assets are operational, are you compliant and do you or your operator have robust and audited SOPs in place?​​

1 

Aqusition due diligence 

Demographics analysis // Competitor analysis // Unit mix ​// SWOT analysis // Value add identification & reccomendation

2

Building design 

Amenity design // Unit designs & layouts // Spec and finishes review // Back of house planning // FF&E review & procurment

3

Budget modeling & review

ERV modelling // Passing rent appriasal & recommendations // Operational expenditure budgeting // Current Opex budget & spend review and reccomendations // Lifecycle cost planning 

4

Customer experience

Brand creation // Customer proposition scoping // SAAS design, procurment & set up // Customer experience strategy // Customer service principles // Amenity offerings & activation activities // Customer journey review & recommendations // Secret shopping // Competitor review & advice 

5

Operational set up & govenance

Standard operating process drafting // Management, leasing & estate management planning // Phasing & handover planning // Occupancy & ERv review to maximise income // SOP review & reccomendation// Tech stack review and reccomendations // Legislative audits

Consultant reports

1

Opportunity Review - New build

•    Demographic reporting
•    Competitor analysis
•    ERV modelling
•    Operational Budget creation
•    Unit mix review
•    Amenity design review
•    Unit design layout review
•    SWOT analysis
•    Value add mapping

2

Opportunity Review - New build (lite)

​•    ERV modelling
•    Operational Budget creation

3

Opportunity Review - Operational

•    Demographic reporting
•    Competitor analysis
•    ERV modelling
•    Passing rent appraisal and recommendations
•    Current/ previous Opex review and recommendations
•    Operational Budget creation
•    Unit mix review
•    Amenity design review
•    Unit design layout review
•    SWOT analysis
•    Value add mapping

4

Opportunity Review - Operational (lite)

•    Passing rent appraisal and recommendations
•    ERV modelling
•    Current/ previous Opex review and recommendations
•    Operational Budget creation
•    Value add mapping

5

Marketing & Leasing Review

  • Competitor analysis

  • Mystery shopping report - Lead to lease

  • Competitor benchmarking

  • Marketing audit

  • Passing & ERV rent appraisal 

  • SWOT analysis​

6

Mystery shopping 

•   Mystery shopping report - Lead to lease
•   Competitor benchmarking
•   SWOT analysis

7

Operational Governance Review

  • ​Passing rent/ ERV appraisal including dynamic pricing review 

  • Budget and procurement review

  • Right to Rent capture & recheck audit

  • Prescribed information service audit​

8

Operational Governance Review (lite)

  • Right to Rent capture & recheck audit

  • Prescribed information service audit

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