Lawrence Stephens

Investment and Portfolio Asset Management

Our lawyers have a wealth of experience in dealing with the acquisition, disposal and management of complex and high-value holdings across a diverse range of assets.

We represent clients wishing to build on existing property portfolios, those starting out in property investment and those needing help with the legal aspects of property management.

Our solicitors always take the time to get to know exactly what our clients’ strategic goals are so that we can anticipate their needs and work proactively to ensure they are able to take advantage of the opportunities open to them.

Managing your portfolio of assets

Our Commercial Real Estate team has gained industry-wide recognition as leading experts in managing extensive client investments and successfully completing multi-million pound transactions.

You will find our solicitors to be friendly, approachable and responsive and always willing to take the time to talk through your case to ensure you have the most appropriate solution, support and guidance.

We understand the need to move quickly in dealing with property acquisition, so we take a proactive approach to spotting issues early on to minimize delays. 

Our advice to you will be clear and pragmatic, whilst always taking into account your situation as well as the wider market conditions. 

We represent property companies, corporate occupiers, private investors, high and ultra-high net worth individuals, family offices and private equity institutions.  We manage a wide range of assets, including office blocks, mixed-use schemes, out-of-town retail parks, office business parks, student accommodation, industrial and warehousing sites.

Our investment and portfolio asset management services provide a cradle-to-grave approach, dealing with purchases, management and sales.

Our services include:

  • Acquisition, disposal and management of real estate across various asset classes
  • Advising borrowers on the real estate aspects of their loan and facility agreements, and the lender’s security
  • Advising on Energy Performance Certificates and the MEES Regulations
  • Advising on redevelopment and refurbishment projects during the life of an asset
  • Advising overseas trustees and fund administrators where holding structures are set up overseas
  • Providing regularly updated asset management data to clients and their managing agents
  • Regular site visits to better understand the assets
  • Setting up bespoke letting packs on a property-by-property or portfolio basis

Our focus is always on achieving the outcome you want as effectively as possible, ensuring the deal is completed promptly.

We work closely and collaboratively with colleagues from different departments such as corporate, banking, construction and dispute resolution to provide a full service.

We are always keen to visit the properties we acquire and manage, so that we can keep abreast of your portfolio and identify any issues before they become problems.