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.
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.
Our key clients
Case studies
Top Enquiries
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Alternative sectors Alternative sectorsAlternative sectors are becoming increasingly important within the commercial property landscape, providing considerable opportunities for investors.
Working out of London and our regional network, our commercial property specialists are well placed to operate across all alternative sectors. -
Do you offer property asset management advice? Do you offer property asset management advice?The primary role of a property management surveyor is to understand and help implement the client’s strategy for their portfolio. Our teams work closely with other colleagues across our multi-disciplinary business to deliver a considered and collaborative approach to property management, with the ultimate aim of driving up the client’s property returns.
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What are the options for Metrics & Benchmarking? What are the options for Metrics & Benchmarking?A summary of the options can also be compared against key metrics, such as:
• Square metres per staff member or full-time equivalent (FTE)
• Desk to staff ratio
• Running cost per square metre
• Running cost per staff member/FTE
We can then benchmark these metrics against other organisations that we have undertaken similar work for, and provide a performance analysis. The outcome of this approach is a concise document that captures the future estate requirement, and plots the route through implementation with a preferred option that meets both the cost and quality aspirations of the client. This work is often done in tandem with staff consultation, relocation advice, and architectural and space planning, all of which Carter Jonas, as a multi-disciplinary business, can provide.
-Care Quality Commission
-Food Standards Agency
-Arthritis Research UK
-Nursing and Midwifery Council
Three career highlights:
Significant involvement in and preparation of the Ministry of Defence ‘Footprint Strategy’ announced in the House of Commons, during a 2 year secondment to DIO.
A number of Central Government and Local Authority Green Book Business Cases leading to relocations, change programmes and adopting new ways of working.
Sale of Centrepoint Tower to Almacantar under the Targetfollow administration
Three career highlights:
Strategic Property Adviser to QVC for 12 years through their expansion into the UK
Including location consultancy, acquisition and program management of the
Construction of a 750,000sqft distribution warehouse and 1,000 seat call centre.
Head of Estates for Ingeus UK through their major expansion delivering 35 new sites
from search to fully fitted occupation in less than 9 months
Key Account Manager for DWP’s National Property Adviser for 15 years including
drafting 3 estate strategies to initially merge 2 departments’ estates and then
deliver the rationalisation strategy that led to savings in excess of £375m pa.
Three career highlights:
• Fourteen years of strategic advice in advocating local and central government services, allowing savings and improved service delivery.
• Two nominations for occupier of the year awards on behalf of Local Authorities.
• Undertaking an efficiency review of every public owned asset within a UK County to understand strategic co-sharing opportunities and savings.
Three career highlights:
Account lead for Buckinghamshire County Council estate management contract responsible for the overall client interface and including quality control aspects, job commissioning and KPI performance in addition to the direct delivery of many key projects including strategic sales, implementation of annual asset valuation programme, town centre regeneration schemes and other property initiatives.
Account director for Thames Valley Police between 1997 and 2012 responsible for property services delivery across Oxfordshire, Buckinghamshire and Berkshire and including acquisitions and disposals, rating, landlord and tenant, asset valuations, strategic advice, telecommunications, building consultancy, development consultancy and work place strategy.
Property advisor to Oxford University Hospitals NHS Foundation Trust. Development advice including the sale of a 270 unit surplus residential site in Oxford. Strategic estate planning across the estate with objectives of enhancing clinical use provision as well as maximizing income through long term investment activities. Negotiation of numerous landlord and tenant and development situations across the Trust estate.
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