Our Services

OUR INVESTMENT MANAGEMENT SERVICES

INVESTMENT MANAGEMENT

 

Investing

  • Strategy & portfolio construction
  • Transaction management – acquisitions and disposals
  • Advisory & due diligence
  • Managing external consultants

 

Holding structure

  • Identification and establishment of optimal investment structure
  • Assist with complying MIT structure
  • Management of all entity level tax and accounting requirements

 

Debt

  • Structuring
  • Sourcing
  • Management and compliance

 

Fund Reporting

 

Legal & compliance

  • AFSL compliance
  • MIT compliance and regulations
  • ASIC & FIRB regulations

ASSET & PROPERTY MANAGEMENT

 

Property

  • Tenant management and engagement
  • Lease administration and arrears control
  • Leasing current and future vacancies
  • Facilities and operational management

 

Value-add & development management

  • Capital works & refurbishment programs
  • Project and development management
  • Planning, rezoning, and DA process

 

Financial management

  • Asset strategy
  • Budgeting and forecasting income and expenditure
  • Benchmarking

 

Investment & Asset level Reporting

 

Legal & compliance

  • Monitoring of laws affecting tenancies and properties
  • Management and negotiation of lease and service provider contracts

OUR ADVISORY SERVICES

ADVISORY

 

Investing

  • Fund & Product development (core and alternative real estate sectors)
  • Asset & portfolio due diligence services
  • Financial modelling and underwriting
  • Feasibility analysis
  • Capital Raising

 

Development

  • Advice on Fund Through transactions
  • Partnering with relevant sector development experts

 

DA and Planning

  • Advice on development planning and rezoning
  • Lodging and managing Development Applications
  • Feasibility studies

 

Market Research & Analysis

  • Expertise in core and alternative sectors, including health and data centres
  • Policy advice to the likes of the Property Council of Aust, and all levels of government

 

Real Estate & Demographic Data

  • Historical investment return profiles; income, capital and total returns
  • Market indicators and data time series (core and alternative sectors for Australia & NZ)

Our Investment Process

sourcing-opportunities

Sourcing Opportunities

 

We have an intensive deal sourcing network across listed and unlisted real estate investors, corporate and pension fund institutions, HNWI’s, investment banks and real estate agents. It is through this network that we are able to provide a significant number of opportunities that meet the investment criteria.

analysing

Analysing

 

We undertake extensive analysis as both the property and entity level to ensure every opportunity is fully understood before and after tax, with and without debt. This includes assumptions for both likely and downside outcomes.

due-diligence

Due Diligence & Execution

 

We carry out detailed due diligence on all matters that affect the investment, including titles, tenants, leases, buildings, zoning, environmental issues, maintenance contracts, capital expenditure programs, tax and sales contracts.

management

Management

 

Once acquired we then undertake the property and asset management to market leading standards. This includes rent collection and capital expenditure programs through to tax returns and entity level reporting.

sale

Sale

 

Having carried out the investment strategy we then look to sell the asset. We do this by first identifying the optimal time to sell and the best approach to sell. Thereafter we carry out the sale to ensure we obtain the very best possible price with the best sales conditions.

Objective Oriented

Expect More

Sumner Capital was established in 2008 to deliver differently – to provide a highly personalised investment service to meet the requirements of sophisticated high net worth and institutional investors who require a focused manager and tailored solutions.

Our Investment Process

Sourcing Opportunities

We have intensive deal sourcing network across listed and unlisted real estate investors, corporate and pension fund institutions, HNWI's, investment banks and real estate agents. It is through this network that we are able to provide a significant number of opportunities that meet the investment criteria.

Analysing

We have intensive deal sourcing network across listed and unlisted real estate investors, corporate and pension fund institutions, HNWI's, investment banks and real estate agents. It is through this network that we are able to provide a significant number of opportunities that meet the investment criteria.

Due Diligence & Execution

We carry out detailed due diligence on all matters that affect the investment, including titles, tenants, leases, buildings, zoning, environmental issues, maintenance contracts, capital expenditure programs, tax and sales contracts.

Management

Once acquired we then undertake the property and asset management to market leading standards. This includes rent collection and capital expenditure programs through to tax returns and entity level reporting.

Sale

Having carried out the investment strategy we then look to sell the asset. We do this by first identifying the optimal time to sell and the best approach to sell. Thereafter we carry out the sale to ensure we obtain the very best possible price with the best sales conditions.