Acquisition Analysis & Portfolio Review

investment market research
- property and economic markets outlook
investment portfolio assessment
- overall strategy formulation
- investment structuring
portfolio composition
management configuration
investor education
ongoing portfolio maintenance and reporting
listed property
- A-REITs
unlisted property
- syndicates
- unlisted property trusts
direct property

investment market research
- property and economic markets condition and outlook
- strategic or tactical property investment asset allocation
identifying appropriate assets to match investor strategy
- on-market
- through industry connections, off-market assets
- pricing assessment
conduct extensive property-related acquisition due diligence
- coordinate other professional input including legal, structural, town planning
- assistance in capital raising activities
setting clear and realistic asset or portfolio investment objectives
- return objectives
- risk tolerance
- investment horizon
- liquidity requirements
- performance measurement
performance benchmark assessment and allocation
ongoing review of property investment portfolio performance
- degree to which assets are meeting investment performance:
  - objectives
  - benchmarks
- asset performance comparison
- identifying, analysing under-performance and providing solutions