Residential portfolio valuations
Residential portfolio valuations across London & the South East
A portfolio valuation is a set of RICS Red Book valuations covering several properties at once, prepared to a single consistent standard — for tax, leasehold, estate planning, restructuring or a separation. Because we have a large, diverse team of RICS Registered Valuers, we can often value an entire portfolio.
"Whether you're managing, refinancing or planning, our portfolio valuations give you clear, consistent insight across every property — tailored to whatever you need them for."
Every valuation is carried out by an RICS Registered Valuer to the RICS Red Book, with a named point of contact on larger instructions.
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What is a residential portfolio valuation?
It is a single, coordinated instruction to value multiple residential properties — anything from a handful of flats to a large holding spread across London and surrounding areas — each valued to the RICS Red Book and reported to one consistent standard.
Landlords, trustees, executors, companies and families hold property for very different reasons, so portfolio valuations are needed for very different purposes. The figures and the basis of valuation can vary depending on why you need them — which is why it helps to tell us the purpose at the outset, so the report is fit for it.
Why might you need a portfolio valuation?
These are the most common reasons clients come to us. Each links through to more detail on that service.
Capital Gains Tax →
Current or historic market values to calculate the gain when selling or transferring properties from the portfolio.
Inheritance Tax & probate →
Date-of-death valuations across an estate's properties for HMRC and for the grant of probate.
Lease extensions →
Premium assessments where several flats in the portfolio need their leases extended — done together, consistently.
Section 5 & freehold sales →
Valuing freehold reversions for right-of-first-refusal (Section 5) offers to leaseholders, or for enfranchisement.
Estate & asset management
A consistent set of values to decide which properties to retain, sell or improve, and to support your annual accounts.
Transfers between connected parties →
Independent market values when moving property between family members, companies or linked parties — often for tax restructuring.
Matrimonial & separation
Valuations across jointly held property on divorce or separation. We provide matrimonial valuations for negotiation or mediation, and court-compliant expert witness reports where the matter is before the court.
Why our size and range matter for a portfolio
This is where a portfolio valuation differs from a single instruction. Many firms can only take on the properties that suit their patch or their specialism, then hand the rest back to you to place elsewhere — leaving you to manage several surveyors, several timelines and several reporting styles.
Takes a few, passes on the rest
Covers the properties within its area and property types, and returns the others — so you coordinate multiple providers and end up with inconsistent reports.
Takes the whole portfolio
Our large, diverse team of RICS Registered Valuers covers a wide geographical reach and a broad range of property and valuation types — so we can often value the entire portfolio, to one consistent standard, under one instruction.
One named contact, however large the job
Where several of our valuers are working on a larger instruction, you won't be passed around. One named main contact project-manages the whole relationship — coordinating the team, keeping you updated, and making sure every property is valued consistently and the reports are delivered as a coordinated, consistent set.
Red Book valuations you can rely on
Every valuation in your portfolio is prepared by an RICS Registered Valuer in accordance with the RICS Valuation – Global Standards (the "Red Book"). That means a consistent, recognised and defensible basis of value across every property — exactly what HMRC, lenders, the courts, trustees and your accountant expect to see.
Reporting to a single Red Book standard across the whole portfolio also makes the figures genuinely comparable, so you can plan, restructure and make decisions with confidence.
- All RICS Registered Valuers
- Full RICS Red Book compliance
- Consistent basis across every property
- Wide geographical reach
- Broad range of property types
- Named contact on larger jobs
How it works
Tell us about the portfolio
Tell us about each property — how many bedrooms and the property type (for example a semi-detached house, a flat or a maisonette) — and what the valuations are for. We'll confirm scope, basis of value and a fee in writing.
We assign the team and a named contact
On larger instructions we allocate the right valuers across the portfolio and give you one main contact to manage it all.
We inspect and value
Our RICS Registered Valuers inspect the properties and gather the evidence needed to support each opinion of value.
You receive one report per property
You receive a separate Red Book report for each property, all prepared to a single consistent standard across the portfolio and ready for your purpose.
Fees for portfolio valuations
Because portfolios vary so much — in the number of properties, their type, location and the purpose of the valuation — we don't publish a fixed price. We always confirm a clear fee in writing before you commit.
We discount our fees for multiple instructions — the more properties we value together, the better the per-property rate.
And for large portfolios we're happy to stagger our invoicing, so the cost is spread sensibly rather than landing all at once.
Portfolio valuation FAQs
What is a residential portfolio valuation?
It is a single instruction to value several residential properties at once, each prepared by an RICS Registered Valuer to the RICS Red Book and reported to one consistent standard. It can cover anything from a few flats to a large holding spread across London and surrounding areas.
Why might I need one?
Common reasons include Capital Gains Tax, Inheritance Tax and probate, extending the leases on several flats, Section 5 or freehold sales, estate and asset management decisions, transfers between connected parties, and matrimonial or separation matters. The right basis of value depends on the purpose, so it helps to tell us why you need it.
Can you value an entire portfolio across different areas and property types?
Yes. We have a large, diverse team of RICS Registered Valuers covering a wide geographical reach and a broad range of property types, so we can often take on a whole portfolio rather than valuing only part of it and passing the rest on. That gives you one provider and one consistent set of reports.
Will I have one point of contact?
Yes. Where several of our valuers are working on a larger instruction, one named main contact project-manages the relationship — coordinating the team, keeping you updated and making sure the reporting comes together consistently.
Are your portfolio valuations Red Book compliant?
Yes. Every valuation is carried out by an RICS Registered Valuer in accordance with the RICS Valuation – Global Standards (the "Red Book"), giving you a consistent, recognised and defensible basis of value across every property in the portfolio.
Can you provide historic or retrospective valuations?
Yes. Portfolio valuations for Capital Gains Tax or probate often need values as at a past date, such as the date of acquisition or the date of death. We can provide retrospective valuations to the Red Book for these purposes.
How much does a portfolio valuation cost?
Fees vary too much to publish a single figure, because they depend on the number of properties, their type and location, and the purpose of the valuation. We always confirm a clear fee in writing first. We discount our fees for multiple instructions, and for large portfolios we're happy to stagger our invoicing so the cost is spread sensibly.
How long does it take?
Timing depends on the size of the portfolio and access to the properties. Once instructed we move quickly, and on larger instructions your named contact will agree a realistic timetable with you and keep it on track.