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Portfolio Investment

Portfolio Investment

Our dedicated Portfolio team draws upon the skills from our local and sector resources and has an excellent track record on both disposals and acquisitions.

We are able to offer our clients a fully integrated service:

  • Dedicated Capital Markets portfolio team
  • Working with an unrivalled national resource to drive strategy on an asset led basis
  • Structured to draw upon expertise across all specialist sectors and other service lines
  • Directly aligned with our Real Estate Work Out group
  • Sophisticated financial appraising and reporting
  • Investment advice given in conjunction with market facing asset management
  • Unique portfolio database in respect of all investment activity
  • Extensive contact with all purchasers both existing and new entrants – we know the buyers
  • In house debt advisory capacity

Strategy advice
In the present economic climate, the majority of investors and lenders have to make investment decisions in the context of large, diverse sometimes specialist portfolios. We can provide market facing strategic advice in a fast and effective manner. In particular:

  • We can draw upon a large national resource with exceptional local knowledge
  • We have the capability to analyse large complex portfolios in the context of different investment objectives
  • We have the ability to undertake scenario modelling to ensure optimum investment performance
  • Following a comprehensive review we can provide sound and robust recommendations

Disposals
Our aim is to act as a conduit to the skills from our local and sector resource and to provide a clear, deliverable, well thought out strategy. From our market leading position we have the benefit of a unique database of purchasers and underbidders including unsatisfied investor requirements from our on-going sales programme and importantly, new entrants from our global platform.

Acquisitions
We have a strong track record in acquiring both mixed use and specialist portfolios in all sectors. With a dedicated team concentrating on this area of the market and working with our sector specialists, the team is able to match investor requirements and using market knowledge and innovative thinking, we are able to successfully satisfy demand in both on and off market situations.

Strategic Asset Management
The key objective is to maximise value through robust market advice and implementation of sound strategy. Very often in order to achieve optimum value, key asset management initiatives need to be delivered and the team is able to draw upon this skilled resource within our Capital Markets team.

Real Estate Work Out group
JLL has an unrivalled and market leading Real Estate Work Out team advising banking and accountancy clients, LPA Receivership disposals as well as other sales structures. The portfolio team links in with this service from preliminary strategic advice, through to asset management and disposal.

Portfolio reviews and financial modelling
The Portfolio team have the resource and geographical coverage to review large and complex portfolios quickly and robustly. The team has an efficient method of financial reporting allowing each review to focus on strategy and to deliver optimum value.

Debt Advisory Capacity
JLL Debt Advisory provides market leading debt solutions for real estate investors and has extensive expertise in sourcing senior debt and mezzanine finance facilities for investment and development projects. In the current highly liquid and competitive UK debt market, and incorporating our unrivalled knowledge of over 190 active senior, mezzanine and Islamic lenders, securing the best real estate finance terms on portfolio's can significantly enhance investor returns.

 

Capital Markets Portfolio team

In conjunction with our sector specialists and Real Estate Workout Group

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Capital Markets Group

We have an unrivalled number of sector and local experts throughout the UK, so our clients receive the very best advice.

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