Residential Portfolio Management

We’re able to help in all aspects of managing our client’s portfolios, from brand development and marketing, right through to our use of cutting edge data and reporting. We manage a range of stock across all tenures, from long-term, income-led investors to brand new build to rent developments.

Appraisal

Appraisal

  • Providing expert advice on locations and rents.
  • Helping to ‘place’ the property in the desired sector of the local market.
  • Advising on rent enhancements and likely operating leakage.
Financial management

Financial management

  • Set-up and operate bank accounts for rents and deposits in accordance with RICS guidelines.
  • Operate and maintain a robust accounting system to record all rental income and expenditure.
Set up

Set up

  • Agreeing a structure for data records, cost headings and an appropriate system of referencing.
  • Managing the handover of units from the developer or previous manager, ensuring all warranties, utilities or other landlord supplies are transferred
  • Developing operating budgets and contracted services.
Building management

Building management

    • Implement and deliver a proactive maintenance plan, including cyclical repairs and refurbishment, regular contracts and lifecycle
    • Complete all repairs through warranties or an appropriate contractor base.
    • Ensure total compliance with all legislation and best practice in terms.
    Tenancy management

    Tenancy management

    • Manage, assist and be the first point of contact for customers.
    • Deal with all items relating to tenancy agreements, reports of maintenance issues and other ad hoc items.
    • Collect rents and take appropriate measures to manage payment by customers.
    • Monitor and review rental levels to deliver the right balance of occupancy, rental growth and customer quality.
    Marketing and lettings

    Marketing and lettings

    • Propose and implement the right marketing plan.
    • Proactively market the property, exploring all possible local channels to raising property and brand awareness.
    • Manage the move-in to the highest level of customer service and to set the tone for the customer’s future experience.
    • Ensure a fast turn-around on all voids, reviewing rent level and opportunities to enhance on each occasion.
    Health and safety compliance

    Health and safety compliance

    • Ensure all certification is complete.
    • Meet best practice at all times in maintaining safe and habitable homes.
    • Satisfy all requirements for risk assessments and implement an appropriate regime to inspect and service all safety systems present.
    • Arrange for all statutory or local authority imposed registration, licensing or other landlord requirements to be met.
    Insurance and valuations

    Insurance and valuations

    • Liaise with your insurers as required for revaluation purposes.
    • Assist in the processing of any potential claims and undertake related works where required.
    • Assist your valuers in reasonable requests for information and property access.
    Database and reporting

    Database and reporting

    • Set up and maintain a comprehensive database to manage all property, unit and customer information, diary events and the storage of data.
    • Provide regular reports in a format agreed with the client including:- Full schedule of all units with status and tenancy details.
    • Income and expenditure by property.
    • Rents received and actions taken for non-payment.
    • Rent reviews applied for the period.
    • Cash transfers to the Hub Member.
    Disposals and transfers

    Disposals and transfers

    • Agree with the client on the information which is to be provided to its agents/valuers and the format.
    • Upload documents to a specific data room or web-storage facility and assist in the updating of all information provided and inform all.
    • Where required, accompany viewings.
    • Provide the Client’s solicitors with responses to queries and requests for information within the agreed parameters, subject to data protection.

    To find out more

    please contact

    Contact Jon Clark

    Jon Clark