Learn how we shape
a client’s Portfolio Strategy…
Last updated on : May 6, 2025
Helping organisations to align their real estate portfolios to their business strategies, ensuring they have the right space in the right location, at the right time and for the right cost
A portfolio strategy overlays an organisation’s business strategy with existing portfolio data and market conditions to determine the best real estate scenarios to support the business going forward. The key areas are:
- Right space – how much space is needed in each location and whether the current space is fit for purpose with hybrid working policies, agile working guidelines and role types in mind
- Right location – is the location optimal, considering where clients and competitors are, and is it suitable for attracting and retaining employees
- Right time – when is it best to maximise market conditions and whether there are timing constraints with existing leases
- Right costs – is it better to own or lease real estate, and are there options within the budget for capex (fit out) and ongoing spend
Based on qualitative and financial analysis, the strategy aims to identify which assets are to be retained, repositioned and disposed. Clear recommendations and an implementation plan are then provided.
Portfolio Strategy
- Complete review of corporate real estate (CRE) systems, structures and the real estate portfolio, typically across multiple assets and geographies, to align CRE plans with business strategies and organisational needs
Accommodation strategy/Metro plan
- A more detailed review of potential scenarios to meet the organisational needs in a particular location (e.g. a single city), including hybrid working preferences, expansion and consolidation strategies, and ongoing fit for purpose
Portfolio optimisation
- Consider existing real estate portfolio and market benchmarks to optimise real estate performance by improving space utilisation and/or negotiating more favourable lease terms
Location advisory
- Data-led review of organisational requirements to find the locations that meet business needs, both current and future
Portfolio health check
- Analytical review of CRE functions to ensure an organisation is set up to support ongoing implementation of CRE strategy
Rigour and scale
- Our rigour and scale, backed by proven processes, leading edge technologies and specialist real estate expertise, help clients navigate complex business challenges prompted by transformation and disruption.
- We lead the way in strategic advisory, applying future and current trends in real estate, tech and people to build a better workplace.
Actionable, future-proof solutions
- We have supported hundreds of organisations to create effective real estate strategies and solutions that enhance workplace performance, optimise real estate footprints and drive talent productivity and retention
Global presence, local approach
- With our global reach, we have in-depth understanding of macro trends, while our local insights makes us experts when it comes to translating knowledge into innovative, implementable solutions
One JLL way of working
- We regularly support other business lines to win new or expanded mandates by gaining deeper understanding of their clients’ challenges and developing pragmatic solutions that can be implemented by JLL
- We have advised some of JLL’s biggest clients including Astra Zeneca, Australia Post, BHP, BP, Cummins, Exxon Mobil, GE, Nintendo, Samsung, Telstra, Toyota, UBS, WeWork and Zurich. We also have extensive experience advising the Australian government.
- We take the time to understand a client’s business and develop a trusted advisor relationship. We have never had a Portfolio Strategy client appoint a competitor to implement one of our strategies.
- We work with our Work Dynamics accounts to identify their clients’ pain points and help to grow services and revenue.
MapIT
In-house developed Geographic Information System mapping tool with 3D maps that allows us to consider staff distribution patterns and commute times for both current and target workforce
Portfolio Analytics Tool (PAT)
Our proprietary business intelligence application, designed to integrate multiple data types and sources into a dynamic and interactive online portfolio planning dashboard
- Do you have plans to expand/contract/invest/divest?
- Any intention to pursue M&A or restructure?
- Are you dealing with structural industry changes?
- What are your business strategy targets – financial, headcount, network footprint, CSR, ESG, worker mobility?
- Do you face challenges in addressing the differences between underperforming and revenue-generating markets?
- What are your future of work focus areas hybrid/remote working, human experience, financial performance, operational excellence, continuous innovation, digital drive?
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