You hold more than one property

See the whole portfolio, then decide property by property

Properties bought over many years rarely add up to a plan. We look at what you hold as a whole: what each is worth, what each earns, what is about to change, and which you should keep, improve, exchange or sell.

Request a portfolio review See the evidence

Where you may be

What usually stands in the way

Without a plan, each property gets dealt with when it becomes a problem, which is usually the worst moment to deal with it.

You know each property, but not the whole
It is hard to say which holdings are carrying the others without setting them side by side.
Leases, loans and tax dates do not line up
A lease expiry, a loan maturity and a sale each change what the others should do.
The portfolio has to serve what comes next
Retirement, the next generation or a change in the business. The properties should be arranged for that end.

How we help

What you get from us

A value and a position for every property
What each is worth today, what it earns, and what in its lease or its market is about to change.
Hold, improve, exchange or sell
A recommendation for each property, with the numbers, and the order to do things in.
Exchanges and sale-leasebacks where they help
Moving value from one property to a better one, alongside your tax and legal advisers.
One team that carries it out
The same people who do the analysis handle the leasing and the sales that follow from it.

The plan

Three steps, and you can see the end

Respice finem: consider the end. We begin with what you want this to achieve, and work back from there.

Show us what you hold
A list is enough to begin. We ask what the portfolio is for.
Receive a review
Each property valued and placed, with what we would do and when.
Act in the right order
We carry out the pieces you choose, and review again as things change.

Request a portfolio review

Results

What it has looked like

Each figure links to the case study that states it.

Clients

In our clients’ words

“Everything went smoothly from the information gathering stage to the final moments signing the closing documents.”
Read the full testimonial
Jonathan and his team were extremely helpful and great to work with during this process. We’ve had commercial real estate deals before, but they were typical buy/sell arrangements. With this one being the first ever sale & leaseback, it was comforting working with a group that has done several of them before and showed tremendous experience in dealing with these types of transactions.
Everything went smoothly from the information gathering stage to the final moments signing the closing documents. Finding the right buyer was challenging but our patience paid off in the end! I would highly recommend the Finem Group to anyone looking to sell, buy or lease commercial property!

Aaron MatthewsOwner/CFO, Matthews MotorsSale-leasebackRead the case study

“Their clear communication and strategic expertise make them the gold standard in the industry.”
Read the full testimonial
The Finem Group’s professionalism and in-depth local market insights not only met but exceeded my expectations, achieving significant returns. Their clear communication and strategic expertise make them the gold standard in the industry.

Steve and Sarah GuidaLand on Whiskey Road, AikenRead the case study

Evidence