Portfolio Management

An integrated approach to your property portfolio

Things can get complicated quickly as your portfolio grows, particularly where it is a mix of commercial, residential and industrial use. You need an integrated approach to your entire portfolio, focusing on where you can create value. We can help by devising a workable plan that maximises the long-term value of your portfolio.

Adding value through development

When it comes to maximising value, we have a particular skillset where it comes to planning permission stemming from our experience in development from green field. We are therefore able to advise on the viability of any potential sites you may have in your portfolio and to identify potential sites you may not have considered.


In the case where you have inherited a property portfolio, you may need assistance in portfolio management. Equally, parents who are in the process of succession planning may benefit from an independent assessment of the portfolio and expert advice on how to proceed.

Our portfolio management service includes:

  • Valuing the portfolio based on the current market value
  • Strategies for non-performing assets including disposal and controlled disposal
  • Cash-generating solutions
  • Reviewing existing leasehold agreements
  • Advice on planning permission
  • An asset management strategy
  • Feeding into financial strategy/business plan in conjunction with your accountant

We can also handle sales, lettings, rent reviews, valuations and property management services.

Professional Standards

Alan is a member of the Society of Chartered Surveyors of Ireland (SCSI), the Royal Institution of Chartered Surveyors (RICS), The Institute of Professional Auctioneers and Valuers (IPAV). Alan is licensed by the Property Services Regulatory Authority (PSRA) for the auction of property other than land, the purchase or sale, by whatever means, of land, the letting of land, and property management services, as set out in the MUD Act of 2011.