Property portfolio sourcing and acquisition introductions

We start by listing what the portfolio contains: how many properties, which types, where, and how each is held. Mixed portfolios, for example hotels alongside shops, often suit fewer buyers than focused ones.

Concentration means reliance on a small number of things: one city, one tenant, one operator or one large asset that represents most of the value. It is not good or bad in itself, but a buyer needs to see it clearly.

We ask the seller for a breakdown that makes any concentration visible and set it out alongside the brief.

Portfolio information is often uneven: detailed for some properties and thin for others. We note which assets have full information, which have gaps, and what the seller says it can provide later.

A seller may want to sell the whole portfolio, part of it, or the company that owns it. Some will consider separating assets; others will not. We confirm the intended scope at the outset so that a buyer interested in only part of a group does not spend time on a sale that is only available as a whole.

How a transaction is structured is for each party's legal and tax advisers; our role is to record what is on offer.

Portfolio summaries give totals: overall income, combined occupancy, total area. Asset-level information shows each property on its own. Both are needed, because a healthy total can hide one weak asset, and occupancy across the group can differ sharply between properties.

We ask for asset-level detail wherever the seller can provide it and say plainly where only portfolio-level figures exist. Whether any asset can be bought separately is the seller's decision, and we never assume it.