Investor Services
Strategic real estate
For capital that needs a plan before it needs a property: allocation, entry timing and the discipline to act on both.
Discuss a mandateThe proposition
Strategy first, then assets
Most property decisions start with a unit and work backwards to a justification. A strategic mandate reverses that: what the capital is for, what return would satisfy it, how much risk is acceptable and over what period. The assets are then selected to serve that brief, and rejected when they do not.
This is the service for larger allocations, for capital being moved into Dubai for the first time, and for owners who want a written framework their decisions can be tested against.
Process
How a mandate is built
Objectives
Income, capital growth, wealth preservation or residency. The mix decides the asset types before any location is discussed.
Constraints
Capital available, appetite for leverage, liquidity requirements, time horizon and any restrictions on ownership structure.
Allocation
How the capital should divide across communities, asset types and price points, and what proportion should stay uncommitted.
Entry plan
Sequence and timing. Deploying everything into one quarter of one market cycle is a decision, and usually not a deliberate one.
Execution and review
Acquisition against the framework, then scheduled reassessment as the market and your circumstances move.
Scope
What the framework covers
- Asset type selection. Apartments, villas, branded residences or commercial, judged on how each behaves through a cycle rather than on how it shows.
- Geographic allocation. Exposure spread across communities with different demand drivers and different supply pipelines.
- Leverage policy. How much debt, on what terms, and what happens to cash flow if rates move against you.
- Liquidity reserve. What must remain accessible, and which assets could realistically be sold within a quarter.
- Ownership structure. How title is held, and the practical consequences for succession and for residency applications.
- Review discipline. Fixed points at which the plan is tested against what actually happened.
Terms
How we are paid
The mandate and framework are charged as a fee, agreed in writing before the work starts. Where you subsequently instruct us on an acquisition, letting or sale, that work is quoted separately and disclosed, so you can always see what we would earn from a recommendation before you act on it.
Questions
Common questions
Is there a minimum size?
The service suits allocations where diversification is actually possible. Below that, a single asset review is more useful and we will say so.
Do you only recommend Dubai?
We only advise on Dubai, because that is where we transact and hold evidence. Where your plan involves other markets, we are explicit about the limits of our view.
How long does the framework take to produce?
Typically three to four weeks, including the discovery sessions and the research behind the allocation.
What if the market moves after the plan is written?
That is what the review points are for. A framework that cannot be revised against evidence is not worth having.
Can you work alongside my existing advisers?
Yes. We coordinate with tax, legal and wealth advisers and stay inside our own competence.
Start with the brief, not the brochure
Tell us what the capital is for and over what period. We will set out what the framework would cover and what it would cost.
Discuss a mandate