Asset Health: 10-Year Strategic Roadmap for c.$2bn Public Portfolio 

The Challenge: Large public portfolios often lack a unified view of "Asset Health," leading to misaligned capital spend and reactive management. The Council required a data-driven framework to prioritise investment, disposal, and redevelopment and inform a 10-year property roadmap horizon.

Our Intervention: Converting complex datasets into strategic decision infrastructure We developed a bespoke Portfolio Roadmap that integrated disparate data points into a single decision-enabling guide. This shifted the perception of portfolio management from a maintenance-focused cost centre to a strategy-led function, to inform policy delivery.

Our achievements:

  • Multi-Factor Health Audit: Established a comprehensive "Asset Health" dataset, weighting physical condition against functional use, environmental/climate change risk, and shifting political priorities.

  • Asset Visualisation Platform: Created a Power BI platform to visually present the GIS based dataset to visualise the data in a digestible manner.

  • Strategic Categorisation: Classified every asset into a clear action-oriented guide: buy, sell, hold, re-lease, or upgrade / develop, providing clarity for the Council’s long-term financial plan.

  • Future-Proofing: Integrated climate change risk assessments directly into the property strategy, ensuring long-term capital resilience.

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Strategic Portfolio Intervention: Activating Passive Capital for HNW Family Office