Stratford Ellis
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Sector · Asset managers

Portfolio, lease and valuation data that finally agrees with itself.

Asset management stands or falls on data quality. Rent rolls, lease events, valuations, capex, ESG and performance data have to be consistent, timely and defensible, across every fund, every mandate and every asset class.

Recent results in this sector

1 source
For valuation, rent roll and capex across the portfolio
Quarterly → weekly
Portfolio performance reporting
-3 wks
Off the investor reporting cycle
Where it hurts

Sound familiar?

Rent rolls that never quite tie out.

Property, finance and lease systems each hold a version. Investors ask which one is right.

Lease events are still tracked in Excel.

Break clauses, rent reviews and expiries live in a spreadsheet on someone's laptop.

ESG and asset data are disconnected.

Reporting cycles turn into a scramble to pull data from meters, managers and third parties.

Onboarding a new asset takes weeks.

Each acquisition arrives with its own systems, tenants, contracts and data model.

What we do

How we help.

One version of the portfolio.

A trusted asset, lease and financial data model that every system and report reads from.

Lease event automation.

Structured lease data with alerts and reporting on expiries, reviews and breaks, so events stop coming as a surprise.

ESG data pipelines.

Meter, contract and third-party data pulled together so reporting is a click, not a project.

Acquisition-ready onboarding.

A repeatable playbook for bringing new assets and portfolios onto your operating platform quickly and cleanly.

Outcomes

What good looks like.

  • Investor reports produced from data, not from heroics.
  • Lease events managed proactively across the whole book.
  • ESG and performance reporting on the same clock as finance.
  • Growth in AUM that does not mean another hire in operations every time.
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Example engagements

What we would connect, and what you would get.

Example engagement scenarios for this audience, drawn from the shape of work we do.

Investor reporting cycle

Quarterly reporting cut from weeks of manual assembly to a scheduled run, with the same numbers in every pack.

Systems and data connected

  • Property management system
  • Finance ledger
  • Valuation models
  • BI layer

Lease event pipeline

Breaks, expiries and rent reviews surfaced months ahead across the whole book instead of being spotted deal by deal.

Systems and data connected

  • Lease data
  • Tenancy schedules
  • CRM
  • Alerting and workflow

ESG on the finance clock

Energy and consumption data reported alongside financial performance, not six months behind it.

Systems and data connected

  • Meter and energy data
  • EPC records
  • Managing agent returns
  • Reporting layer
Where to next

The work this usually turns into.

Advice comes first. These are the areas we most often end up covering for this audience.

Data strategy

One version of portfolio, lease and performance data, agreed and owned.

Data strategy for asset managers

Data and reporting

Investor and board reporting generated from data instead of assembled by hand.

Data and reporting for asset managers

Integration

Asset, lease, finance and valuation systems lined up.

Integration for asset managers
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Selected client outcomes

Results from asset managers work.

Results from completed engagements with this audience. Client identities are withheld under confidentiality agreements.

Talk through your own numbers

Asset manager · multi-billion portfolio

Valuation, rent roll and capex in one portfolio view

The problem. Rent roll sat with property management, valuations with the investment team and capex with the projects team. Every investor pack meant chasing three versions of the truth.

The decision. We advised keeping all three systems and building an agreed asset reference across them, instead of consolidating into a single platform mid-cycle.

What we did. We built a portfolio data layer over the existing systems, agreed one asset and tenancy reference, and produced investor and internal reporting from the same numbers.

The outcome

Quarterly → weekly
Portfolio performance reporting
-3 wks
Off the investor reporting cycle
1 source
For valuation, rent roll and capex

Managing agent · 6,400 units

Service charge and arrears reporting cut from days to minutes

The problem. Service charge budgets, arrears and works orders sat in three systems and a stack of spreadsheets. Every client report was rebuilt by hand and the numbers rarely matched between finance and property.

The decision. We advised fixing the lease and unit record first and leaving the finance system alone. Replacing it would have cost six figures and solved none of the reporting problem.

What we did. We mapped property, lease and unit records into one model, moved reporting onto live finance and property data, then automated client packs by building and schedule.

The outcome

4 days → 20 mins
Time to produce a client reporting pack
-31%
Arrears older than 90 days
100%
Units reconciled against the lease record
Questions

The things people ask us first.

If yours is not here, ask it directly.

All questions

Related sectors

Nearby work that shares the same data.

Most property businesses sit across more than one of these. Follow whichever is closest to your problem.

Landlord and property manager tenancy data

Where most of your portfolio numbers actually originate.

Developer and construction appraisal data

Linking appraisal assumptions to what the asset later delivers.

Facilities and maintenance cost data

Maintenance spend and condition data behind hold-or-sell decisions.

Not sure which fits? Start with our independent data and technology advisory or browse every implementation service we deliver, then see all property and infrastructure sectors.

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