Living consultancy and advisory
Utilising a deep data pool, bespoke analysis tools and a rich vein of genuine operational experience, the team provide clients with a range of consultancy support, from initial feasibility and underwriting analysis, demographic research, financial modelling, operational management design, asset management planning, whole lifecycle costing, due diligence transactional support, and other bespoke services tailored to individual client requirements.
We use a combination of data from REalyse, and our own inhouse data templates to fully understand and investigate local markets. Our approach allows us to map out the median property pricing, both for rent and sale, and also by type of property.
Establishing the detailed market profile allows us to easily pinpoint pricing centiles, quartiles and comparable price ranges, to fully underwrite the proposed pricing for a scheme. Further, we utilise demographic data, market supply dynamics, and affordability ratios to accurately determine market depth and forecast absorption rates, both for current and proposed future developments.
Our team have utilised these techniques in underwriting and successfully launching to market multiple schemes, for household names and private institutional investors.
Lee heads up our Living Sector capabilities, utilising his experience from previous senior directorial roles at FirstPort Group and Orchard & Shipman, providing consultancy and management services across a wide range of residential offerings.
Lee has previously had management responsibility for the UK’s largest BTR scheme at Wembley and advised high street names and investment funds on innovating new styles of BTR and residential offerings to market.
Becky joined Carter Jonas in 2022, having previously held roles at Cortland and MCR Property Group. She has over 15 years of property management experience across portfolio, block and BTR. Becky works within our central portfolio management team, acting on behalf of the client, and ensuring all operational services are delivered as per client expectations.
Maria joined Carter Jonas in 2018, her background of varied industries of manufacturing, hospitality and IT provides a strong analytical view on using reports to interrogate data bespoke for each client. Maria heads up the Living Sector Client Accounting team in Shrewsbury ensuring all client funds are managed under the RICS regulations and oversees the provision of our portfolio reporting and audit liaison.
Ali has been a part of the Carter Jonas team since joining their internship program in 2022. His role as an analyst in the Living Capital Markets sector utilises his financial economics background. Working closely within the PBSA and co-living sector, he plays a vital role in data analysis, underwriting, and reporting. With his dedication and expertise, Ali contributes significantly to the team's overall success.
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