Portfolio Analysis

The Gosling Foundation

The Foundation wished to reduce its operational costs and outsource elements of the family office

Whether it be a bespoke strategic property review for a new college or an annual review for a college client, our approach provides future cash flow assumptions upon which colleges base key decisions.

A thorough understanding of portfolio performance, the impact of future market trends, with risks identified early as well as cash-positive periods is key. Linking this insight to planned capital expenditure is fundamental to the effective running of a college.

Our people’s expertise is invaluable, living and breathing our clients’ assets for many years, the time we invest in long-term client relationships delivers invaluable insight which is unparalleled.

Portfolio analysis enables colleges to ‘check in’ on the performance of assets against a strategic plan, facilitating conversation to tailor the focus of property strategies accordingly. The combination of our in-house analyst, market knowledge and intimate knowledge of the portfolios means we are uniquely placed to identify the timing and delivery of big wins, and achieve real value for our clients.

We advised the sale of all out-of-Cambridge retail assets at precisely the right time, avoiding the retail shift of recent years, and the impact of the pandemic on non-essential retail. Our extensive portfolio analysis covers a range of assets from mixed-use portfolios to specialist assets like the O2 and Felixstowe Docks

Service options

If you’re looking to invest in property or a development, or sell property, thorough analysis of value and risk can help you to achieve your aspirations, leading to real income.

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Make the best buy, hold or sell decisions for your assets and analyse cash flow that evaluates return potential and identifies risk.

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Delivering investment aspirations into real income and overall returns has been at the core of our approach to investment strategy for over 100 years.

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Not only is it essential to have diligent and accurate financial management services, but as a bursar, you need to know your accountant has the right experience and expertise to help you.

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Investment is being viewed through a new environmental lens. We’ll help you unlock environmental opportunities in your existing land holdings and secure the right sustainable investments for your portfolio.

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We’ll help you get the best possible result from a purchase or sale by fully understanding what success means for you before we even think about entering the marketplace.

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We know that strategic land has a vital role to play in your portfolio and are experienced in patiently overseeing multiple land promotion projects to deliver the full development value of your assets.

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Valuations are a necessity, like a battery for our gadgets - they are pivotal to running a successful endowment, and facilitate making informed strategic property decisions.

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