KEY SERVICES

Our service offering reflects deep experience within real estate funds management, valuation and professional advisory. Our clients can be confident of not just meeting but exceeding their investment and business objectives.

From strategic investment advice to best-in-class transaction management services, our capability will deliver exceptional results tailored to the unique needs and circumstances of each client.

MILTON ROSE is ready to guide you with expertise, dedication and intelligence, turning your goals and ambitions into reality…

  • End-to-end real estate transaction management services for vendors and purchasers, including:

    • Deal origination including agent/broker coordination (e.g. tender, selection and management).

    • Pricing, valuation and bespoke financial modelling.

    • Due diligence execution across all workstreams (e.g. legal, financial, commercial, technical, environmental, taxation and specialist reviews).

    • Commercial negotiation, including commercial management of transaction documents and investment structuring.

    • General transaction project management services and electronic data room management.

    Specialist due diligence reporting is available on a standalone basis across commercial, financial and valuation workstreams.

    All major property types covered, including: office, hotel, industrial, retail, development sites, mixed use and special use.

  • Strategic review of funds management businesses and managed funds/products to benchmark operations and services to market.

    Independent and specialist review of fund managers and specific funds/products for performance review and selection processes. Reviews encompass investment processes and policies, ownership and alignment, objectives and strategy, fees and other product terms, business operations structure, corporate governance, risk frameworks and ESG and sustainability performance.

    Strategic business plan development for new business and or managed fund/product.

  • Independent valuations and strategic advice delivered in accordance with the International Valuation Standards (compliant with the Professional Standards of the RICS and API).

    Capital value assessments, rental value assessments, feasibility modelling and strategic advice.

    Covers all major property types, including: office, hotel, industrial, retail, development sites, mixed use and special use.

  • Bespoke financial modelling solutions for investment, transaction, valuation, development feasibility, financing, business planning and capital expenditure analysis.

    Customised data analytics solutions for management reporting and decision-making, capital investment and research projects.

  • Custom market research studies of capital markets, real estate space markets and the macroeconomy in Australia and internationally to support strategic business planning, new investment and development projects and the design and delivery of managed fund products.

  • Covers all front-end aspects of the development lifecycle, including site identification and acquisition, market research and concept testing, highest and best use analysis, feasibility assessments, costings, schematic design and town planning review.

  • Expert review and advice on corporate and financial strategy.

    Detailed review of business plans, operations, governance structure, investment processes, service offerings, risk management processes and financial projections.

    Focus industries: funds management and real estate services, superannuation investment management.

  • Strategic review of managed real estate investment portfolios, including assessment of appointed fund managers, review of objectives and strategy, historical and forecast performance review, liquidity analysis, risk and diversification analysis, hold/sell analysis, asset management strategy and review of management/service fees including benchmarking to market.

  • Specialist advisory services for hotels, pubs and clubs and other trade-related property.

    Covers all aspects of investment, transactions, valuation and management arrangements, including:

    • End-to-end transaction management services for vendors and purchasers.

    • Strategic advice on going-concern and leased tenures, including commercial structuring for sale-and-leaseback transactions.

    • Independent review of hotel management agreements (HMAs), franchise agreements, other operating agreements, property leases and licences and material business/service contracts.

    • Project management or advisory services in relation to hotel operator selection including market tender, short-listing, negotiation of commercial terms and documentation.

    • Independent assessment of hotel financial performance, including profit and loss analysis, competitor and market fair share analysis and revenue strategy.

    • Specialist review of asset management strategy, including hotel operations, brand strategy and positioning and property investment plan including CAPEX planning and financing strategy.