Asset & Estate Management

At Carter Jonas, we have a deep understanding of the challenges and opportunities lying within operational, occupied estates. Such occupiers may operate within the private or public sectors.

We know how to navigate the complexities of managing a portfolio estate made up of operational, investment and surplus property and how to deliver savings, improved revenue, greater efficiency and, potentially, capital receipts.

Publicly held assets are a major resource, and maximising the revenue generated from these assets is vital. Where organisations have implemented a corporate landlord approach and property is managed centrally, we can provide advice on a range of property issues to support them in meeting their corporate aims and objectives.

Local authorities, in particular, have a number of statutory service obligations to fulfil, and therefore typically occupy a significant amount of property. Where these services are being outsourced to third-party providers, all organisations are required to obtain best value, ensuring transparency in all property transactions.

We can provide expert advice on a range of transactions, including acquisitions and disposals, negotiating leases, licences and agreements, statutory transfers and project management.

We have extensive experience in working with organisations in this area; we understand the services being delivered and their specific needs. We are familiar with the complexities of strict governance procedures, and we work to deliver projects within this structure, reporting to specific committees and boards where appropriate.