A structured review of your portfolio. Annually, or at any decision point.
A Costa & Silva portfolio review puts every property through the same five lenses: yield, capital position, compliance, condition, and exit. The output is a written portfolio paper plus a 90-minute review meeting.
Review scope
- Asset-by-asset yield (gross and net) benchmarked against market
- LTV, equity position, and refinance timing
- Compliance status — EPC, EICR, HMO licensing, FRA, Renters' Rights readiness
- Condition and capex forecast over a five-year horizon
- Sale, refinance, or repositioning recommendation per asset
- Portfolio-level structuring and tax-introduction notes (no regulated advice given)
Output
A written portfolio paper. Owned by you.
The portfolio paper becomes the working document for the next 12 months. Reviewed quarterly under a retained mandate, or annually as a one-off engagement.
Five lenses. One portfolio paper. Owned by you.