Real Estate Consulting for Portfolio Strategy and Value Creation
Real Estate Consulting for Portfolio Strategy and Value Creation
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Want a hold or sell call on each asset with an investor ready plan? Talk to a consultant
Why It Matters In 2025
Cap Rates Easing
CBRE expects a moderate recovery in 2025 with slight cap rate compression as growth firms and 10 year yields hover above 4 percent. source.
Pricing Stabilizing
MSCI RCA CPPI for the US rose 2.6 percent year over year by Q3 2025, signaling improving liquidity. source.
Flight To Quality
Prime vacancy at 14.5 percent in Q2 2025 was 4.8 points lower than non prime, with the gap set to widen. source.
Office Reset
US office vacancy measured 18.6 percent in September 2025, yet leasing is improving in top assets. source.
Portfolio Playbook: 30-60-90
First 30 Days: Get One Truth And A Capital Map
- Build a single view of tenancy, expiries, market rent, and cash flow by asset.
- Set hold, fix, or sell for each asset with a clear reason code and timing window.
- Freeze non essential capex. Redirect budget to leasing, amenity upgrades, or conversions with near term impact.
Days 31 to 60: Execute Leasing And Repricing
- Run a focused leasing sprint on target suites. Use concessions, spec suites, and flexible layouts to accelerate absorption.
- Rebase expenses with vendor rebids and energy saving actions. Update service levels by asset tier.
- Launch capital recycling for low conviction assets. Prepare data rooms and a crisp sell story.
Days 61 to 90: Lock In Value And Scale
- Finalize financings and swaps that fit the plan. Close disposals and reinvest in priority markets or sectors.
- Publish a quarterly owner pack that shows NOI uplift, risk by asset, and forward leasing plans.
- Stand up a steady state cadence with monthly tracking and a short KRI set.
Core Components
- Portfolio view that blends asset data, leasing pipeline, market comps, and capex plans.
- Clear roles for asset managers, leasing leads, and finance with one weekly forum.
- Capital recycling plan with target windows, proceeds uses, and debt steps.
- Owner pack that connects actions to NOI and risk, not just activity.
Levers, Typical Moves, Metrics, and References
| Lever | Typical Moves | Metric | Reference |
|---|---|---|---|
| Asset Strategy | Hold, fix, or sell calls with timing windows and capex plans | NOI uplift, IRR | ULI Emerging Trends 2025 |
| Capital Recycling | Disposals of low conviction assets and redeploy to higher conviction themes | Proceeds redeployed | MSCI 2025 trends |
| Office Repositioning | Amenities, spec suites, conversions where viable, and top tier leasing | Lease up, net effective rent | Office vacancy 2025 |
| Industrial And Logistics | Modern facilities near demand, power and transport access | Absorption, rent growth | JLL perspective 2025 |
| Data Centers | Power and land constrained markets, anchor tenants, phased builds | Prelease rate, time to power | CBRE Europe data centers |
| Financing | Refis and sales aligned to rate path and cap rate moves | Debt yield, DSCR | CBRE Outlook 2025 |
Frequently Asked Questions
How do you prioritize assets across markets?
Score each asset by conviction and timing. Blend market depth, demand signals, and capex required. Fund the few moves that shift NOI fastest and stage the rest.
What matters most in office now?
Focus on location, amenities, and layouts that support teams. Use spec suites and flexible terms to shorten time to lease. Track flight to quality and price accordingly.
How do you plan exits in this market?
Prepare early with clean data rooms, current comps, and a clear story. Align exit windows to seasonal liquidity and rate views. Have a backup of light capex and relaunch if needed.
Ready to set hold, fix, or sell calls and publish a plan that investors trust? We can run the 90 day review and then help execute leasing, capex, and capital recycling.
Related Reading
- Constructing Growth in Real Estate and Infrastructure
- The Impact of Management Consultants on Real Estate and Infrastructure
- Property Tax Compliance and Valuation Services
- Private Equity Consulting Playbook 2025: Portfolio Operations
- How Retailers Can Address Shocks in Their Supply Chains
- Infrastructure Investment Bill Analysis
Sources
- ULI and PwC. Emerging Trends in Real Estate 2025. https://knowledge.uli.org/en/reports/emerging-trends/2025/emerging-trends-in-real-estate-united-states-and-canada-2025
- CBRE. U.S. Real Estate Market Outlook 2025. https://www.cbre.com/insights/books/us-real-estate-market-outlook-2025
- CBRE. U.S. Real Estate Market Outlook 2025 Midyear Review. https://www.cbre.com/insights/reports/2025-us-real-estate-market-outlook-midyear-review
- MSCI Real Assets. RCA CPPI U.S. October 2025. https://www.msci.com/downloads/web/msci-com/research-and-insights/paper/rca-commercial-property-price-indexes-rca-cppi/2510_RCACPPI_US.pdf
- JLL. Global Real Estate Perspective November 2025. https://www.jll.com/en-us/insights/market-perspectives/global
- CommercialCafe. U.S. Office Market Report October 2025. https://www.commercialcafe.com/blog/national-office-report/
- MSCI Real Assets. 2025 Trends To Watch. https://www.msci.com/research-and-insights/blog-post/real-estate-in-focus-2025-trends-to-watch
- Reuters. Europe data center capacity outlook 2025. https://www.reuters.com/technology/europe-set-see-record-data-centre-capacity-roll-out-2025-cbre-says-2025-02-13/
About the Author
Aykut Cakir, Senior Partner and Chief Executive Officer, has a demonstrated history in negotiations, business planning, business development. He has served as a Finance Director for gases & energy, pharmaceuticals, retail, FMCG, and automotive industries. He has collaborated closely with client leadership to co-create a customized operating model tailored to the unique needs of each project segment in the region. Aykut conducted workshops focused on developing effective communication strategies to ensure team alignment with new operating models and organizational changes.
