Portfolio Investments - Case Studies

A Private Investment Company

  • Senior counsel when the PE company was considering setting up the Fund – from setting up portfolios and single asset vehicles, through to disposal on maturity of business plan
  • Investment and development funding advice (sourcing, screening, negotiating)
  • Strategic advice at both the portfolio and property level
  • Red Book Valuation and preparation of Development & Market Reports to help clients review and refine their investment ambitions, goals and plans
  • Implemented tactical investment sales programmes.

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