Services
Complete oversight, from statement to strategy.
Every service protects value, improves visibility, and unlocks performance across your commercial portfolio.
Service 01
Financial reporting
Structured statements delivered monthly, quarterly and annually, reconciled to line-item level and benchmarked so you always see performance in context, not in isolation. Refinance windows are monitored continuously, so opportunities surface before they close.
What you get
- Monthly income & expenditure
- Quarterly financial reports
- Annual performance reviews
- Refinance monitoring & alerts
Monthly statementDelivered
Rental income£312,000
Operating costs(£88,400)
Service charge(£12,100)
Net income£211,500
Also included
Tenant & covenant
WAULT, covenant strength and lease events watched to protect income.
Portfolio risk
Concentration, void and market risk modelled across the book.