Who we work with
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Savills Investment Strategy and Asset Management (ISAM)
Strategic Investment Advisory
Objective setting
Risk management and impact assessment
Our investment approach
In a fast-changing world, knowing what you are trying to achieve and why is almost more important than how and when. We can help you set your investment and wider objectives, then maximise your chances of achieving them in the most impactful way.
Managing risk is a core discipline. We seek to identify risks and opportunities in your portfolio, embedding ESG and sustainability considerations as part of our standard approach. We can also provide impact assessments that consider the financial, environmental and social benefits/disbenefits of an investment/asset management strategy or decision.
Megatrends ultimately lead to a real estate response, creating opportunities by driving demand towards or away from certain sectors. We combine this top-down analysis with a bottom-up assessment of asset-level fundamentals when evaluating an existing portfolio, asset or new acquisition.
Portfolio, estate and asset level evaluation
Acquisition and disposal strategy
Financial modelling
Our investment approach is supported by an evaluation framework that grades how aligned existing or new investments are with your strategic investment objectives. This leads to a decision-making process to either buy, invest further in the asset or sell.
We can review the liquidity of your portfolio and platform, including devising and executing a strategy for divesting from part or all of your portfolio, as well as capital recycling into new acquisitions. We work closely with our occupational and investment teams to support an acquisition or disposal strategy, which we will manage on your behalf.
The pace of change affecting real estate is faster than any of us have experienced in our lifetimes. Megatrends, including innovation, demographic change, and the climate and biodiversity crises, are having huge impacts on business and society. Real estate must rise to the challenge and adapt if it is to thrive. Now more than ever, passive ownership isn’t enough. With these challenges come rich opportunities. We’re here to help you seize them. Our team of specialist generalists know how to assess both the minute details and the big picture – drawing threads together across blurring sector lines to translate an increasingly specialist output into strategic, actionable advice for you and your investments. Whether you're optimising an existing portfolio or building a new one from scratch, we’ll help you deliver your investment and wider objectives – combining the full spectrum of Savills service capabilities from the commercial, residential and rural environments to bring you the best insights and results.
Investment Strategy & Asset Management
Technical & ESG due diligence
Assessing current and future technical risks and identifying solutions relating to investment fundamentals, occupier requirements and legislation - on both standing assets and new developments.
How we can help
Where we are
Why Savills
GreenFiT
Our advice is always backed up by the numbers. We create bespoke and dynamic asset or portfolio-level cash flow models to anticipate returns, assess performance and enable scenario testing to inform your strategic decision-making.
We’ll work together to review and set objectives that will lead to the creation, revision, or confirmation of your investment strategy
Why Savills?
Meet the team
Strategic Asset Management
Performance monitoring and reporting
Business plan implementation
Value and liquidity improvement
Business plan creation
Risk management and sustainability
Portfolio review
We’ll monitor and report on performance at an asset and portfolio level, integrating financial metrics with other key performance indicators. This will feed back into the asset management process to ensure you keep meeting your objectives.
Having agreed the plan together, we can put it into action. We'll bring in the right specialists where necessary, including lease advisory, agency, planning, building consultancy and sustainability services.
We constantly look for opportunities to add value to your assets, aligned with your appetite for risk and desire for liquidity. This ranges from income enhancement through lease events, to refurbishment, repositioning and redevelopment.
Maximising the performance of an asset requires a strategic plan. We create fully budgeted asset-level business plans that seek to capture an asset’s full potential.
We proactively pre-empt and mitigate risk in your portfolio. For example, as asset owners and businesses seek to decarbonise to meet net-zero commitments, greater scrutiny will be placed on emissions and energy performance. With forthcoming legislation, having a plan to decarbonise is a clear priority.
We'll undertake a review of your data to consolidate it into an easily auditable and user-friendly format – presenting a single source of truth. From this, we will perform detailed portfolio analysis, which enables the development of your business plan.
Working together to realise your objectives, we can help you execute your investment strategy through strategic asset management.
Maximise the performance of your portfolio with expert advice on multi-sector strategy and execution.
ISAM sits at the nexus between Strategic Investment Advisory and Strategic Asset Management, allowing you to seamlessly access the best knowledge from both areas of expertise.
We can offer a fully integrated approach across the two areas. However, if you do not require both strands, we can create a bespoke, modular service to suit your exact needs.
who we work with
Trusted by our clients
We successfully project managed pre and post contract phases of the scheme, which completed in October 2023. The building now has extensive on-site renewable energy generation and uses a mixed mode ventilation and cooling strategy, meaning that openable windows allow the air conditioning to be turned off when external conditions allow. BREEAM Excellent is targeted and the scheme has achieved a NABERS rating of 5.5 stars. Embodied carbon was reduced resulting in a 31% saving compared to a new build and EPC rating was improved hugely from an E to A. This has both future-proofed the building and enabled the client to target a level of office HQ rents comparable to a new build.
We collaborated with teams across the business, from engineering design to carbon consultants, to project manage the process of assessing multiple options for the building, ranging from an internal only retrofit, a back to frame retrofit, vertical extension and a new build redevelopment of the site. We carried out extensive project feasibility, Net Zero Carbon Advisory (NZCA) & NABERS operational energy use verification, and project managed the back-to-frame retrofit with vertical extension. The NIA was increased from 14,500 sq ft to 23,000 sq ft with the addition of a new terrace and improved end-of-trip facilities. This solution was shown to reduce the embodied carbon by 31% over a new build alternative with the retention of the foundations and frame. The single stage design and build procurement route was made possible through Savills local market knowledge and has ensured the most balanced approach to cost, quality, time and risk.
The landlord wanted to future proof this single-let business park office asset, originally built in the 1990s.
The Challenge
Results
Our Solution
B100, Bourne
Our team successfully managed the delivery of a complex multidisciplinary instruction of varying interlinking services to meet the client’s objectives. With the proposed interventions, the EPC rating is expected to improve from a C to an A rating.
We produced a Net Zero Carbon Audit (NZCA) report to empower our client with insight into the technical performance of the building. This demonstrated EPC improvement potential and associated costs, as well as the current carbon performance and reduction potential along with advice on engineering plant replacement works, building upgrades and refurbishments. Following a detailed project feasibility and in agreement with the client, we are currently seeking planning consent for what will be the largest solar panel PV (4,000 sq m) city installation.
The landlord wanted to enhance this asset’s value in order to retain tenants and as part of a wider portfolio alignment. The challenge was to keep the building competitive within the leasing market, whilst ensuring that it continued to perform at a good specification.
Cannon Place, London
We successfully project managed the pre and post contract phases of the scheme, which completed in Q2 2024. The re-cladding of the façade visually repositioned the building in the market place, whilst also ensuring reduced solar gain and improved air tightness. The works resulted in a 4 million kg CO2e saving of embodied carbon compared to a new build version over the lifetime of the asset and an estimated 70% reduction in operational energy. In addition to achieving an EPC A and NABERS 5-star rating, the building also attained an ‘Outstanding’ BREEAM Design Stage rating, being ranked in the top 1% and one of first retrofits in Manchester to achieve this. It now meets the needs of the modern occupier with a focus on flexibility, staff wellness and comfort and is designed to meet the ESG requirements of institutional investors, maximising value.
We carried out extensive project feasibility, Net Zero Carbon Advisory (NZCA), Whole Life Carbon Assessment (WLCA) and NABERS UK Design for Performance (DfP) verification. Empowered with the relevant data and information we mapped out the best solution, which was a back-to-frame retrofit that included an additional two floors, partially infilled atrium, reconfigured core and re-clad (resulting in the NIA being increased from 72,000 sq ft to 105,000 sq ft), and project managed the building redevelopment.
The landlord wanted to future proof this 72,000 sq ft prime office building, built in 2001, which had an EPC D rating and dated 1990’s appearance with a large atrium and inefficient core. The challenge was to maximise the value of the asset whilst also meeting the client’s environmental and social performance aspirations.
Havelock, Manchester
NEXT PAGE
our solution.
Your challenge:
Mark Farrow, Director of Strategy & Planning, Places for London
As our Strategic Real Estate Partner, Savills provide us with best-in-class advice informed by their deep market understanding and experience in portfolio strategies. Our access to the full breadth of their multidisciplinary offering means we can tap into the relevant expertise across all sectors, for both our existing portfolio and our portfolio of the future. We benefit from their profound understanding of our organisation and value the challenges they present back to us to help us progress. We look forward to continuing our next phase of growth with Savills alongside us as our trusted advisor."
Our experts produced detailed reviews of 16 assets, including strategic asset management interventions – and suggested three options for divestment programmes. This helped the client navigate their internal governance processes. The client is following our recommendations and we’re preparing the first portfolio tranche for sale.
We provided an in-depth report, evaluating the current performance of each of the assets in the context of the market. This looked at opportunities to add value in advance of any disposal, as well as devising the most value-accretive disposal programme across the portfolio.
Our client needed to investigate ways to raise capital through a strategic review of their PRS portfolio.
Housing Association (PRS Strategy)
Case Study 03
The team delivered a detailed overview of the estate’s performance to date, accompanied by SWOT analysis, which defined areas of strength and opportunity while highlighting potential market condition and legislative threats. The financial model we created also helped to inform decision making on how developments will contribute to the overall estate and portfolio returns. Our recommendations on asset management initiatives and potential disposals, if needed, were presented as options at both asset and portfolio levels.
Our ISAM team reviewed the estate, including historical performance and investment return drivers, providing findings in report form. The proposed investment strategy included an outlook on prospects and associated risks, addressing any upcoming changes in legislation and potential impacts of these changes on the estate. The team created a bespoke, multi-functional and dynamic financial model for the entire estate. The cross-sector model incorporates all properties within the estate and models income streams from the ground rent sub-portfolio, including five development appraisals. The model allows Wellcome to run scenarios, flexing assumptions and development appraisals, while showing impacts on returns over a set hold period at sub estate and portfolio level.
The Wellcome Trust needed an updated investment strategy for their South Kensington Estate. The vision was to create an investment strategy that informed top-down recommendations on asset-level decisions.
The Wellcome Trust (South Kensington Estate)
Case Study 02
Our long-standing collaboration with Places for London exemplifies the strength of strategic partnership in action. We played a pivotal role in securing Grainger as a Build to Rent (BtR) partner to form Connected Living London. As their trusted Strategic Real Estate Partner, we continue to work closely with their senior leadership to shape and implement a forward-looking investment strategy. Our support spans the development of a strategic impact framework, liquidity planning, insights and research and much more besides. What sets us apart is not just our market intelligence and strategic expertise, but our deep understanding of their business, built through years of close collaboration. This enables us to deliver insights that are not only relevant and actionable, but also tailored to their evolving needs.
We began by developing a compelling business case that showcased how Transport for London (TfL) could unlock long-term income and create vibrant new neighbourhoods by leveraging its unique and extensive asset base. This strategic vision laid the foundation for the creation of Connected Living London, TfL’s Build to Rent (BtR) partnership. Working closely with TfL’s property company — now known as Places for London — we helped shape their first investment strategy and business plan. This included in-depth market research, portfolio analysis, and competitor benchmarking to define clear investment objectives, return targets, portfolio composition, operating margins, and financing metrics. Our work supported their transition into a wholly arms-length subsidiary of TfL. We also designed and continue to deliver their Capital Receipts Programme, enabling the rationalisation of their estate and the reinvestment of capital into future portfolio growth. In 2024, we were proud to be appointed as Places for London’s strategic Real Estate Partner. In this role, we provide trusted, ongoing advice across all levels—from platform to portfolio to individual assets—helping to refine and deliver their long-term strategy.
TfL recognised the potential to further optimise their property portfolio and build upon the strategic work already undertaken internally to support the transport business’s need for increased revenue inflows. To achieve this, they sought Savills' advisory services, and we have been advising TfL for over a decade. Places for London, their now wholly-owned property business, has ambitions to deliver a significant pipeline of new homes as well as provide robust returns and grow long term asset value.
Places for London (TFL)
Case Study 01
meet the team
how we can help
The College gained a clear understanding of which assets were strategically important and which could be divested. For retained assets, a tailored strategy was developed to optimise returns while minimising unnecessary complexity and resource drain. ISAM and Savills Rural & Projects are now actively managing the disposal of non-core assets, ensuring alignment with the College’s investment priorities and a pragmatic balance between financial impact and delivery effort.
ISAM conducted a thorough review of the College’s investment objectives and assessed how each rural asset contributed to these goals. This involved: Portfolio Alignment Analysis: Evaluating how the rural holdings fit within the broader investment strategy, including their relative efficiency in delivering returns versus the risk and operational effort involved. Financial Modelling: Assessing the returns profile of each asset, incorporating diverse revenue streams such as agriculture, strategic land, tenure reversion, minerals, renewable energy, and natural capital, while factoring in the resource burden and delivery risk associated with each. Sensitivity Testing: Running scenario analyses to understand how changes in market conditions could impact asset performance, especially in relation to the College’s appetite for risk and the practicalities of implementation.
The College sought to gain clarity on the strategic value of its rural property portfolio. The objective was to distinguish between core and non-core assets to better align with the College’s long-term investment goals. A key consideration was how each asset balanced financial contribution and strategic potential against risk, the time, complexity, and resource intensity required to unlock that value.
College Endowment (Cambridge)
Case Study 04
Get in touch
Steve Page
Head of GreenFiT
Matthew King
M&E Lead
Matthew is a specialist in Building Services design and highly skilled in assisting clients achieve sustainable solutions. With vast project experience and a collaborative approach, he utilises exceptional communication skills and creativity to exceed client expectations. He specialises in low energy design, actively advancing design and innovation. Dedicated to delivering best-in-class solutions, Matthew empowers you to overcome challenges and make informed client decisions.
matthew king
Design Director
matthew.e.king@savills.com
07811783878
Specialising in technical due diligence, technical asset management and development instructions across the UK and Europe. Steve can offer his extensive knowledge on single commercial property assets or extensive portfolio assignments. With experience acting on behalf of owners and occupiers his commercial acumen and real estate experience provides for strategic solutions to complex situations. He’s known for his uncompromising eye for detail and seamless collaboration – delivering you technical insights and strategic advice to help you make informed decisions.
Director
spage@savills.com
07870555895
where we are
Robert Godfrey
UK Board Director - Head of ISAM
National presence, local expertise
Savills ISAM is your gateway to the full spectrum of our nationwide services. Wherever you are within the UK, we’ll make sure that all strategic projects benefit from the best of our expertise in those markets. To achieve your objectives, our team of experts will be tailored to your exact needs and aspirations.
300+
Services are available across the residential, commercial and rural sectors
136
Office locations across UK and Ireland
glasgow
edinburgh
aberdeen
newcastle
leeds
manchester
birmingham
cambridge
oxford
london
cardiff
bristol
southampton
ireland
Henry Godsal
Harriet Caddick
Mathew Patey
Nicholas Rees
Ed Fielding
Toby Hiram
Associate
Max Rushent
Senior Associate
Henry is a Director in the Cambridge office and is part of the Investment Strategy & Asset Management (ISAM) Sector Group. Whilst having an investment background, Henry now works in a cross-disciplinary role helping a range of landowners and investors to formulate and execute strategies and business plans for their commercial property portfolios. Clients include Cambridge Colleges; Local Authorities; Family Offices; Property Companies and High Net Worth Individuals.
HENRY GODSAL
henry.godsal@savills.com
07870 555895
Robert leads the ISAM Sector Group and is a specialist generalist with 30 years’ experience covering commercial, residential and rural sectors. With a capital markets and sustainability background, Robert has set and implemented investment and asset management strategies as both an advisor at Savills and as a principal at Oxford University Endowment Management and Savills Investment Management. Clients include endowments, foundations, colleges, charities, investment managers, landed and great estates.
robert.godfrey@savills.com
07815 025827
Harriet has a long track record of delivering on portfolio instructions for clients looking to realise value, in particular where there are complex or unusual challenges. With a depth of experience across both commercial and living asset classes, she regularly reviews portfolios, writes investment strategies and delivers on them through managing complex asset management instructions, providing end-to-end assistance for investor clients.
HARRIET CADDICK
hcaddick@savills.com
07807 999914
Ed focuses on providing private sector and landed estate clients with asset management, agency, valuation, leasehold enfranchisement and development consultancy advice in relation to mixed-use property portfolios and individual holdings. His role involves setting strategy, identifying and implementing development opportunities, income maximisation, change of use, acquisition and disposal as well as improving gross to net income.
ed fielding
efielding@savills.com
07799 881493
Nick acts for Oxbridge colleges, property companies, banks and trusts with over £500m under direct strategic asset management control. He has a broad range of sector knowledge, including: prime institutional stock, strategic land, educational charities, core portfolio asset management work and investment acquisitions.
Nicholas rees
nfrees@savills.com
07967 555524
Mathew is an asset and investment management specialist. He mainly focuses on portfolio fund management for a range of national clients.
07807 999420
mpatey@savills.com
mathew patey
Max provides strategic consultancy to clients on their operational, cross-sector real estate portfolios. His specialisms include financial modelling, portfolio analysis and strategic investment and asset management consultancy. He has prior experience in the financial services, having worked for a global investment bank for five years. This wealth of experience enables Max to provide a holistic service to our clients, which is additive to their investment strategy and business plan execution.
07977 030124
max.rushent@savills.com
max rushent
Toby is a senior analyst who provides comprehensive advisory services for the development and execution strategies at the portfolio, estate and individual asset level, with a specialised focus on the rural sector. His expertise in natural capital and impact assessment enables him to deliver insightful and sustainable investment solutions. Toby collaborates with various teams and divisions, serving a diverse client base that includes investment managers, endowments, colleges, charities, family offices, landed estate businesses and public sector organisations.
07977 595075
toby.hiram@savills.com
toby hiram
*ISAM experts are located in London, Oxford & Cambridge
NICHOLAS REES
MAX RUSHENT
LIVERPOOL
savills 2025
why savills
Whether you're a corporate looking to expand, an investor seeking sustainably to optimise your portfolio or a family trying to find a new home, we bring a truly personal approach to every project, delivering best-in-class insights and advice to help you make better property decisions.
For over 160 years, we’ve been helping people thrive through places and spaces.
Making a positive impact is at the heart of our partnerships.
With more than 40,000 professionals dedicated to commercial and prime residential real estate across 70 countries, no matter where you are, we have the expertise to bring your vision to life.
From the way we advise you to the work we do directly, we’re committed to adding value while always honouring our responsibility to protect the environment, support local communities and foster an inclusive culture.
Be empowered with industry-leading research and insights so you can make decisions with confidence.
Research and insights
UK Cross Sector Outlook 2025
How are real estate investors are adapting to a more uncertain world?
Strategic Asset Management: a must for local authorities
How will the next stage of the real estate cycle unfold in 2025?
With the golden age for real estate investment passing with the previous cycle, investment need to adopt new approaches to secure the returns they're searching for.
Local authorities are huge owners of real estate: they own an astonishing variety and complexity of land and buildings.
Real Estate Insights Podcasts
Retrofit first or retrofit only?
EPC Factsheet for Offices
Manage risk, reduce running costs and improve long-term energy performance
Optimising Offices
Savills Optimising Offices helps you recognise and navigate the challenges within the office market, enabling you to protect and enhance the value of your office assets.
