Private Client Desk

Capital deserves a mandate before it gets an address

The Private Client Desk works with investors who want real estate approached as capital allocation rather than product selection.

Allocation

Capital Allocation

Determining how much capital should be deployed, where it should be positioned and what role real estate should perform within the broader portfolio.

Portfolio

Portfolio Construction

Building complementary real-estate positions around growth, income, preservation, diversification and liquidity.

Intelligence

Market & Asset Intelligence

Evaluating markets, communities, developers and individual assets using evidence rather than sales narratives.

Access

Private Access & Execution

Identifying suitable on-market, off-market, institutional and developer opportunities once the investment mandate has been established.

Exit

Liquidity & Exit Strategy

Thinking about the eventual buyer, resale depth, financing environment and exit conditions before capital is committed.

Five mandates

what the desk does

01

Capital Allocation

Determining how much capital should be deployed, where it should be positioned and what role real estate should perform within the broader portfolio.

02

Portfolio Construction

Building complementary real-estate positions around growth, income, preservation, diversification and liquidity.

03

Market & Asset Intelligence

Evaluating markets, communities, developers and individual assets using evidence rather than sales narratives.

04

Private Access & Execution

Identifying suitable on-market, off-market, institutional and developer opportunities once the investment mandate has been established.

05

Liquidity & Exit Strategy

Thinking about the eventual buyer, resale depth, financing environment and exit conditions before capital is committed.

Private client mandate

Engagements are designed primarily for investors allocating meaningful capital into real estate and real-asset strategies.

Discuss a mandate
The Decision Framework
  1. Capital
  2. Objective
  3. Geography
  4. Structure
  5. Asset
  6. Entry
  7. Management
  8. Exit

Most property conversations begin somewhere in the middle. Ours begins with capital.

Advisory before execution

The advice does not depend on the transaction

Recommendations begin independently of inventory. Where transaction execution is required, it follows the investment decision, never the other way around.

The availability of a transaction does not determine the advice.