The Challenge: A portfolio of 38 residential apartments was held by a company placed into liquidation due to key shareholder disputes. The challenge was realising maximum value and providing a fair and equitable shareholder allocation, despite product constraints (sub-optimal size/financing difficulties) and the risk of a market-wide 25% discount.

Our Intervention: Fiduciary De-risking and Custom Realisation Strategy Appointed by the Liquidator, our role was to develop and manage a robust, multi-option strategy that provided an auditable justification for asset disposal. We converted the problem of complex asset realisation into a predictable, financially modeled process.

Our impact:

• Financial Strategy: Developed a comprehensive financial comparison detailing estimated returns, costs, and timing for phased Individual Sales vs. a Group Sale of assets.

• Optimal Sale Mechanism: Recommended a two-pronged hybrid sale approach to actively test the market discount and hedge against the risk of oversupply.

• Governance & Dispute Mitigation: Provided the framework for a non-cash allocation to resolve major shareholder disputes and avoid market oversupply risk.

• Asset Management Consolidation: Oversaw the management of multiple operational liabilities (five managing agents, maintenance defects, Owners Corporation disputes) and prepared asset allocations (car parks/storage) to stabilize the portfolio prior to realisation.