Portfolio & Financial Statement Valuations

Portfolio Valuation is a specialist area of the business that provides a recurring valuation service on behalf of property companies and financial institutions for both accounts and unit pricing purposes.

How we can help you:

Provision of a comprehensive valuation service to pension funds, life assurance companies, unit trusts and listed property companies for unit pricing and accounts purposes
Provision of valuation advice to companies and corporate occupiers for accounts, tax, stock market, acquisition and sales purposes
Holistic approach to client relationships including scenario-based appraisals, pre purchase due-diligence, liaison with managing agents, asset managers and other advisers, to provide value added initiatives
Robust systems and processes, individually tailored to meet audit / compliance requirements
A strong reputation in the industry for a high level of client satisfaction and delivery
Provision of dedicated extranet websites that can be tailored to your needs ensuring secure and prompt delivery of reports and data
Our valuations are compliant with RICS Valuation Standards (Red Book), International Financial Reporting Standards (IFRS) and UK Generally Accepted Accounting Principals (UK GAAP).

Our Expertise:

Headed by market-leading professionals with over 50 years experience in the regular valuation of portfolios of varying size and complexity across all commercial sectors
Extensive expertise in monthly, quarterly and annual valuations
£7.5bn of property valued annually
Unrivalled geographical coverage with over 80 RICS registered Valuers across 20 commercial offices in the UK
Dedicated team of specialist portfolio valuers, supported by strong and regular interaction with agency and other professional departments
Dedicated data analyst with over 13 years experience in property research, responsible for a comprehensive comparables database, IPD analysis, fund reporting and other property–related research
Supported by a market leading Research Team providing clear, concise and highly valued analysis
ISO 9001 accredited.