Property Portfolio Valuation Case Study

Project brief
In 2017, Rushton International was appointed by a real estate client to value a large property portfolio, which included commercial buildings such as shopping centres, high street retail, offices, industrial structures and leisure premises.

The valuations were required to provide independence of reinstatement values when arranging insurance and were also relevant for tenants.

Our approach
Due to the size of the property portfolio to be valued, it was agreed that the valuations would be phased over a three-year period. In 2017, we valued one-third of the portfolio. Properties were grouped together by location and we fast-tracked the valuation of any properties where concerns or queries had been raised in regards to the declared value.

Due to some unusual insurance arrangements for legacy properties, we reviewed the leases to ensure that the reinstatement value reflected the landlord’s insuring responsibility.

We advised the client by providing them with a detailed valuation report. The report provided a breakdown of value for the overall property together with an allocation of value on a demise-by-demise basis to assist with recharging the insurance premium per tenant.

We also updated the values for any project not visited in the current valuation year. The work for this client is still ongoing and at the end of the third year all properties will be valued.
As part of our ongoing work with the client, we have assisted with any tenant queries, providing a further breakdown of value as needed and new valuations on the completion of any development works.

Property portfolio case study

£65Bn of valued annually

500+ valuation assignments conducted each year

Over visited

of clients are incorrectly insured

About Rushton International

Rushton International is an independent and impartial asset valuation and advisory firm. We specialise in the valuation of plant, equipment and buildings for insurance purposes. With our team of qualified and accredited valuers, we have the experience, qualifications and expertise to value any asset, anywhere in the world.

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    Insurance Valuations

    Insurance Valuations

    Rushton International is a tried and trusted name in insurance valuations. Our valuation advice assists clients, risk managers and their brokers to accurately and confidentially set sums insured for the fixed assets in their insurance programme.

    Financial Valuation

    Financial Valuations

    We work with our clients to deliver comprehensive valuation advice for financial reporting purposes. By using our sector experience and market knowledge we are able to assist with the valuation of plant, equipment and other specialised assets in order to estimate fair value for GAAP and IFRS financial reporting purposes.

    Asset Management

    Asset Management

    Rushton International provides asset management solutions that are tailored to our clients’ needs. Our work ranges from asset verification, preparation of computerised asset registers and updating asset registers.