21/10/2024

  • As portfolio transactions become a critical part of business plans for housing associations for the upcoming financial year, many organisations are facing competing priorities. How do you balance your internal resources and plan effectively for a portfolio transaction? In our latest ‘Talking Heads’ episode, we cover some key points you need to know to prepare for successful portfolio transactions and how the level of due diligence and resourcing is similar to data capture required for secured funding transactions.

    Join us as we break down essential tips for navigating these complex processes, ensuring your team is equipped to handle the challenges of due diligence and resourcing.

    Key Topics Covered:

    • Early Preparation: Ensure your team has access to the required documents well ahead of time.
    • Streamline resources: Balance internal resources with external advisors and consultants for cost-effective solutions. When internal resources are stretched, bringing in external experts can expedite the process without significantly increasing costs.
    • Align teams: Ensure all teams are aligned with expectations and timelines to avoid bottlenecks.
    • Focus on key documents: Prioritise locating critical documents such as leases, tenancy agreements, planning permissions and operational documents.
    • Learn More & Connect With Us: Housing & Regeneration or RESAM

    For more information on Bevan Brittan and RESAM’s expertise in affordable housing transactions, visit the links to our websites above. If you have any questions or need support with portfolio transactions, property charging, or resourcing, feel free to get in touch.

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