The charity relies on income generated from its commercial and residential property portfolio to fund its long-term charitable objectives. The Trustees wanted experienced advisers who could maximise rental income, manage the portfolio efficiently and ensure residents continued to receive a high standard of accommodation.

Alongside managing a diverse portfolio of shops, offices, houses, flats and almshouses, they required a trusted partner to act as Clerk to the Trustees, strengthen governance and provide practical day-to-day management across the property portfolio.

Our Approach

Working alongside the Trustees, Rosehill Advisors acts as both Clerk to the Trustees and managing agent, providing strategic oversight and day-to-day management across the charity’s property portfolio.

Our role extends beyond managing properties. We oversee the commercial portfolio to maximise rental income and safeguard the charity’s primary source of funding, while managing residential properties and almshouses, coordinating maintenance programmes and supporting residents through regular visits and practical services, including gardening, lifeline monitoring and TV licensing.

We also continue to improve the long-term performance of the portfolio, delivering investment programmes that include modern insulation and air source heat pump installations to improve energy efficiency, reduce running costs and enhance the quality of the accommodation.

Outcome

Rosehill Advisors continues to provide strategic estate and property management that safeguards the charity’s primary income stream, ensuring the portfolio remains financially sustainable, well maintained and continues to generate the income needed to support the charity’s long-term mission.