Corporate Strategy · Real Estate
Portfolio repositioning for a real estate owner
Forty-two assets reduced to twenty-six, ahead of the repricing.
A confidential brief covering the engagement, our playbook and how to reach us.
- Client
- Institutional owner, 42 assets
- Region
- Global
- Year
- 2023
- Duration
- 12 months
16
Assets disposed
+8%
Above later marks
3
Disposal channels
12
Months to reposition
Valuations had not yet moved, but leasing data indicated they would.
Disposal at scale risked signalling distress into a thin market.
If this were your situation
How we would act in your favour.
No two mandates are alike, and we would not pretend otherwise. But the way we work in corporate strategy does not change. Here is what you could expect from us, in plain terms.
Strategy documents describe intent; capital flows describe reality. We would trace every material allocation of the last five years and show you, plainly, what your company has been betting on.
Corporate Strategy
Rethinking direction or capital allocation?
Send us the question as your board would phrase it. A partner will respond with an initial point of view before any engagement is discussed.
Your message reaches the partners who led this engagement. Confidential, with no obligation to proceed.
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