Client:
UK-based real estate investment manager (project anonymised)
Context:
The client was exploring the feasibility of establishing an in-house Property and Facilities Management capability and needed to rapidly articulate a credible, well-structured proposition for investor and fund manager discussions. The requirement was time-sensitive, with limited opportunity for lengthy discovery.
Scope
A short, high-intensity engagement designed to support pitch preparation and strategic clarity, including:
​
-
Clarifying the strategic rationale for an in-house PM/FM model
-
Outlining viable operating model options (in-house, outsourced, hybrid)
-
Defining a clear Target Operating Model concept
-
Developing a high-level implementation roadmap
-
Producing concise, investor-ready presentation materials
Approach
The work was delivered collaboratively with senior stakeholders, combining sector benchmarking, governance insight, and practical operating experience. The focus was on clarity, credibility, and pace - translating complex operational considerations into a compelling and accessible narrative suitable for external audiences.
​​
​
​​​​​​
​
Outcome
The client was equipped with a clear, professional proposition that:
​
-
Strengthened confidence in the in-house PM/FM strategy
-
Provided a structured and defensible operating model narrative
-
Supported high-quality investor and fund manager discussions
-
Created a clear foundation for potential subsequent delivery phases
​​
​
​​
​

