Trust Funds
Technical advice for property funds and asset managers: acquisition due diligence, portfolio-wide CapEx planning and appraisal of maintenance risk.
Funds and asset managers hold portfolios, not projects. The questions are different ones.
What you need from us
- Technical due diligence at acquisition, in your reporting format
- CapEx allowances over the hold period, ordered by year
- Appraisal of technical risk in the standing stock, comparable across assets
- A pre-sale review, so the buyer finds nothing you do not already know about
How we work
For a portfolio what matters is not the depth of any single finding but that the assets are assessed to the same measure. We work to consistent criteria and declare assumptions and survey depth, so figures stay additive across assets.
What belongs in the report
For every finding: estimated cost, urgency, consequence of inaction. And a clear separation of what was inspected, what came from documents and what was assumed. A report that does not show that separation is not usable for an investment decision.
Deferred maintenance
For assets with a refurbishment backlog the real question is whether refurbishment stacks up against replacement. For that you need both figures – see technical due diligence.