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Operations 5 min read

The year-end portfolio review: a conversation worth booking in

A short, annual meeting with each managed landlord pays back many times over. What to cover, in what order, and how to come prepared.

The year-end portfolio review: a conversation worth booking in

A short, structured year-end conversation with each managed landlord is one of the highest-return uses of a branch director’s time.

What to cover

  • Current tenancy status and renewal outlook.
  • Compliance certificates and renewal dates.
  • Any maintenance items deferred and their cost estimates.
  • Market rent position and a recommendation.
  • Plans for next year (sell, hold, refinance, refurbish).

Come prepared

A short pack sent in advance reduces the meeting from an hour to forty-five minutes and shifts the conversation from data-gathering to decisions.

Landlords who have a year-end conversation rarely change agent. Landlords who do not, sometimes do.

Outsource the legwork. Spend tomorrow winning new instructions.

A 15-minute call is all it takes to set up your branch and start ordering the services your team needs.