Portfolio strategy, Brooks Macdonald

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Newsteer provides strategic portfolio management across Brooks Macdonald’s UK property holdings, combining occupier, agency and building consultancy expertise to improve portfolio performance and reduce property costs. The relationship has delivered £6.2 million in client savings

The client’s challenge

Managing a UK-wide property portfolio requires a coordinated approach across occupational strategy, lease events, acquisitions, disposals and property liabilities. Brooks Macdonald needed advice that could address individual property requirements while supporting the wider performance of its portfolio. 

Our solution

Newsteer provides ongoing strategic portfolio advice, supported by landlord and tenant, agency and dilapidations expertise. This includes acquisitions, disposals and lease negotiations, alongside technical advice to help Brooks Macdonald make informed property decisions and manage costs effectively. 

Beyond advice: how we added value

Our team looks beyond individual transactions to understand Brooks Macdonald’s wider business requirements and future ambitions. This joined-up approach brings strategic, occupational and technical advice together – including going beyond the initial acquisition brief to support clients through the wider property and project process. 

Outcomes and impact

The portfolio strategy has generated £6.2 million in savings, while supporting Brooks Macdonald in securing property solutions that meet its current operational requirements and provide capacity for future growth. 

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We were thrilled to find such a great location which provided us with the space that meets not only our business requirements today, but our ambitions for future growth. Newsteer really went the extra mile during the acquisition process, not only finding the property, but also providing technical and strategic project advice.

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Speak to a specialist

David Felman
Director
Edward Cecil
Associate
How can we help?