Portfolio Sales

DTZ Rockwood's senior professionals possess a broad depth of experience and successful track record regarding the disposition of property and loan portfolios with a value in excess of $7 billion, encompassing more than 800 individual assets. Portfolio marketing and disposition requires a process that includes all of the proven elements of DTZ Rockwood's investment sales process in addition to a number of techniques that are uniquely applicable to optimizing value from the disposition of property and loan porfolios:

• Asset assessment to determine suitability for i) marketing as a portfolio, ii) combining certain assets for marketing as sub-portfolios, iii) marketing assets on an individual basis or iv) simultaneously marketing on the basis of all three to capture the broadest market. Criteria generally include the relative values of the assets, types of properties and/or loans, geographic proximity of the assets and overall pricing magnitude of the portfolio or sub-portfolios.


• Packaging of due diligence to facilitate efficient and effective analyses by potential buyers. This requires the preparation of highly organized and comprehensive pre-marketing materials that can be easily accessed and analyzed. Portfolios, by nature, represent a daunting due diligence challenge and buyers always discount for what they do not know.


• Minimizing property-level uncertainties and contingencies to facilitate the efficient completion of due diligence, prevent re-trading and maintain the integrity of implementing a competitive marketing and disposition process.