The valuation of property is a core part of our practice and stands at the heart of all property decision-making. This is why we have a comprehensive network of RICS Registered Valuers across the country.
Our valuation offer appeals to clients due to the very broad spectrum of mainstream and depth of market expertise we can draw on.We have a dedicated team of valuers who specialise in the valuation of affordable housing tenures. The team has experience of acting for most of the G15 group of large registered providers, including the provision of expert witness advice. We can also provide Affordable Housing Statements to support planning applications.
We provide Asset Valuations for audit purposes across a broad spectrum of properties to both private and public sector clients. Our team understand the often complex statutory frameworks that apply.
Carter Jonas has a long history of helping charities make the best use of their property. In particular, we are very experienced in providing valuations in accordance with the provisions of the Charities Act.
Carter Jonas has a number of specialists in this increasingly demanding sphere of valuation and viability work supported by the firm’s extensive dedicated planning, development and strategic land, professional and agency teams, who operate on a national basis.
The extension of the lease of a flat or the acquisition of the freehold of a house or block of flats requires a highly specialised assessment of the property value and an in-depth knowledge of leasehold legislation. Carter Jonas is an award winning recognised market leader in this discipline with respected dedicated teams.
Our core team are experienced expert witnesses whether appointed by one of the parties or as a single joint expert. Our experts provide valuation evidence for litigation purposes, professional negligence claims, matrimonial and partnership disputes, taxation matters, leasehold enfranchisement, rent reviews and lease renewals. A number of our team also act as arbitrators, independent experts and mediators.
Carter Jonas is a panel valuation partner for many of the UK’s leading banks and financial organisations. We provide valuation reports on a wide range of property assets including portfolios, against which loans are secured.
In addition to our core commercial, rural, residential and development offer we have expertise in a number of trading related aspects and other specialist areas. Examples include healthcare, education, private rented sector, student accommodation, serviced offices, markets, fisheries, equestrian, renewables, caravan parks and hotels.
Carter Jonas is highly experienced in producing valuations for tax purposes. Beyond the assured accuracy of the valuation itself, we understand the laws surrounding the taxation process and are accustomed to working with other tax professionals.
Three career highlights:
• Valuation of Green Property Company for acquisition purposes
• Valuation of Camden Markets Portfolio for loan Security purposes
• Acting as LPA Receiver on £400m property company prior to its sale
Clare undertakes valuation work with inspection of all property types, predominantly commercial and development, and provision of valuation reports for a wide variety of purposes to a diverse client base. She specialises in the completion of development appraisals, working with the public sector and private developers to model scenarios and provide a financial analysis of sites to establish economic viability and financial surplus to enable calculation of affordable housing provision and appropriate s. 106 contributions. Clare is also a Fellow of the Chartered Institute of Arbitrators and a practising arbitrator and independent expert.
Graham is attached to the Commercial Division with his brief and work types being cross-divisional, working principally in the south and south-west region. His professional specialism is valuation and asset management, through this he is actively involved in a range of commercial, rural and residential property advising a variety of clients including lending institutions, trusts, public bodies and private clients. He works closely with a range of other professionals. Graham manages the valuation panels for the whole firm, liaising and developing work with the clients and ensuring delivery.
Kevin is a Partner, working from our London Chapel Place office and specialises in Leasehold Reform Act valuations, lease renewals, rent reviews, expert witness work and other residential valuations. He advises a wide-range of clients including landed estates, companies, institutions and private individuals. Away from the office Kevin's main interest is football and Queens Park Rangers in particular
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.
Bruce’s experience covers over 27 years with UK national surveying practice GVA Bilfinger and ‘top 4’ accountancy firm Deloitte, working closely with Business Valuations, Business Transactional Services, Business Restructuring, Corporate, Forensic Services, Audit and Tax.
Richard is a partner and heads the firm’s Valuation Team. He acts for private clients, companies, solicitors, charities, housing associations and banks in property matters mainly relating to residential and development property from flats to large country estates and development land in central southern England. He prepares valuation and survey reports and has particular experience in acting as an expert witness in litigation matters and has given evidence in court and at the lands tribunal on several occasions. His experience also includes advising on restrictive covenants and leasehold extension and enfranchisement. Richard is a keen cyclist and enjoys the countryside.
John joined the firm in 2002 and is involved in a wide range of professional areas. He has particular expertise in valuations of farms and estates for lending and taxation purposes, agricultural landlord and tenant matters and advises landowners in relation to telecommunication sites. When the opportunity arises he is a keen auctioneer and is always prepared to conduct charity auctions. John was recently appointed as Honorary Secretary of the John Edgar Trust, a charity which runs a management development scheme for those in the farming and rural sector.
Three career highlights:
The valuation for forward funding purposes of Microsoft Research’s new Cambridge HQ building.
The valuation of a residential development site in Norwich with consent for 1,200 new homes.
The valuation of a former cold war listening station at Orford Ness in Suffolk, only accessible by boat.
Peter is attached to the Commercial Division based in the Oxford valuation hub office, working principally throughout the Oxfordshire and Thames Valley region. His professional specialism is valuation, lease advisory and strategic asset management and he is partner responsible for the Oxford commercial valuation team. He provides valuation advice on retail, office, industrial and residential property and development sites to a wide range of clients including: banks and lending institutions; local authorities; property companies and private clients. Peter is an RICS Registered Valuer and an RICS Assessment of Professional Competence Assessor and Chairman. He currently acts as counsellor to the many graduate surveyors in the Oxford office, ensuring that they receive the right experience and training to enable them to become RICS qualified surveyors. Outside of the office, when not taxiing his two teenage sons between sports fixtures, he is the Group Scout Leader for his local village scout group; makes props and scenery for a number of amateur dramatics productions; and is a self-published novelist.
Three career highlights
Negotiation of leases surrenders to create large town centre site, advising on redevelopment and letting to single occupier; valuation of substantial, mixed use, 58 tenancy portfolio; Chairman Southampton Property Association (1995 and 1996)
Mark is a Partner, based at Cambridge, who advises institutional and college clients in the valuation, sale or acquisition of residential property including development land and appraisals. He specialises in leasehold reform act work, and in educational properties or student accommodation. He also provides a consultancy service or expert witness reports on various matters including restrictive covenants and for planning purposes, viability. In his spare time Mark particularly sailing and hill walking.
Three career highlights:
Emma is a Chartered surveyor with over 25 years of experience in the property industry, the majority of which has been spent acting for a wide range of clients - private, corporate, public sector and institutional.
Emma is expert in delivering development consultancy and agency services across the residential and commercial sectors. She provides clients with strategic development advice including valuation and viability appraisals, site assembly, disposals including land sales and development agreements, procurement of development partners and the project management of planning and development strategies.
Tom has worked in the South West since 2004 and specialise in the valuation of agricultural, residential and renewable energy property. The valuations tend to be for secured lending, Inheritance and Capital Gains Tax, plus farm and estate purchase advice. He carries out both single and joint expert witness valuations for divorce and similar court proceedings. He is a RICS registered valuer.
He advises landowners on development and leasing of solar farms, AD plants, biomass systems and wind turbines.
Tom is also experienced in general rural estate management work including landlord and tenant matters, Basic Payment Scheme, plus Town & Country Planning matters relating to residential and rural properties, renewable energy projects, equestrian and other farm diversification projects, new tied farmhouses, representations to Local Plan reviews and similar.
Three career highlights:
Christopher Rhodes is an Associate in our Rural Team in Oxford concentrating predominately on rural property valuation. Christopher undertakes valuations of rural, agricultural, estate and residential properties and is an RICS Registered Valuer. He has a particular interest in the valuation of heritage and estate properties and has good working knowledge of the valuation of tenanted assets.
Latterly Christopher has developed and overseen the valuation of a number of agricultural estate and rural portfolios, for institutional and private clients, including, local authority, educational and rural estates. The valuation of such portfolios has been done with differing approaches to valuation and Christopher is considered to have a sound working knowledge of the regulatory and statutory approaches to valuation of a range of portfolio types.
Charles is a Partner, based in Yorkshire but who operates on a National basis across the country. He heads the Carter Jonas Energy and Marine Team which deals with a wide range of energy projects including wind, solar PV, hydro power, anaerobic digestion plants, biomass plants, peak power generators, clean coal, oil and gas, coal bed methane and energy storage projects.
The services provided in the energy sector include site referencing and transmission matters, site search and evaluation, feasibility studies, financial modelling, planning applications and site consents, landowner support and site promotion, due diligence, valuations, finance, site acquisitions and disposals, power brokerage, wayleave negotiations and feedstock procurement.
The Marine team manage a significant coastal portfolio around England through leases, licences, easements and consents. Activities within the area are varied and cover a wide range of issues such as port developments, marinas, moorings, jetties, cable and pipeline river crossings, outfalls and regulating and conservation leases and stakeholder liaison.
Outside of work, Charles is keen cricketer who also tries to maintain a handicap in golf and enjoys country pursuits.
Three career highlights:
Over the past 19 years Barry has concentrated on providing valuation and advisory services to the Registered Provider sector, their funders and advisors and developer clients. In addition, he has acted as an expert witness on various cases.
Recognised as an expert in affordable housing valuation, Barry is frequently called upon to advise on such issues in litigation and planning cases.
Barry also advises clients on Financial Viability Assessments, helping developers to secure viable planning consents. Once planning has been granted he acts as agent to dispose of any affordable housing units to a Registered Provider.
Carter Jonas has a long history of helping charities make the best use of their property. In particular, we are very experienced in calculating valuations to the required legal standards in support of a property disposal.
We have a dedicated team which help you with any issues or concerns within the Third Sector.
The extension of the lease of a flat or the acquisition of the freehold of a house or block of flats requires a highly specialised assessment of the property value and an in-depth knowledge of leasehold legislation. Carter Jonas has extensive experience of this and one of the most respected dedicated teams entirely dedicated to discipline.
We are experts in providing valuations of property to help calculate the financial viability of a residential planning proposal. Unlike many consultancies, we have a specific team nationwide, specifically dedicated to providing this service.
For any for other planning advice or consultancy, we have a specialist planning division who can help.
We offer a free assessment of your property, determining the value and how we will sell or let it, for the best possible price.
