KEY SERVICES

Our service offering reflects deep expertise across real estate, hotels, and institutional investment . We help clients achieve superior outcomes through strategic insight, disciplined execution, and innovative solutions.

From capital transactions and funds management to valuation, corporate advisory, and specialist hotel services, our capabilities are designed to deliver exceptional results tailored to each client’s objectives. We also provide governance and portfolio support for superannuation funds and enable next-generation efficiency through AI integration.

MILTON ROSE combines experience, intelligence, and commitment to turn your ambitions into reality.

  • We provide end-to-end transaction management for real estate and hotel assets, ensuring precision and control at every stage. Our services cover deal origination, broker coordination, pricing and valuation, and bespoke financial modelling. We manage complex due diligence across legal, financial, commercial, technical, and environmental workstreams, delivering clarity and confidence for both vendors and purchasers.

    Beyond execution, we lead negotiations and oversee transaction documentation, investment structuring, and electronic data room management. Our approach combines rigorous analysis with disciplined project management to achieve optimal outcomes. Whether for single-asset sales or portfolio transactions, Milton Rose ensures seamless delivery and maximum value for our clients.

  • Strategic advisory and operational support for investment managers, covering business planning, governance reviews, product design, and fund assessments. We assist with portfolio management, performance benchmarking, and debt and equity capital raising to optimise growth and investor outcomes.

  • Independent valuations and feasibility assessments across all major property types, supported by detailed financial modelling and market analysis. All services are delivered in compliance with API and RICS standards, ensuring accuracy, transparency, and regulatory alignment.

  • Tailored solutions for corporate clients, including business strategy development, budgeting, operational reviews, and governance frameworks. We help organisations enhance efficiency, strengthen processes, and align operations with long-term strategic objectives.

  • Governance and operational reviews for superannuation funds, including gap analysis, real asset portfolio assessments, and valuation compliance support. We help trustees and investment teams meet regulatory obligations while optimising portfolio performance.

  • Specialist advisory for hotel investments and operations, including acquisition and disposal strategies, asset management, operator selection and review of hotel management agreements. Our expertise spans transactional support and asset planning for hospitality assets to optimise long-term investment performance.

  • Expert modelling services for real estate and hotel investments, including development feasibility, new-build projections, and independent model reviews. We design robust, transparent models for acquisitions, disposals, and portfolio analysis, ensuring accuracy and alignment with industry standards. Our team also provides sensitivity testing and scenario analysis to support informed decision-making.

  • Practical AI enablement for investment and asset management teams, including workflow design, executive coaching, and deployment of AI tools for document review, financial analysis, research, and reporting. Our solutions transform operational efficiency and scale resources without increasing headcount.