Portfolio Disposition

Corporate Services

Stay Ahead of Portfolio Shifts with the Best Portfolio Disposition Platform

Throughout a retail company’s life span, it experiences many shifts in its real estate portfolio. Significant changes in a retailer’s portfolio can be a result of shifts in trade areas, a change in location strategy, an emphasis on a new concept, a need to grow or shrink the size of an existing concept, or a merger or acquisition. Any of these situations demands that the retailer respond quickly with a detailed plan of action to market and dispose of large numbers of sites. Retailers must have access to a large pool of potential users and buyers and the ability to create and deploy effective marketing materials in order to divest of properties in bulk or as single units.

SRS supports clients that have larger portfolios of dispersed surplus properties by eliminating portfolio lease obligations through subleases and terminations and eliminating owned properties through sales. SRS deploys a single point-of-contact and a multi-channel portfolio disposition strategy that delivers quick results and significantly reduces balance sheet carrying costs.

Dedication and Skill Make SRS the Best Choice for Portfolio Disposition

SRS starts each assignment with a single point of contact and core team of dedicated disposition transaction managers to identify best in class local brokers in each market. Local brokers along with the project team perform in-depth valuations and devise a unique strategy for each location assigned.

SRS implements a three-pronged marketing strategy for the entire portfolio. The first is standard marketing at the local level. The next is to focus on individual retailers who may have an interest in several locations within the portfolio on a bulk basis. The third is to create opportunities to sell leasehold interests or owned properties to investors as a financial transaction.

SRS has disposed of more than $5.8 billion in real estate obligations for our portfolio disposition clients. Since 2000, SRS has disposed of more than 1,200 locations and saved $575 million in future carrying costs for a single client.

Highlights of Our Portfolio Disposition Platform:

  • Dedicated core team of disposition experts to lead the project and manage transactions
  • Industry leading research platform powered by Esri
  • Sophisticated valuation and location strategy advice
  • Expert retailer void analysis to identify optimum users and buyers
  • Best-in-class retail listing engine allows us to deliver unmatched speed-to-market while still having customized, beautiful marketing packages
  • Listing syndication to third-party listing sites
  • Highly curated and targeted e-marketing database
  • Creative deal structuring to get to “yes”

 

Leadership

Steve Dawkins

Chief Operating Officer

D: 214.560.3150


Featured Case Studies

Target Realizes Savings of $388 Million Through Portfolio Disposition

Target Realizes Savings of $388 Million Through Portfolio Disposition

Managing a disposition strategy for an anchor client...

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