Can a large portfolio be valued as one engagement?

Yes. We group comparable assets and agree a proportionate plan for information, inspections, valuation and review.

Do you inspect every property?

The inspection basis depends on the engagement and the requesting party's requirements and is stated clearly in the report.

A structured value and asset schedule can be provided alongside the reports in the agreed delivery format.

We identify gaps early, consider suitable alternatives and explain how any limitation affects the opinion and its use.

Valuing real estate held by individuals and organisations for financial reporting and accounting purposes, and to establish asset value.

We reply within one working day and send a quotation within 48 hours of receiving the property details.

For financial reporting or a scheduled portfolio valuation update.
Before a restructuring, transfer of assets or review of insurance information.
When property records are dispersed and need to be reconciled to values at a defined date.

A report or coordinated report set identifying each asset, interest and valuation purpose.
A structured schedule of assets, core data and values at the valuation date.
Market analysis appropriate to each asset type, location and use.
A record of the approaches, assumptions, limitations and information sources.
Photographic and evidence appendices appropriate to the agreed scope.

Purpose
We confirm the assets, users, valuation date and required reporting format.
Information
We organise the asset register and review title, area, use and lease records.
Inspection and analysis
We plan inspections proportionately and analyse each coherent asset group.
Methodology
We select the appropriate method for each category and apply consistent assumptions where required.
Reporting
We deliver the individual outputs and consolidated schedule with a clear review trail.

FAQ

Can a large portfolio be valued as one engagement?
Yes. We group comparable assets and agree a proportionate plan for information, inspections, valuation and review.
Do you inspect every property?
The inspection basis depends on the engagement and the requesting party's requirements and is stated clearly in the report.
Can you provide a consolidated data file?
A structured value and asset schedule can be provided alongside the reports in the agreed delivery format.
How are missing records handled?
We identify gaps early, consider suitable alternatives and explain how any limitation affects the opinion and its use.