Investment Advisory
Rigorous assessment of asset quality, value trajectory and structural position for clients whose capital requires considered judgement rather than market exposure.
Capital That Holds
Our advisory begins with a single question: will this asset hold its value through conditions we cannot predict? The answer must hold across cycles and transitions, through the decades that determine whether a judgement was sound.
Our advisory is shaped around individual mandates, not general research. We work to defined objectives, assessing opportunities only where the underlying case warrants serious consideration of capital.
Four Criteria
Every asset we assess is evaluated against four criteria that, in our experience, determine whether a judgment about value will prove correct over time.
The address must be defensible regardless of what the market does. Location is the single variable that cannot be corrected post-acquisition. We assess the long-term trajectory of the address, not only its current standing.
We assess both legal and physical integrity. Clean tenure documentation, maintained building fabric, no encumbrances and no unresolved disputes. Structural weakness discovered after acquisition cannot be negotiated away. It is a permanent reduction in value.
Where applicable, we assess realistic yield under institutional-grade tenancy assumptions, not optimistic projections. We model conservative scenarios and assess income resilience across different occupancy conditions.
The asset must be transferable to a qualified buyer within a reasonable timeframe at a price close to assessed value. Illiquidity is a risk that is rarely modelled correctly at the point of acquisition. We model it carefully.
What We Cover
Pre-commitment underwriting and structured due diligence before capital is deployed.
Strategic assessment of existing holdings, including positioning, holding rationale and long-term composition.
Market context and comparable evidence across Kenya's prime residential and commercial addresses.
Long-term holding strategy reviewed against market conditions, with considered timing and execution of an eventual exit.