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Management

The management of strategy, performance and the development programs of businesses.  

VIEWPOINT 101

portfolio optimization

A business with a healthy record, still stands as an entity with the potential to outperform stock markets, real estate and have the power to influence society and lead whole economies.

 

Businesses generate cash and sustain capital value. If you wish to seek and explore the potential of a business, a live and potentially growing asset, then consider the following;  

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  • The generation of cash flow: businesses with historic records have a diary of past and existing customers who appreciate the product, the service,  are immediate prospects for further business, referrals and cause for the consideration of potential. Taking on a business with existing customers can be extremely beneficial. The generation of cash is an essential element to growth and */-should be considered to be the oxygen of a business as it allows for the continued conduct of business whilst providing micro, self investing back into the business to generate growth. 

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  • Reduced risk: The bane of every investor, the killer of entrepreneurial or investor enthusiasm, is the presence, exposed or not, of risk. Existing businesses have proven the value and efficacy of a product or service, developing brand loyalty and potential. The investor needs to know that investing into a business, will provide returns and if a brand has history, it can be expected to continue to deliver performance. A start up business provides no guarantee and can never reflect the forthcoming risks.  External investors will seek CEO experience to ensure that sufficient business acumen exists to successfully operate the venture.

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  • The Winning formulas: One of the most valuable assets of an existing business is it's internal intelligence in marketing, client relations and production. Key questions such as how did it generate cash and increase market share. An established system, procedure means knowing what the business did to succeed, all it's IP on the product and service; reverse engineering to see the development methods used to create winning products and services. It's infrastructure is an established system of technology and hardware that demonstrates an active bypass of years and excessive financing of managing growth. A concept often missed by entrepreneurs is the dismissal in the potential savings related to growth management. But also seeing all of the internal workings of an organisation brings opportunities to spot weaknesses, inefficiencies, lack of foresight, insight and thus an opportunity to implement more advanced systems of organisational management. 

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  • Operational teams: The business exists because of IP and teams that are aware of it, proud of it and willing to see other publics benefit from that product or service. A positive, well developed and managed team will respect the company, add the extra mile and see to it that the company exceeds it's production targets and competition. A well managed team gets into the sport of business, rather than the enforced purposes. Such a team will be more valuable to the business than the dollar value invested in the business. To describe personnel as the company's biggest asset is not an exaggeration and to abuse the asset is what can develop into the company's biggest risk. 

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Xecology is interested in expanding the portfolio of the investor to include valuable businesses that are valuable to the public that use it; expanding the portfolio to generate a positive impact on economies and communities, delivering ultimately easy expansion, future potential, high volume cash and profits. 

target Strategy

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Target: Private companies that have the potential to fit with the wide and long term strategy.

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Transactional operations are kept off-market and confidential; there are no broad promotion of businesses or assets; clients are approached directly and in accordance to the requirements of the selling clientir specific requirements and their future aims, we author bespoke mandates to cover long term programs for their real estate portfolios.

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Investing Strategy

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Having observed multiple markets, having built an understanding of market behaviour; including the fundamental principles of the causes, effects and ideals in the market and economy, as well as related future risks, future opportunities; we're consulting on strategies to expand, enhance, strengthen and innovate on portfolios, based on their diversity and versatility, in respect to locations, industry, the economics, the inherent potential available to develop and results of assessments determining current levels of demand, diversity and quality.

listings MANAGEMENT 

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Chargeable Services

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We value our relationships and thus place our costs on the management of portfolios and successful completion of transactions; with focus aimed towards portfolio optimization and the retaining of quality assets, for the long term.

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Investment Consulting

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  • Is there an asset you would like to sell? Initiated by expert market appraisal. ​

  • Is there an asset you would like to purchase? Accompanied by effective, thorough and long term goal focused due diligence and analysis. 

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Open Market Transaction

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Open market transaction may only involve assets that could be earmarked to benefit from such a campaign where the opportunity to purchase as well as the asset credentials  could be more accessible but enquiries and negotiations will still be managed  with effective control, discretion to ensure that exposure is kept to a minimum as we ensure confidentiality agreements, as well as checks to qualify the buyer.

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Open market transactions for the buyer impose little disadvantage but the option provides the possibility of increased public competition for the asset and therefore more gains for the seller.  

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The open market transaction is funded by the seller, including advertising and Mountesque's agency fee of 1.85% plus value added tax.

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Off Market Transaction

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Off market transaction: providing benefit to both buyer and seller in the form of discretion, simplicity and better control for both parties but in order to achieve the success of an off-market transaction, precision marketing strategies are adopted by our team, to reach the correct buyer, with the correct asset from the in-market seller.

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We are taking instructions only from a buyer or seller but never both. The fee is payable by the party that has issued the instruction.

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Off market transaction costs: 2.5 %​

Macro and Micro Economic Factors

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The Fundamental analysis process is applied in the Senior Strategy of Micro Investing and incorporates the evaluation of all growth and risk factors that could potentially affect a targeted investment’s performance. For a corporation it includes it’s financial information, analysis of structure, organisational culture, statistical management, all forms of management information; administrative processes, level of public goodwill, innovation, research, Intel data bank, company executives, company officers, managers, staff morale, and competitive threats. The essential point is understand what are the growth drivers, how much momentum is left, is there potential to increase growth rates and what are the risks to growth.

 

Technical analysis is the analysis of asset performance within the market place for the last 5, 10, 15 and 20 years, covering a period of 3 real estate cycles, which have been argued to last for 7 years, without major upheavals in political and financial laws. Tax and social laws and impending major constitutional changes can disrupt a whole real estate period of 7 years.

 

Measuring and monitoring trends, including growth rates over long periods and comparing to current environment can demonstrate and indicate future potential in growth rates and their longevity.  Essentially, technical analysis observes and concludes on the trends of asset prices but Xecology will use a combination of both fundamental and technical analysis. We know what we are looking for in terms of potential and in assessing real values as we know how pricing dynamics work, how to control prices and values, systematically and ethically.

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Contrarian Investing

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Expect to find us fearful of certain areas of the market at certain times; we know where and how to drive Investing initiatives and more importantly, we have purpose, knowing what we are doing and why. Expect to find us not necessarily isolated but independent, not rebellious but certain with integrity, not opportunistic but strategic, never greedy but combining hard work with ethical standards.

 

In an industry where often information of various quality permeates all channels, we are cautious, logical but confident and certain about the information we use to formulate decisions. Looking outward, extrovertedly and looking in from an exterior viewpoint, we are our own counsels in understanding the market, predicting it and playing it. We monitor its behaviour and it’s potential; we are particularly wary when it operates beyond its potential and represents signs that signify participation by the masses for speculation of potential growth. We would undoubtedly research for emerging trends, seek opportunities elsewhere for the understanding of assets and markets is our specialty where we seek to find opportunities with unrealised and undeveloped potential resulting in sensible asset values, worthy of an investor’s attention and consideration. Our contrary behaviour demonstrates our independence, competence, integrity and advanced awareness.

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Dividend Investing

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Xecology’s strategies all focus on a combination that will include capital growth and a healthy return by way of income. Ideal Portfolio management seeks to take full advantage of cg opportunities but without compromising on the need for healthy inflow of income from customers / tenants. Illiquid and illiquid assets have their separate, valuable virtues. By knowing our locations and assets, we know where to place an investment for the best balance in income and capital development. Historically, investors have lost their positions as a result of over emphasising on a macro strategy of pursuing CG that undermines its fellow macro strategy of pursuing cash.

 

Also, an over emphasis on either source of wealth, cash or capital growth creates over excitement in the market when the asset or asset type demonstrating growth, starts performing above the market average. This leads to over valued assets and distorts logic in decisions; normally not noticed leading to further interest in that asset and thus further over valuing. We’re aware of these market distortions, management discrepancies and our balanced approach is our effort in being diligent in avoiding such bubbles and errors.

PORTFOLIO MANAGEMENT

FUNDAMENTAL OR TECHNICAL ANALYSIS

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In a portfolio assessment we are analysing core processes, current acquisition targets, the current real estate markets, against your existing corporate real estate portfolio. Whilst some assets are essential to your core business, others are non-core investment assets that are strategic to financial potential and future conditions.

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We concentrate our efforts where risks are greatest; through analysis, we assess how to make your portfolio efficient, balancing both risk and opportunity over the long term; which assets must be swapped for cash and which assets should proceed as contributors to the organisation's asset portfolio.  

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We adopt the following aims in a portfolio management partnership for occupier / users:

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  • A strategic view on risks and opportunities;

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  • Analyse, evaluate the various types of risks and opportunities inherent within the current portfolio;  before re- considering assets in terms of priority for both risk and opportunity; those which should be kept and those to exit. 

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  • Focus on the business processes, deliver expertise on the organisation's targets and operations to assess spaces essential to your organisation; this process is viewing the organisation in terms of strategy and operations to assess it's use and investment in real estate before applying tools to manage the workplaces and measure divisional performance against efficiency and effectiveness.

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  • Strive for innovative ways to procure, deliver and manage the infrastructure, the inherent opportunity and risks of assets.

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  • Consider the intensity of each risk, opportunity as a result of business decisions and the appropriate management strategy. 

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  • To understand the specific requirements of clients, specify our functions and establish performance measures for transparency.

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  • Manage and service your portfolio as a set of assets and the group of out-sourced contacts and contractors involved in the direct management of assets. 

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  • Interact with managers, occupiers and other stakeholders who gain benefit from the use of the accommodation, to understand where value in the asset is created, in relation to the market, employee satisfaction, productivity and how value can be enhanced further.  

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Exposure to property markets can be both advantageous or disadvantageous. The actual level of risk in each organisation will relate to it's circumstances, including current and past exposure to different suppliers, users and the markets at large; your organisation must familiarize itself and understand the impact of overall performance of it's operations and assets. 

 MANDATES

Management Mandates

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Xecology executes programs to systematically implement policies, procedures to develop divisions, departments and sections of businesses, enhancing their competence, efficiency, productivity and orderly expansion. Undertaking programs on a new acquisition will be the next step following the completion of a transaction; we will get to work on the new acquisition to bring it up to standard and performance. In time, it's value will increase and thus add to the company's potential and capacity. 

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Our purpose in engaging in services to support the activities of acquisition, is for the long term goal of assisting in and generating value creation; in line with what we originally tend to benefit our clients. It's not just paper value but the actual ability of the company to impact it's environment, to increase research and development facilities, to acquire the right talent, open offices in high profile locations, accumulate assets, generate cash and expand at an even faster rate.

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corporate Management

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Now that the property is held within the portfolio, it's performance needs to be matched with it's potential, possibly engaging the need to develop the property or to hold in order to benefit from growth trends for that type of asset. If demand grows then so does it's income potential. We provide statements to both landlord, tenant, accurately collect and distribute rental funds whilst also managing and paying contractors for regular property maintenance.

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Standard portfolio and asset management costs :  10% on rental income.

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We undertake Management mandates to program, execute and supervise the organisation's growth, including projects covering the following organisational elements:  

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  • The structure of organisation,

  • Sales,

  • Quality,

  • Promotions and marketing,

  • Administrative protocols,

  • Personnel, and

  • Client relations management.

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Consulting for the management of projects is 2000 Great British pounds per day.

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Efficiency and competence within project teams determines immediate and long term success of such projects and it's legacy.

PRIVATE ASSETS

Lifestyle Acquisitions

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Through two way discussion on your personal and family needs; we establish the essential aspects of your life and what you wish to achieve in terms of abode, culture and experience. Assets can include property and other tangibles in locations that help you achieve your physical and mental objectives. We follow your directions and work with you to achieve them. Here we are interested in helping you find the exact assets that will service you effectively and exactly as desired.

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Examples would include:

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  • A penthouse in a warm location, with nearby amenities such as art exhibitions, a private airport, sporting facilities and quiet roads to experience ones automobile collection.

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  • A large private estate filled with forests, parkland, sophisticated, monument filled landscapes with a large main house with extensive bedrooms and garaging. Nearby to a major airport and a commercial hub.

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We are experts on London but we are keen to hear your ideal scene; we can cater beyond the UK borders.

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We also have established partnerships to assist with the purchase of an existing, or the commissioning of, a super yacht to exacting standards and specifications as super yachts deliver benefits beyond the reach of traditional land estates. The seas are increasingly becoming accessible as yachts  demonstrate their diversity through innovation, development, whilst proving their value as income producing assets.

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