Areas of Expertise

A TRUSTED ADVISOR

Our area of excellence is complex transactions that require dedicated attention by experienced advisors, generally for significant periods of time.
Key to good advice is the ability to transform complex requirements into simple, effective solutions that meet our clients’ needs.
We are focused solely on advisory, are committed to our clients and do not delegate management of transactions to junior executives.

STRATEGIC ADVISORY

Heritage Property Partners provides in-depth market intelligence to drive property strategies from project inception through to delivery and end sale or use. Our focus is always to represent our client’s interest and navigate through the intricacies of the property lifecycle. Changing economic conditions and priorities often mean that property becomes misaligned with strategic business objectives.

Our expertise assists clients ranging from global investment and major Australian banks, professional services firms, and corporations to high net-worth individuals, developers, family offices and not-for-profit organisations.

We often also provide advice on a case-by-case basis including:

  • Highest and best use analysis
  • Asset due diligence
  • Feasibility modelling
  • Third-party valuation reviews
  • Risk assessments
  • Market and product research
  • Asset or portfolio reviews
  • Project funding (equity and debt) option analysis
  • Stakeholder advisory and management
 

DEBT & EQUITY CAPITAL RAISING

Heritage Property Partners is an independent provider of financial solutions and strategic advice to Australia’s leading real estate investors, developers and family offices. Heritage Property Partners has the experience and understanding to structure and raise requisite funding requirements in an efficient manner, namely:

  • Senior debt
  • Senior stretched debt
  • Mezzanine debt
  • Preferred Equity
  • Equity and Structured Joint Venture (JV) Partnerships

Our executives have participated in capital raisings on projects with end values totalling more than $5bn. Our active and constant participation in capital raisings provides invaluable insight into the appetite and criteria of both institutional and private capital sources, within Australia and offshore. The breadth and diversity of our experience has given us an unrivalled ability to create capital solutions for our clients.

 

ACQUISITIONS & DIVESTMENTS

Whether you are acquiring or divesting the investment is substantial and requires comprehensive due diligence and rigorous analysis, proper advice and strategic negotiations. Real estate is a matter of trust. Heritage Property Partners will handle your real estate transaction with competence and discretion.

As the experienced partner in transactions with commercial property we can be trusted to add value to each individual case and we know how to stay focused and create transaction transparency. We are proven negotiators and have completed more than $10bn of transactions across all real estate sectors.

Paramount to the value optimisation of a sale is the decision of whether to sell via an agency arrangement, as a structured process or as an off-market deal. No matter the solution chosen we have the competencies to complete the transaction with the highest level of understanding for the process and with a service level exceeding usual market practices.

With our commercial approach and a focus on successful results we professionally execute transactions in close co-operation with our clients and partners.

TENANT ADVISORY & REPRESENTATION

Our tenant advisory offering guides tenants to identify and align their real estate requirements with their strategic business, financial, and operational objectives. Whether we are providing clients with renewal, relocation, or consolidation services, Heritage Property Partners is distinguished by our in-depth understanding of market dynamics, combined with strategic problem-solving abilities.

Tenant advisory and representation incorporates strategy development, own-versus-lease analysis, market analysis and approach, and negotiations. By leveraging our capital advisory capabilities our clients benefit from in-depth financial analysis on their real cost of occupancy.

This integrated model ensures we are best positioned to provide you with the correct advice and often forms the basis of negotiations with landlords. We work with tenants around the world, meeting their requirements that span a single office or a global portfolio.

Our independence and focus on a “best-in-class” model allows us to extend our reach into local markets globally.