A portfolio energy review brings information from multiple properties into one discussion. It helps you compare priorities and consider a coordinated approach to improvements.
A portfolio energy review brings information about multiple properties into one structured view. It helps owners identify missing records, lower-performing buildings and opportunities to coordinate improvement work. The purpose is to turn a collection of separate certificates and property files into a usable plan for prioritising attention across the portfolio.
The agreed scope may organise EPC ratings and dates, note information gaps and group properties by characteristics or improvement needs. A desktop review can identify priorities but cannot confirm hidden construction details or the current condition of every home. Site surveys, new certificates and detailed upgrade designs should be specified separately when needed.
Landlords, asset managers, letting agents and organisations with several buildings can use this service to plan budgets and assessment programmes. It is particularly useful where records are held in different formats or properties have different tenancy and refurbishment cycles. The review can cover a defined group of addresses rather than requiring every property to be considered at once.
Provide a property list with addresses, property types and available EPC references. Add known upgrades, anticipated vacancies and relevant restrictions where possible. Agree which fields matter for your decisions and avoid supplying unnecessary tenant data. A consistent starting dataset helps prevent duplicate records and makes gaps easier to identify.
The output can include a consolidated schedule, priority groups and a recommended programme for further assessment or improvement planning. Distinguish confirmed evidence from assumptions so budget decisions remain transparent. Keep the schedule updated when certificates or building specifications change. This service supports planning; it does not automatically renew certificates or complete improvement work.
Share the address and the work you need so we can help you take the next step.
Yes. Start with a defined group, such as properties approaching re-letting or those with older certificates, and agree the review boundaries.
Not unless that work is included separately. The portfolio review first identifies existing information and where further assessment may be worthwhile.
It can help prioritise investigations and group potential projects. Installation costs require appropriate scope and contractor quotations.
Send the number and types of properties, available records and your main objective. Avoid sharing tenant information that is unnecessary for the review.
Individual property inspections, new certificates and implementation work are separate unless listed in the quotation.
Prepare a property schedule, existing EPCs, known improvement history and your portfolio priorities.
Report timing is confirmed for the agreed instruction. Missing evidence, access limitations or further investigation can affect completion. If you have a deadline, contact us before paying so we can confirm whether it can be met.
Preferred appointment dates are requests until confirmed. Extra work or a change to scope needs agreement before it is carried out.