Property Endowments
Endowment management or 'stewardship' for colleges and family offices is a highly strategic role, which requires in-depth market and sector expertise to deliver clients’ aspirations.
30+ years and still going strong
Understanding your income and capital appreciation requirements is only the start of the journey. In-house financial modelling and a portfolio strategy that is deliverable and flexible is key.
Strong financial modelling gives a glimpse into the future using market data and the insight of our fund managers. A compliant and high-performing portfolio with strong governance, robust risk management and comprehensive reporting processes is essential to delivering consistent and reliable performance.
Responsible net zero strategies are front of mind with the majority of our clients, we are well-versed in helping deliver the sustainable vision for future portfolios.
Most of all, you will want to be confident that your endowment is in safe hands. Taking a long-term perspective is the norm, combined with the implementation of the asset plans in a responsive and proactive manner.
Finally, acting with integrity is central to everything we do for over 1,000 commercial real estate assets with a combined value of over £1.3bn.
From creating a new settlement at Dunsfold with potential for 2,000 homes, to delivering income and capital growth for a Cambridge retail and residential block, we have the experience.
Service options
Due Diligence
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.
Financial Modelling
Make the best buy, hold or sell decisions for your assets and analyse cash flow that evaluates return potential and identifies risk.
Investment Strategy
Delivering investment aspirations into real income and overall returns has been at the core of our approach to investment strategy for over 100 years.
Management, Tax and Statutory Accounts
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.
Natural Capital and Sustainable Investment
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.
Portfolio Analysis
Portfolio analysis is pivotal to delivering a property strategy which generates long stable income, without any nasty surprises and is protected for years to come.
Purchase and Sale
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.
Strategic Land Promotion
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.
Strategic Planning Advice
Securing planning permission locks value into your assets. Early creative and strategic advice will help you realise the full potential of your investments, delivering long-term income and capital value for years to come.
Valuation
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.
Related projects
Maintaining college income and maximising returns on investment whilst being flexible and agile during the pandemic
Delivering income and capital growth for King’s College, Cambridge for over 20 years
A strong client relationship coupled with real tenant engagement are the keys to success
More of our college capabilities
Property Endowments
Property Management and Facilities Management
College Buildings
Get in touch with our team
