In recent years, we’ve seen an increasing demand among wealthy individuals and their advisors for something both simple and elusive: clarity. Not just valuations. Not just market commentary. But real, actionable clarity on what to do with their real estate holdings.
That’s why we’ve launched a new consultancy offering — the Strategic Real Estate Portfolio Review — combining formal valuation expertise with institutional-grade financial modelling to give UHNW clients and their advisors exactly what they need: independent, structured, and strategic real estate advice.
The Challenge: Wealth, Complexity and Legacy
Many UHNW individuals and family offices manage property portfolios that span residential, commercial, and legacy assets — often held across generations, jurisdictions, and legal entities. These portfolios can easily exceed £50–250 million in value, yet surprisingly often:
- Lack a clearly defined investment strategy
- Operate without a consolidated performance view
- Hold underperforming or non-strategic assets simply because “they’ve always been there”
- Rely on informal or piecemeal advice from professionals not specialised in property
At the same time, advisors — lawyers, accountants, and wealth managers — are increasingly being asked to provide strategic input into real estate decisions. And many are rightly cautious. They need trusted specialists to support them without crossing advisory boundaries or diluting their relationships.
Our Solution: Independent Strategic Insight
The Strategic Portfolio Review bridges this gap. It’s not an agency pitch. It’s not investment advice. It’s a structured, independent service designed to answer one core question:
“What should I do with this property — or this portfolio — now?”
Delivered jointly by Cambridge Finance and Mason Valuation Consultants, the review includes:
- Valuation Screening: Market or Red Book valuations, where appropriate
- Financial Modelling: Cash flow forecasts, return metrics, and scenario analysis
- Strategic Dashboard: A visual “traffic light” system highlighting assets to retain, improve, or dispose
- Integrated Planning: Where appropriate, advice on how to align property strategy with broader financial, tax, and succession goals
Why This Matters Now
We believe there’s never been a more important time for wealthy clients to take stock of their real estate:
- Market conditions are changing — income yields, debt costs, and exit strategies all require fresh thinking.
- Legacy planning is accelerating — families need to plan not just for wealth transfer, but strategic realignment.
- Advisors are under pressure — clients expect more, but few professionals can advise on complex real estate portfolios in detail.
- Technology and modelling matter — decisions should be driven by data, not instinct or sentiment.
Why We’re Well Positioned to Help
This service is built on a powerful collaboration:
Cambridge Finance
Experts in real estate financial modelling, investment analysis, and Excel/Power BI dashboards. We bring institutional-level rigour to bespoke, private portfolios. Our tools are used by lenders, asset managers, and developers — now adapted for the private client world.
Mason Valuation Consultants
A respected RICS valuation consultant with decades of experience delivering Red Book-compliant reports for some of the UK’s most prominent property owners. Trusted, discreet, and deeply knowledgeable about the nuances of private portfolios.
Together, we bring:
- Independent insight
- Deep property market knowledge
- World-class modelling
- Complete discretion
- A structure that supports (not replaces) existing advisors
Final Thoughts: Clarity Is a Luxury Worth Investing In
For many clients, property represents the largest — and least analysed — part of their wealth. It’s time to change that. With the Strategic Portfolio Review, we provide the clarity needed to make decisions with confidence.
If you’re advising clients on complex real estate matters — or you are a family office seeking better control — we’d be delighted to speak.
Reach out to us at mwiedner@cambridgerefinance.com to learn more or request a sample report.