Investment Advisory

Portfolio structuring and management

Deciding what a holding should contain and in what order to buy it, then running it so the return survives contact with tenants, contractors and renewals.

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The proposition

Two halves of the same job

Structuring is the plan: what the capital is for, what the holding should contain, and the order in which to acquire it. Management is what protects the result afterwards, and it is where most of the yield is quietly lost to voids, late renewals and maintenance deferred until it becomes expensive.

We do both under one written scope, so the assets bought and the way they are run answer to the same objective rather than to two different providers.

Construction

How a holding is built

  1. Mandate

    Target income, growth expectation, horizon, capital available and how much of it should be borrowed, written down so later decisions can be tested against it rather than argued about.

  2. Allocation

    How the capital should spread across communities, asset types and price points, decided before any specific unit is discussed.

  3. Acquisition

    Sourcing, due diligence and negotiation on each asset in sequence, every one checked against the allocation rather than bought on its own merits alone.

  4. Stabilisation

    Snagging, furnishing where it pays for itself, letting and the first renewal cycle, until the asset performs at the level it was underwritten to.

Management

The management cycle

  1. Onboarding

    Condition report, photographed inventory, snagging claims still available against the developer, and utilities transferred into the correct name.

  2. Marketing and tenant selection

    Priced against current transactions rather than last year's, with tenants referenced and documented before terms are agreed.

  3. Contract and collection

    Ejari registration, cheque handling and a clear record of what has been received and what is outstanding.

  4. Maintenance and compliance

    Planned work rather than emergencies, quoted before instruction, with service charges and utilities kept current.

  5. Renewal and rent review

    Renewals opened early and any increase assessed against the RERA rental index, because a missed notice period is the most common way an owner loses a lawful increase.

Scope

What is handled for you

  • Tenancy administration. Ejari registration, renewals, notices and the documentation behind each one.
  • Rent collection and arrears. Cheque handling, monitoring and a defined process when payment is late.
  • Maintenance. Vetted contractors, quotes in advance and an approval threshold that you set.
  • Service charges and utilities. Paid on time, with statements retained against your account.
  • Owner reporting. A statement each period showing income, expenditure, arrears and the position of every unit.
  • Annual assessment. Performance against the mandate, with a recommendation to hold, re-let, refinance or sell.

Fees are quoted in writing for the specific portfolio, based on unit count, asset type and the scope you choose. Supervision only, covering letting, collection and tenancy administration, is charged at 3% of annual rent.

Reporting

What you see, and when

Periodic statement

Rent received, expenditure incurred, arrears and the net position for each asset.

Tenancy calendar

Every expiry and renewal date, so nothing arrives as a surprise a fortnight before a tenant leaves.

Maintenance log

What was done, what it cost and what is scheduled, with the quotes retained.

Annual assessment

Performance measured against the mandate, not against the market's mood.

Questions

Common questions

What does management cost?

It is quoted per portfolio, in writing, before anything begins. The variables are unit count, apartments or villas, and whether you want letting only or full management including maintenance and compliance. Supervision only is 3% of annual rent.

Can you increase the rent at renewal?

Increases are governed by the RERA rental index, which sets what is permitted relative to the market rate for comparable units. We open renewals early and serve notice in time, because that is what preserves the increase.

Who chooses the contractors?

We maintain a vetted list and obtain quotes, but you set the approval threshold and nothing above it is instructed without you.

Do you manage short-term lets?

Short-term letting needs a holiday home permit and a different operating model. We will tell you honestly whether the unit and community suit it before recommending it.

Can you take over from another manager?

Yes. We audit the current position first, including tenancies, arrears, service charges and outstanding maintenance, so you know what you are inheriting.

Start with an honest assessment

Tell us what you own, or what you plan to buy. You will get a written view of the achievable rent, the running costs and the net return.

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