Having been contacted by a London based family office. Think Assets undertook and review of the current property investments held. Following our initial assessments we worked closely with the in-house investment professionals to identity suitable future investments that would help reduce systemic risk across the property portfolio.
The assets currently held provided an excess exposure to growth in the wider UK economy, particularly the southeast of England. Resultantly a strategy was created to enable future investments to be made in assets with negative correlations.
As part of our work we identified and undertook financial due diligence on the acquisition of a number of UK residential care homes. Furthermore, we provided tax planning to maximise the potential free cash flows that would be generated, building these calculations into the investment models.
Additionally we provided support to the in-house team to help them select construction professionals and contractors to carry out the improvement works to a number of the acquired sites.