Advisory / 04 capabilities

Index/Services

Advisory
services

Four capabilities covering the full investment cycle — from understanding what you hold, to securing the funding that delivers it.

— At a glance

Where each capability fits in the investment cycle

  1. 01

    Portfolio & Asset Management Plans

    Understand the portfolio and set long-term priorities.

    Detail
  2. 02

    Business Cases

    Justify a specific investment to the people who approve it.

    Detail
  3. 03

    Capital Planning

    Match requirements to funding across a multi-year horizon.

    Detail
  4. 04

    Investment Analysis

    Compare competing alternatives on a common basis.

    Detail

01 Portfolio & Asset Management Plans

Know what you hold, and what it will require

We build the long-term plan that aligns investment priorities with organizational objectives — establishing what is in the portfolio, the condition it is in, the risks it carries and the investment it will demand over the planning horizon.

What you receive
Asset inventories, condition assessments, risk evaluations, investment forecasts and a strategic roadmap.
Engage us when
Setting multi-year priorities, entering a planning cycle, or when the portfolio has outgrown the records describing it.
Institutional office towers representing a managed real property portfolio
Portfolio · condition · priority

02 Business Cases

Give approvers something they can defend

We set out the realistic options for a specific investment, evaluate each one on a common financial basis, and state a recommendation with the reasoning attached — in the form decision-makers and funding authorities expect to review.

What you receive
Option analysis, financial evaluation, risk assessment, benefit realization and a recommended investment strategy.
Engage us when
Seeking approval or funding for a major project, or when a proposal needs to withstand independent scrutiny.
Documents and financial analysis supporting an investment recommendation
Options · evaluation · recommendation

03 Capital Planning

Match what is needed to what is funded

We structure capital requirements across a multi-year horizon so that funding decisions are made against a full picture — what must be done, what can wait, what it will cost, and when the money has to be available.

What you receive
Multi-year capital plans, funding forecasts, ranked investment priorities and budget schedules.
Engage us when
Building or defending a capital budget, or when requirements exceed the funding available and priorities must be set.
Capital construction project in progress
Requirement · forecast · schedule

04 Investment Analysis

Compare alternatives on a common basis

Own, lease, renew, dispose or restructure — each carries a different cost profile over a different horizon. We model the alternatives against the same assumptions and the same horizon, then test how far the answer holds when those assumptions move.

Methods applied
Lifecycle costing, discounted cash flow, NPV, risk modelling and Monte Carlo simulation.
Engage us when
Choosing between ownership models, evaluating a lease or P3 arrangement, or testing whether a preferred option survives its own risk profile.
Financial comparison of competing investment alternatives
Lifecycle · cash flow · risk

— Delivery

Every engagement runs through the same three stages

Discover and assess, develop and analyze, recommend and deliver — applied consistently, whichever capability you engage us for.