Ethics L2 - Conflict of Interest Check, Marylebone
Client: Elmwood
Key points: competence, conflict check, ToE
Ethics L2 - Leasehold Acquisition, Covent Garden
Client: JAA
Key points: outside of scope of competence
Deal: 8k acquisition in covent garden, rent £80 fitted
Ethics L3 - Confidential Client, London Office Acquisition
Client: GIM
Deal: The M Building, 58k sq ft, rent £165
Advice: remain confidential to allow conversations with landlord to not be compromised. Project name and password protected folders
Ethics L3 - Loan Security Valuation, Liss
Client: Eastfield
Advice: informed client of borrower requesting outcome, advised this could be them trying to influence value
Client Care L2 - Office Acquisition, Portman Square
Client: GI Partners
Detail: weekly update calls, managing and communicating. Written agendas and follow ups
Client Care L2 - Strategic Consultancy, Soho
Client: Clear Channel
Detail: Soho stay v go, consultancy report. coordinating service lines to provide high quality of service from an integrated team. Meeting notes with key action points
Communication and Negotiation L2 - Senior Living Scheme Valuation, Kent
Herne Bay
collecting comparable evidence through discussion with agents. Understanding local market conditions.
Communication and Negotiation L2 - Leasehold Negotiations, City of London
Client: Onfido
Details: meeting to understand requirements, negotiating on shortlist, communicating developments
Health and Safety L2 - Lone Working, Mayfair
Client: Halcyon
Details: Lone working precautions and policy
Health and Safety L2 - Construction Site Inspection, Fitzrovia
Client: FORA
Details: risk assessment, due diligence and safe access. PPE use.
Inspection L2 - Development Site Inspection, Whitstable
Reviewed site boundaries, plans and local area. Photographs to document site, confirmed boundaries matched plans.
Inspection L2 - Office Inspection, Victoria
Client: Tower Peak Partners
Detail: Requested building info in advance, 4 step inspection process
Inspection L3 - Development Site Inspection, Rochester
Details: Due diligence in advance. Presence of contamination evidence on site
Advice: advised additional environmental surveys prior to development
Inspection L3 - Office Inspections, West London
Client: Lavazza
Details: Viewing tour across 5 submarkets
Advice: Pros and cons of each building using scoring matrix
Valuation L2 - Care Home Valuation, Telford
Purpose: Acquisition
Basis: MV and Mature value
Detail: competency, conflict, ToE
Method: profits
60 Beds
Assumptions: Profit bridge of 3 years to model build up from current 20% occupancy to maturity, 7.5% risk
MV - £175k pb
Mature - £220k per bed
Valuation L2 - Care Home Valuation, Bournemouth
Purpose: Loan Security
Basis: MV and MR
Method: profits
Detail: Rental cover of 2x
Valuation L3 - Care Home Valuation, Liss
Purpose: Internal Management
Basis: MV
Method: Profits
Detail: Lots of competition, dilapidated condition. Trading below maturity, lower AWF.
Advice: £5,000 per bed deductions for FF&E, YP reflective of specification and trading position. Risk discount 10%, Profit bridge 2 years, £102,000 per bed
Valuation L3 - Development Site Valuation, Ilkeston
Purpose: Loan Security
Basis: MV, Mature Value, Turnkey Value
Method: Profits and residual
Detail: 66 bed home with planning consent,
Advice: Profit bridge of 4 years, risk discount, sensitivity analysis
Measurement L2 - Office, Marble Arch
Client: NEOM
Building: 1 Great Cumberland Place
Detail: IPMS 3, check measurements
Measurement L2 - Care Home, Hampshire
Care Home
Detail: CQC guidelines check
Leasing and Letting L2 - Office Acquisition, West London
Client: Glavic Clinic
Detail: taking brief, good condition, wheelchair access, self contained entrance
Leasing and Letting L2 - Leasehold Sublease, Marylebone
Client: GIM
Detail: sublease of M Building, 24k sq ft.
Leasing and Letting L3 - Leasehold Office Acquisition, City of London
Client: Zscaler
Detail: 15k city, budget £80.00, specific fit out needs
Advice: pros and cons of buildings, start negotiations on all 3, deal terms
Leasing and Letting L3 - Leasehold Office Acquisition, Marylebone
Client: Elmwood
Detail: 2-3k, £91.00 rent, fit out need for offices
Advice: growth projections, break notice and impacts on deal terms
