Rent evidence
Compare the current rent with relevant dated evidence where available, accounting for location, property type, size, condition, tenancy and legal rent-review requirements.
Portfolio review
Make each portfolio number traceable.
Bring rent, occupancy and stated operating costs into one property-by-property review. We identify the source, date and assumption behind each observation rather than promising savings, yield or rent uplift.
020 8944 6212 · Wimbledon@rentalsandsales.co.uk
Review areas
Evidence before recommendations
The scope is agreed around the question you need to answer. No generic benchmark is treated as a property-specific conclusion.
Occupancy and void history
Record actual occupied and empty periods, identify the stated reason for each gap and discuss marketing, works or tenancy timing without inventing a universal target.
Operating-cost picture
Organise the costs you provide, such as management, service charge, maintenance, insurance and licensing. The review does not replace accounting or tax advice.
Property-specific actions
Separate immediate operational questions from longer-term options. Any refurbishment, sale, mortgage or investment decision needs its own evidence and professional advice.
Calculation definitions
Know what each metric includes
These simple definitions help prevent gross figures being presented as profit or forecasts being presented as results.
Annual rent
Monthly rent x occupied rental months
Use actual receipts where possible rather than assuming twelve fully occupied months.
Occupancy rate
Occupied days / available-to-let days
Exclude periods when a property was intentionally unavailable and label that choice.
Gross yield
Annual rent / stated property value x 100
This excludes operating costs, finance, tax and acquisition costs and is not an investment return forecast.
Operating surplus
Rent received - stated operating costs
The result is only as complete as the costs supplied and is not a tax or accounting calculation.
Review process
Start with a question, not a document upload
We establish the minimum information needed before asking for records, and separate an initial discussion from any paid or ongoing service.
- 1
Define the question
Tell us the number of properties, broad locations and whether your priority is rent evidence, void history, operating costs or management scope.
- 2
Agree the information needed
We identify the minimum records required. Do not send bank statements, identity documents or unredacted tenancy files through open chat or an ordinary enquiry form.
- 3
Review evidence and assumptions
We distinguish landlord-supplied figures, official published data and property-specific comparable evidence, including the date and limitations of each source.
- 4
Discuss next steps
You receive observations and questions to consider. Any paid work, management instruction or third-party referral is separately scoped and priced in writing.
If management is relevant
Price the service separately
Full Management is advertised at 18% of monthly rent inclusive of VAT (15% plus VAT at 20%). A portfolio review, rent protection, legal work, contractor invoices and third-party services are not automatically included. The written proposal identifies the service scope, exclusions and any additional costs before instruction.
FAQs
Portfolio review questions
The initial enquiry establishes scope. It does not require sensitive financial or tenancy documents.
Who is the portfolio review for?+
It can be scoped for one property or several. The useful starting point is a clear question and consistent information for each property, not the size of the portfolio.
What should I share in the initial enquiry?+
Share the property count, broad area and the issue you want to review. Do not include bank details, identity documents, tenant personal data or unredacted statements. We will explain a suitable route if supporting records are needed.
Will the review tell me how much rent or yield is guaranteed?+
No. Rent, occupancy, costs and value can change, and comparable evidence may not match an individual property. Any appraisal or scenario is indicative and should show its source, date and assumptions.
Does the review include mortgage, tax or investment advice?+
No. We can organise property-operating information and discuss agency services. Mortgage advice must come from an appropriately authorised adviser, tax advice from a qualified tax professional and legal questions from a solicitor.
Can Rentals & Sales carry out agreed management work afterwards?+
Where the requested work is within our service, we can provide a separate written proposal showing the VAT-inclusive fee, scope, exclusions and third-party costs. There is no obligation to instruct us after a review conversation.
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Discuss the question behind the numbers
We will confirm what can be reviewed, the information needed and any fee before asking you to proceed.