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Year-End Portfolio Reviews for Asset Managers

Written by Innovus | 16 December 2025

As the year draws to a close, many asset managers and investors review how their property portfolios are performing. Beyond year-end reporting, this is a chance to check whether income, compliance and oversight are working as they should — and where risk or value may be slipping. 

For portfolios spanning multiple buildings, these reviews often surface practical issues. Missed charges, delayed collections or unclear lease enforcement can affect income if left unresolved. Taking time now to review billing, cashflow and recovery processes helps reduce uncertainty and establish a more stable position for the year ahead. 

Compliance is also under increasing scrutiny. Ongoing changes linked to the Building Safety Act and related regulations mean responsibilities must be clearly defined between owners, managing agents and contractors. Clear governance and accurate records are essential to demonstrate compliance and manage risk. 

Visibility across portfolios remains a common challenge for asset managers and investors. Fragmented information and inconsistent reporting can make it difficult to understand true performance. Innovus helps bring financial, operational and compliance information together into clear, consolidated reporting, supporting more confident and informed decision-making. 

At Innovus, we provide asset management services to support fund managers, asset management leads and investors across the UK, with a focus on strengthening portfolio oversight, protecting income and supporting long-term performance through Asset Management, Compliance and Cash Management. 

Using the year-end period to review portfolio performance and governance allows asset managers to enter 2026 on solid ground, with clearer insight, stronger compliance and better control across their property portfolios. 

If you’re planning a portfolio review in the new year, our Asset Management team can help you start 2026 with a clearer view of performance and risk. Get in touch to discuss your priorities.