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Wellkept

Clear oversight · Consistent care · Stronger results

Clear oversight for your real-estate portfolio.

Bring assets, ownership entities, financing and strategic decisions into one reliable owner-level view.

Request a portfolio review

The owner’s view

One reliable layer above your existing systems.

Your portfolio may be managed across agents, accountants, lenders, spreadsheets and inboxes. Wellkept creates the reliable layer above them, and does not replace the agents you already work with.

One portfolio record

Reconciled, evidenced, owner-level

  • Asset schedulesSchedules and registers
  • AgentsStatements, arrears, works
  • Leases and documentsTenancies, certificates
  • LendersFacilities, expiries, redemption costs
  • External dataEPC, Land Registry, Companies House

One portfolio · Three levels of oversight

From control to capital allocation.

Wellkept connects day-to-day portfolio evidence with the financial and strategic decisions that determine long-term value.

  • Protect portfolio value

    Maintain oversight of the obligations, events and exceptions that can quietly erode income or asset value.

  • Improve financial performance

    View income, debt and asset performance together, across every asset and ownership entity.

  • Allocate capital deliberately

    Structure, evidence and monitor the decisions that shape the portfolio, not just the tasks required to operate it.

Portfolio overview

Meridian Private Property · 26 assets · 8 ownership entities · 74 tenancies

Portfolio value
£38.4mUp 3.6% year on year
Contracted rent
£2.74m96.8% collected
Net debt
£17.1m44.5% portfolio LTV
Priority decisions
7£6.8m capital affected
Highest-value assets
AssetValueContracted rentYield
Riverside ExchangeCambridge · Office and laboratory · 92% occupied£12.8m£936,0007.3%
Station YardOxford · Light industrial · Fully occupied£7.4m£518,0007.0%
Northgate ParadeLondon · Mixed-use · 11 tenancies£5.9m£342,0005.8%

Illustrative portfolio · All data is fictional

How it works

Begin with the portfolio you already have.

No system replacement. We establish the portfolio, add intelligence and create a clear rhythm for review and decision-making.

  1. Establish

    Share an existing portfolio schedule or complete guided onboarding.

  2. Structure

    Map every property title, unit, ownership entity, tenancy and financing arrangement.

  3. Monitor

    Combine portfolio records with external intelligence and identify material change.

  4. Decide

    Prioritise the risks, opportunities and capital decisions that require attention.

Who it suits

Built for owners with complexity to govern.

Wellkept is designed for portfolios where responsibility extends across multiple assets, entities, advisers or lenders.

  • Family-owned portfolios

    Preserve institutional memory, clarify responsibilities and support long-term stewardship across generations.

  • Professional owner-operators

    Move from fragmented oversight towards repeatable portfolio management and evidence-backed decisions.

  • Multi-asset portfolios

    Residential, commercial, industrial, healthcare, hospitality and mixed-use real estate, each with distinct leases, obligations and financing, held within one portfolio structure.

Decisions

Made to support your portfolio’s goals.

Financing, energy, leasing, hold or sell. Each recorded with its evidence, assumptions and next action.

  • Refinancing

    Riverside Exchange · Cambridge · Office and laboratory campus · Illustrative case

    The current £5.4m facility matures in nine months. Early engagement preserves negotiating position and could release £1.1m of capital within 52% LTV.

    Facility
    £5.4m
    Capital released
    £1.1m
    LTV after
    52%

    4 sources · 7 assumptions · 3 routes considered

  • Retrofit and energy investment

    Station Yard · Oxford · Light industrial estate · Illustrative case

    EPC band C improving to band BCB

    EPC C to B. A coordinated solar, lighting and building-controls programme reduces common-area energy demand, meets the 2030 commercial MEES requirement and strengthens the asset ahead of the 2028 refinancing.

    Investment
    £620,000
    Annual energy saving
    £112,000
    Payback
    5.5 years

    3 sources · 5 assumptions · 2 routes considered

  • Hold or sell

    Northgate Parade · London · Mixed-use · Illustrative case

    5.8% yield against a 6.9% portfolio average. Redeployment tested against redemption cost and transaction cost.

    Value
    £5.9m
    Yield gap
    1.1 pts
    Net capital released
    £2.1m

    5 sources · 6 assumptions · 3 routes considered

  • Rent review

    Northgate Parade · London · Mixed-use · Illustrative case

    £86,000 of annual rent subject to review. Comparable evidence assembled ahead of the negotiation date.

    Rent affected
    £86,000
    Comparable range
    £92k–£101k
    Review date
    14 Nov 2026

    3 sources · 4 assumptions · 2 routes considered

Founding programme

Start with your portfolio.

A founding programme for complex portfolios, for owners with multiple asset classes, ownership entities, lenders, agents or regions. Tell us how yours is structured and we will arrange a private review.

Request a private review

Fees reflect portfolio complexity and are quoted privately.