What a portfolio valuation needs to do
Review the income properly
We analyse rents, review clauses and terms across the portfolio, not in broad terms.
Reflect lease-by-lease differences
Each asset is considered on its own facts before the wider total is concluded.
Support strategic decisions
The valuation can inform acquisition, disposal, accounting or portfolio review.
Value the portfolio as a working collection
A residential ground rent portfolio is valued as a collection of income-producing freehold or superior leasehold interests, not as a single broad estimate. We review the property schedules, lease terms, current rents, review patterns, unexpired terms and reversionary interests so that each asset is understood in its own context. That is important for portfolio owners, investors and Housing Associations who need a valuation for acquisition, disposal, accounting or strategic review. Clear preparation at the start helps Lawrence & Wightman identify what data is available and what further detail may be needed.
Analyse each asset before the whole portfolio
Differences between leases and assets can have a real effect on the outcome, so we consider the portfolio at both individual and overall level before reaching a conclusion. Our advice is led by Sarah Abel, a Registered Valuer with residential valuation experience in the Midlands since 2003, which is particularly relevant where the portfolio contains varied lease structures or inconsistent income patterns. We explain the basis of the valuation clearly, so the figures can be used with confidence in the context for which they are needed.
Frequently asked questions
What information do you need for a portfolio valuation?
Property schedules, lease documents, current ground rents, rent review details, unexpired terms and any information on reversions are all useful. The clearer the underlying records, the more efficiently we can scope the work and identify where further investigation may be needed.
Can you value a portfolio with mixed lease terms and rents?
Yes. In fact, that is one of the reasons a careful portfolio valuation is needed. We review the differences between assets rather than smoothing them out, because variations in term, rent pattern and reversion can affect value materially at both individual and portfolio level.
When is a ground rent portfolio valuation usually needed?
It is commonly needed for acquisition, disposal, accounting purposes or a broader strategic review of the portfolio. We tailor the work to that purpose, explain the basis clearly and make sure the valuation reflects the character of the residential assets being considered.