Our dynamic and driven team of experienced staff draw upon their range of specialist skills in property, building consultancy and accounting to provide robust professional advice. We are experts in portfolio management, pre-contract negotiations and dispute resolution.
Real Estate Consultancy
Our real estate services are delivered by industry experts in property cost management, service charge & insurance consultancy and estates management. We provide long-term support and guidance to unlock your estate and workplace ambitions.Learn More
Service Charge Consultancy
Across our sectors, but specifically Retail, Leisure and Commercial Offices markets, we ensure costs are accurate, reasonable, compliant and apportioned correctly. If you are being incorrectly charged we will negotiate on your behalf to achieve savings and improve lease compliance. We provide ongoing expert analysis and management of service charges across your property portfolio and ensure value for money is being obtained. Our specialists liaise with landlords and agents to improve communications and compliance, which typically results in year on year savings.
We improve tenant retention, reduce service charge disputes and recover the full cost of services delivered. We can help with efficient service charge cost recovery; identification of unrecovered costs, capital works, pre-acquisition due diligence; vulnerabilities and risks and ensure best RICS practice and governance is being followed. We provide sound consultancy services including best practice for procurement, administration and accounting and identify potential improvements.
The 2018 Service Charge Operating Report (SCOR) for Offices describes the current state of the industry and provides details of a continued research focus that will assist the debate over the future regulation and governance of service charge management and accounting.
Our experts’ specialist knowledge qualifies them to give their professional opinion on service charge disputes during legal proceedings. They have an in-depth understanding of legal procedure and the responsibilities of acting as an expert witness. They are equipped to prepare authoritative reports, communicate evidence clearly in court and withstand cross-examination.
They draw on our unique research, which benchmarks service charge costs nationally and promotes the Royal Institution of Chartered Surveyors’ industry standards. You can view the latest Service Charge Operating Report here.
Budget & Transaction Management
We provide expert technical and management advise on budget and service charge preparation using current cost data from our technology systems and years of experience in the property industry.
Both occupiers and landlords prepare budgets for properties. We gather service charge cost data and create a budget, compliant with RICS standards, on behalf of landlords. At year-end, we prepare certificates reflecting costs properly incurred, in compliance with the lease terms. This activity can complement the management process, ISA audits or accountants’ reports.
We can manage your real estate accounts function for all costs; principle rent, service charge rent, insurance and utilities. This includes raising demands, processing receipts, transferring funds to clients, debtor management and a full suite of management reports tailored to individual client requirements. We certify the year-end service charge accounts and issue both the certificates and the resulting reconciliation statements.
Effective strategic management depends on accessible and accurate lease data. We extract and record the following information on our bespoke database; parties, lease commencement date, rent commencement date, lease expiry date, rent review date, break notice date, the demise, area held, liability for buildings insurance, service charge year-end, service charge caps/indexations. We maintain the data following renewals or other change events and provide summary reports to assist asset management decisions.
Insurance is an essential cost of managing any property. Our highly experienced team assesses the cover you need and benchmarks premiums to calculate best value. This service incorporates data from lease obligations and premium rates, to sums insured and apportionment calculations. We consult and pursue savings either on individual or multiple cases. Our in-house technical experts undertake insurance reinstatement assessments on behalf of tenants, determining the suitability of the landlords’ valuation.
Estates & Portfolio Management
We provide impartial advice to both owners and occupiers of property across all major asset classes, specialising within the education, ecclesiastical, Charities and healthcare sectors. Our advisors keep abreast of the latest market developments and legislation and maintain an extensive database of transactions and availability. This enables us in providing market-leading advice when handling any aspect of asset management including rent reviews, lease renewals, expert witness work and lease restructuring.
We support clients in formulating and implementing solutions which deliver tangible value to their day to day operations. We identify opportunities to drive occupational efficiency through improved space utilisation whilst also reducing costs. Solutions may ultimately lead to acquisitions and disposal of land or buildings. Our RICS qualified real estate team manage the whole process on behalf of our clients. Our experts work with clients to ensure that their real estate portfolio is aligned with and fully supports their business operations.
Our property valuation experts provide a comprehensive range of single asset and portfolio valuations and consultancy services across all of the core sectors, offering a unique specialism in the education, ecclesiastic and charity sectors. Our team provides a fast and cost-effective service that can be tailored to the needs of individual clients. We consistently add value by identifying opportunities for enhanced performance. Our extensive experience and detailed market knowledge of the niche sectors enables clients to make informed decisions based on accurate, professional, market-leading advice.
Acquisitions & Disposals
We work with clients to go beyond the property transaction to shape the services you need to achieve your occupational and ownership ambitions. We use our in-depth market knowledge to see property differently and help you navigate opportunities with confidence. Acting either on a one-off property acquisition or property disposal, or as part of a strategic property services contract, our interest is in delivering value to your business operations.
Meet the Experts
Paul has over 15 years’ experience in advising charities and institutional property owners. Paul’s in depth knowledge and market experience brings together estate strategy, valuation, purchase and disposal advice on a wide range of institutional properties including schools, convents, churches and all categories of charity owned property in compliance with their regulatory requirements.
Providing specialist development consultancy and estate strategy advice to third sector and not-for-profit organisations on unlocking latent land value to achieve best value from under-utilised assets. Working with clients to develop holistic real estate strategies across a wide range of disciplines to maximise value and returns tailored to meet clients objectives.