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Ref no: 13967

Overview of Client Brief

In this case, we have to form an Investment Management portfolio of different assets; basically, it will comprise of the property portfolio. Our client has a budget of £100 million and has to spend for currently owns £30m Cash for which, he is willing to invest in a diversified portfolio to earn a sufficient return on his investments.

 

Real Estate Investment In addition, our client wishes to allocate £5m to £10m into different holdings, and the residual capital will be invested in the portfolio. There is no specific debt financing services have been used. The client aims to generate sufficient cash streams throughout the year, with the lowest risk probability. 

Currently, there are eight properties, out of which we have to dispose of two and replace them with the best two available options. Our assumptions will be realistic and fair.

SWOT Pitcher and Piano, 108 Quayside

Strengths

• Freehold, therefore unlimited time period an owner can have that property
• Purchaser fee is less
• Covenant Strength is good

Weakness

• Total costs are too high
• Purchaser commission is also high
• The recovery period of payment is too high

Opportunities

• Since its weightage among portfolio is less, therefore it could generate more returns
• Cost per year is less compared to other projects

Threats

• Since it is a leisure premise and freehold, therefore market prices can affect its value

 SWOT EDF Energy, Doxford Park, Sunderland

Strengths

• Rental income is quite high    
• Recovery payment period is less
• Covenant Strength has a shallow risk

Weakness

• Total costs are too high
• Purchaser commission is the same
• The total weightage of costs are high

Opportunities

• Since its weightage among portfolio is less, therefore it could generate more returns
• Cost per year is less compared to other projects

Threats

• Since it is an office premise and freehold, therefore market prices can affect its value

SWOT Gateway West, Newburn, Newcastle

Strengths

• Rental income is higher
• Purchaser fee is less
• Covenant Strength is good

Weakness

• Total costs are high
• Purchaser commission is also high
• The recovery period of payment is nominal

Opportunities

• Since its weightage among portfolio is less, therefore it could generate more returns
• Cost per year is less compared to other projects

Threats

• Since the recovery period is less, returns can be doubtful in terms of market…