Sector
REIT & Institutional Portfolios
Multi-asset, multi-sector portfolios held by REITs, funds and corporations.
Our perspective
Institutional portfolios require a programme, not a series of unrelated valuations. Assumptions must be applied consistently across assets and periods, and the reporting must survive audit and trustee review.
We manage multi-asset valuation programmes across sectors and locations, with internal review to keep methodology and assumptions coherent.
Valuation considerations
- Consistency of assumptions across assets and reporting periods
- Sector-specific methodology within a single portfolio
- Reporting deadlines and audit interaction
- Movement analysis and explanation between valuation dates
- Treatment of assets under development or repositioning
Typical instructions
- Periodic portfolio valuation for reporting
- Acquisition and disposal valuation for institutional owners
- Portfolio review and valuation movement analysis
When Value Matters, Experience Matters.
Whether the assignment involves a single property, an institutional portfolio or a complex valuation issue, speak with our professional team about the decisions you need to make.