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Engagement

Quarterly Portfolio Pack

Recurring occupancy snapshots for owners who want the same report shape each quarter across named buildings.

Enquire about this engagement

Row of residential houses along a quiet street

Quarterly Portfolio Packs suit owners who already know their buildings well but want a consistent written record for co-investors or family meetings. The value is continuity of format and language across quarters, not a new methodology each time.

Who it is for
Family offices and small asset teams that prefer a steady reporting cadence
Result
Comparable quarter-to-quarter occupancy notes without rebuilding the format each time
Duration
Retainer with delivery each calendar quarter
Delivery
Remote preparation with one briefing per quarter
Fees basis
From HK$18,000 per quarter for up to three buildings
Preparation
Nominate a single contact who can send rolls on a fixed schedule.

Included

  • Agreed template for occupancy and lease timing
  • Quarterly update from your supplied rent rolls
  • One briefing call each quarter

Not included

  • Daily property operations
  • Emergency vacancy marketing

How it proceeds

  1. Set buildings and template in the first quarter
  2. Receive updated rolls each quarter
  3. Issue pack and hold the briefing

Request a briefing Fee guidance