We provide complex portfolio valuations of multiple property types, uses and tenures for various clients and purposes.
A comprehensive assessment of multiple property assets, Portfolio Valuations provide a clear picture of current market value to help clients make informed decisions for investment, financial reporting, or strategic planning, while ensuring transparency, risk management, and long-term value optimisation.
We deliver portfolio valuations through a structured, data-driven approach combining market intelligence, property inspections, expert analysis, and RICS-compliant methodologies. Our team have access to a wide range of specialist property sales databases ensuring maximum valuation accuracy. SRVO work closely with clients to understand their objectives, ensuring each valuation is tailored, transparent, and aligned with strategic goals.
Key components of a portfolio valuation include:
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Initial Scoping: Understand the client’s objectives, portfolio composition, and valuation requirements (e.g. for financial reporting, lending, or strategic review).
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Data Collection: Gather relevant property details including location, size, tenure, lease information, planning status, and recent transactions.
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Site Inspections: Conduct physical inspections where necessary to assess condition, occupancy, and any factors affecting value.
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Market Research: Analyse local and national market trends, comparable sales, rental evidence, and economic indicators.
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Valuation Methodology: Apply appropriate valuation techniques (e.g. income approach, comparable method, residual method) in line with RICS standards.
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Risk Assessment: Identify risks such as market volatility, lease expiries, or planning constraints that may impact value.
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Reporting: Compile a detailed valuation report summarising methodology, assumptions, individual asset values, and overall portfolio value.
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Client Review: Present findings to the client, discuss implications, and answer any queries to support decision-making.
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