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Strategic Real Estate
Real estate strategy for investors, families and institutions holding property as part of a wider position.
Once real estate holdings reach a certain size, individual transactions stop being the main question. What matters is the shape of the position: how much is committed, where the concentration sits, what income it produces and how readily it can be adjusted.
Strategic Real Estate is advisory work at that level — setting allocation, defining what the portfolio is for, and establishing the rules that govern acquisitions and disposals.
What This Covers
Allocation
How much of the wider position real estate should represent, and in what form.
Exposure
Concentration by community, asset type, developer and tenure.
Income Planning
What the portfolio needs to produce, and whether it currently does.
Decision Rules
Defined criteria for what gets bought, held and sold.
Who is this for?
How does it differ from Portfolio Advisory?
Private Real Estate Investment Advisory
Discuss Your Real Estate Requirements
Whether you are evaluating an acquisition, reviewing an existing portfolio or considering a disposal, SAT can help you assess the available options using relevant market evidence.
- Acquisition & investment advisory
- Portfolio review
- Ownership & management
- Liquidity & exit considerations