Portfolio Advisory
Advice across a Dubai property portfolio.
Fee-based advice on what to hold, buy, reposition or sell across a Dubai property portfolio.
WHAT THE REVIEW COVERS
Concentration
How much of the portfolio is tied to each community, building operator, property type and handover period.
Income
Rental income after service charges, management, vacancy and maintenance, so each property's actual return is clear.
Liquidity
How readily each property could be sold, the likely time required and the price adjustment a sale may need.
Pipeline exposure
New supply expected near your existing properties, and how it could affect rents, resale values and liquidity.
Exit timing
Which assets to hold, which to reposition, which to sell, and in what order.
FEES AND SCOPE
Portfolio Advisory is fee-based. The advice starts with the properties you hold and what you want the portfolio to achieve, not with properties Neo happens to have available.
Sometimes the recommendation is not to buy or sell. That remains a valid outcome of the work.
HOW THE WORK RUNS
01
Agree the scope
Define what the portfolio is for, the time horizon and any constraints.
02
Review the market
Assess the relevant parts of the market using current evidence.
03
Position review
Assess each existing property against the criteria above.
04
Recommendation
Set out what to hold, buy, reposition or sell, with the reasoning for each decision.
05
Execution
Where Neo also acts as broker on a resulting transaction, the brokerage remuneration and how it relates to the advisory fee are disclosed in advance.
06
Ongoing review
Ongoing reporting and periodic portfolio review.
WHO THIS IS FOR
Private clients and family offices that hold more than one Dubai property, or are preparing to build a portfolio.