Commercial Investment 2022

Commercial Investment Growing & protecting investments

Commercial Investment We provide clients with strategic and integrated property investment advice.

This is underpinned by a proven track record in acquisitions, disposals and development funding, across all traditional and alternative sectors.

Understanding our clients’ motivation and investment objectives at the outset enables us to provide considered and tailored property investment consultancy advice. Only when we know the criteria to be met, do we make appropriate recommendations, implement agreed strategies, manage the instruction and achieve the desired outcome.

Our experienced Investment team has the insight and expertise to provide tailored advice and smart solutions, at both an individual asset and portfolio level. We help clients meet their investment goals - across all commercial property sectors.

We do this by focussing on: • Investment Acquisitions • Investment Disposals • S trategic Investment Consultancy • S trategic Asset Management

Investment acquisitions Our overriding objective is to identify assets which deliver optimal performance during clients’ investment horizon.

The cornerstones of our service include: •

U nderstanding – a deep understanding of our

•

clients‘ objectives allows us to provide tailored advice

•

negotiations, combined with a methodical transaction management process, helps reduce risks and liabilities.

We work closely with the client, their legal and advisory teams to ensure that the acquisition and integration process is conducted swiftly and efficiently

Deal origination – our extensive market knowledge,

insight and connections enables us to identify on and off market opportunities which meet clients’ investment objectives •

Selection – after analysing each asset’s unique

opportunities and challenges, understanding the factors which create value and influence asset performance, we make our informed recommendations

Deal management - a robust approach to

•

360° Asset Plan – working closely with our in house

specialist teams (including Delivering Net Zero, Valuation, Building Consultancy, Lease Consultancy and Property Management) and clients, we develop comprehensive Asset Strategy Plans designed to ensure clients meet their long term value and liability mitigation objectives.

Investment disposals Realising the optimum return on investment, at the most advantageous time, requires strategic and focused advice.

That is why our proven disposal protocols include:

• D isposal Strategy – a tailored strategy is developed after first:

• M arketing – our tailored campaign comprises:

• A ppraising the asset or portfolio

• Targeted engagement with potential buyers whose investment strategy and objectives are aligned with the price and asset/portfolio profile

• A ssessing its strengths and weaknesses • C onsidering wider market dynamics which will impact its value

•

• Readiness for sale – our structured approach involves forensic due diligence ahead of marketing, to build a knowledge base which will underpin the transaction process and mitigate risks

Transaction Management – our integrated sales process includes: • A ssessing the suitability of potential purchasers • Negotiating advantageous terms • Working closely with the clients’ legal teams to ensure an efficient and favourable outcome.

Our disposal advisory covers standing investments, development fundings, development and refurbishment finance across all commercial sectors.

Strategic asset management Developing a robust asset plan is one thing; delivering it effectively is another.

Our experience in this role has included identifying, appointing and managing experienced teams of:

We deliver value throughout the asset’s/portfolio’s lifecycle by acting as the Client Representative and driving the implementation of the asset plan implementation. This includes:

• Building Consultants • Architects • Facilities Managers • Disposal Specialists • Lease Advisors • Planners

• Creating robust, evidence based asset plans • Identifying and appointing best in class advisors • Coordinating activities to reposition the asset/portfolio • Cost and progress management • Document and risk management • Bespoke reporting – against agreed KPIs • Holistic advice on strategy and delivery • Regular interrogation and refinement of asset plan

• EPC Assessors • Tax Advisors • Design Consultants • Property Managers • Delivering Net Zero • Legal Teams

Strategic investment consultancy Our approach to Strategic Investment Consultancy includes: • Reviewing the asset/portfolio to assess its potential performance against defined strategic goals – such as advising on the optimum ‘hold’ periods of each property, risk profile and the resulting asset management strategy • Assessing the extent to which external factors could impact the asset’s/portfolio’s future value/performance and/or potential liabilities – such as impending carbon related legislation

• Providing clients with costed recommendations to address identified potential issues in order to futureproof their asset/portfolio.

• Providing clients with guidance on property development and investment finance options.

We help Client Teams review and update their asset/portfolio business plan strategy to ensure it reflects anticipated changes in occupational and investment market trends, as well as legislative developments.

Fisher German is a multidisciplinary firm which operates nationwide

/FisherGermanLLP @fishergerman /fisher_german

1

Ashby de la Zouch

16

Knutsford

2

Ashford

17

Leeds

3

Banbury

18

Liverpool

4

Bedford

19

London

5

Birmingham

20

Manchester

6

Bury St Edmunds

21

Market Harborough

7

Chester

22

Newark

8

Cwmbran

23

Newcastle

9

Doncaster

24

Richmond

10

Exeter

25

Rossendale

11

Glasgow

26

Southampton

12

Head Office

27

Stafford

13

Hereford

28

Thame

14

High Wycombe

29

Worcester

15

Hungerford

/company/fisher-german-llp

11

www.fishergerman.co.uk 23

24

17

25

9

20

18

16 7

22

27

1 12 21

5

6

29 13

4

3 28

8 15

14

19 2

26 10

Your key contacts and where to find us: We are a national team of property professionals, chartered surveyors, planners, estate agents, utility project managers and sustainable energy experts – all working for you.

With over 750 people operating from 29 offices, Fisher German has unrivalled experience in identifying and developing business opportunities for our clients.

Dominic Evans

Miles Youdan

James Routledge 0207 747 3189 james.routledge@fishergerman.co.uk

Oliver Deme

0161 214 4667

01302 243 909

0207 747 3115

dominic.evans@fishergerman.co.uk

miles.youdan@fishergerman.co.uk

oliver.deme@fishergerman.co.uk