Property Portfolio Review
for the Professional Property InvestorOur property portfolio review provides clarity for the professional property investor on the performance of your property assets, helping you identify underperforming properties, assess risk exposure, and optimise your investment strategy.
It enhances decision-making, maximises your potential returns, and ensures your portfolio is aligned with your financial goals.
Download our Property Portfolio Review
Why go through our Property Portfolio Review?
There are three good reasons to take your property portfolio through our Property Portfolio Review
- Opportunity
Understand the opportunities that are available whether they are property investment for buy to let, HMOs, flips, and even where property loan notes can add value to your business. Our team will match what we believe to be the best opportunities for you and present them to you as those opportunities arise.
- Understanding
Any business must understand its marketplace if it is to succeed, and property investment is no different. The professional property investor must understand not just the property market, but also how best to interact with it. We’ll look at your current business structure and make recommendations on the best set up for you to mitigate your tax liability and maximise your profitability. And we’ll look at how to build resilience into your business to overcome and succeed in the face of continuing challenges like economic downturns and regulation.
- Growth
During the course of your sessions with our team we will look in detail into your current business performance, achievement vs your business goals, and financial position. We’ll work with you to develop your business objectives going forward, and look in detail at your current tax liabilities and where you may be able to reduce your tax burden.
Call Us
Call us or drop us an email to find out how our team can support your growing property portfolio
What you can expect during your Property Portfolio Review
Cashflow Forecasting & Report
We will conduct a detailed cashflow forecast to provide you with a comprehensive financial position. With this information you will have the financials that you need to make informed decisions about your portflio.
Individual Property Review
Understanding the performance of each property in your portfolio is crucial to keeping your portfolio on track with your objectives. We will review your properties and provide you with critical data to help you assess the performance of each property accurately.
Tax & Business Structure Review
Are you up-to-date with the latest information on how to manage your tax affairs and the best business structure to minimise your exposure to taxation? We will look in detail at this area of your business and provide you with the information and advice that you need to make the right decisions for your portfolio.
DiSC® Profiling
Utilising this leading personal assessment tool we will help you to understand yourself, which in turn, will help you to tailor your business to best suit your personality, risk profile, and so on. This is a useful and insightful tool for the professional property investor.
Your Goals & Outcome Review and Action Plan
- Goals & Outcomes
This stage is based on the data, insights and information that we have gathered from you, and we will work with you to develop your goals and a review of what we have achieved so far together to take forward.
- Action Plan
You can expect to complete the process with a fact-based, detailed action plan designed to take your property portfolio to the next level of performance.
Regional Intelligence Reports & Investment Opportunities
- Regional Intelligence Reports
To help you understand the property investment marketplace and take the right decisions for your business we provide you with a comprehensive report of the area, economics and housing and letting market performance alongside property investment opportunities.
- Investment Opportunities
When you’re ready to look at investment opportunities, we can present a range of properties that we believe will suit you and your portfolio, based on your particular requirements and the data, insights and information that we have gathered while working with you on your property portfolio review
