At Rocket Property Management, we’ve been carrying out a number of detailed portfolio reviews for landlords recently - and the insights have been eye-opening.
A portfolio review isn’t just about looking at what rent you’re collecting today. It’s about stepping back, analysing every property against market conditions, and making clear decisions on where to hold, where to sell, and where to invest. Here are two recent examples that show how this process works in practice.
Example 1: Spotting the Weak Link
We sat down with a landlord who owns five properties. Before the meeting, we pulled together key data:
- Current market values for each property
- Current vs market rents
- Gross yields now and going forward
- Last year’s costs and true net yields
Most of the portfolio performed well - one property delivered over 10% gross yield (net above 8%). But one stood out for the wrong reasons, generating only a 4% gross yield and under 3% net yield.
We advised the landlord to consider selling. After testing the market with a few agents, it became clear that the achievable sale price wasn’t quite at the level he wanted. For now, he’s keeping the property and balancing its weaker return against the stronger performers in the portfolio - but with a clear plan and numbers to back it up.
Example 2: Preparing Properties for Sale
Another landlord, with three properties, came to us after moving overseas. With inheritance tax considerations and a medium-term plan to sell, he wanted a clear strategy for each property.
Here’s what we found:
- House #1: Ongoing subsidence insurance claim. Once resolved and refurbished, the house will be market-ready.
- Flat: Needed cladding certification (EWS1) and repairs for cracks and roof issues. We’re also advising on how to handle an absent freeholder, which could otherwise block a sale.
- House #2: Already refurbished and let. It’s now in prime condition to sell - the strategy is simply to wait for interest rates to ease and the market to improve.
The key here wasn’t just numbers, but planning ahead. By resolving legal, structural, and compliance issues now, the landlord will be in a far stronger position when it comes time to sell.
Why This Matters for Landlords
Both examples show how easy it is to overlook problems that drag down portfolio performance - or that could derail a future sale. At Rocket, our Sales Facilitation service is designed to bridge that gap.
We don’t just wait until you’re ready to sell. We review your portfolio, identify weak links, prepare properties for market, and make sure you’re not blindsided by issues like cladding, absent freeholders, or unfair agent terms.
For landlords, this means:
- Clearer decisions on when to hold or sell
- Higher net yields across the portfolio
- Smoother, better-prepared property sales
- Confidence that your portfolio is working as hard as it should
Whether you own three properties or thirty, a portfolio review gives you clarity. And when it comes to selling, preparation is everything.
At Rocket, we combine property management expertise with sales facilitation, making sure that landlords aren’t left at the mercy of poor yields or poorly-prepared sales.
Want to know how your portfolio stacks up? Get in touch for a no-obligation review - and let’s see where you could unlock more value.
