Portfolio Advisory

We provide strategic portfolio advisory services to education providers, landlords, and investors, helping them maximise the performance, value, and long-term sustainability of their estates. Our team works closely with clients to understand operational needs and financial objectives, delivering tailored advice that balances educational outcomes with asset value.

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Key areas include:

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• Estate strategy & rationalisation – identifying surplus or underperforming sites, consolidation opportunities, and options for reinvestment

• Expansion & acquisition planning – advising on site selection for new schools, nurseries, and training facilities

• Optimising portfolio performance – reviewing lease structures, ownership models, and market positioning to improve flexibility and value

• Due diligence & risk assessment – providing clear, actionable insights before acquisitions or disposals

Asset Management

Our asset management service is designed to enhance the value, compliance, and operational performance of senior living properties — whether you own a single care home or a nationwide portfolio. We take a proactive approach to ensure your assets remain safe, efficient, and aligned with evolving sector standards and resident needs.

Our expertise includes:

• Lease structuring & rent review strategy – maximising rental income while supporting long-term operational stability and care continuity

• Maintenance planning & cost control – ensuring properties remain safe, compliant with CQC and building standards, and cost-efficient to operate

• Regulatory & planning compliance – navigating use classes, health and safety, and sector-specific regulations to minimise risk

• Value-add opportunities – identifying redevelopment, extension, or alternative-use options to enhance income and service quality across your portfolio.

Disposal

We advise on the sale and disposal of senior living properties, providing a strategic, market-driven approach that maximises value while minimising transaction risk. Our team understands the unique considerations involved in selling care homes, retirement living schemes, and integrated senior housing assets - ensuring each disposal is expertly managed and positioned to achieve the best possible outcome.

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Our disposal service includes:

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• Market positioning & pricing advice – determining the optimal route to market and achievable pricing based on asset type, location, and operational performance

• Targeted marketing campaigns – producing high-quality sales materials and reaching active buyers, including care operators, investors, and developers

• Viewings & negotiations – coordinating inspections, managing buyer engagement, and negotiating to secure favourable commercial terms

• Transaction management – working closely with your legal team to ensure a smooth process, avoid delays, and protect your commercial interests

Expert Guidance for Senior living Property