What to bring to a holdings sitting in Magdalen Laver
A holdings sitting at 71 Cunnery Rd usually runs from half past nine until early afternoon. We sit with the asset manager and, if they wish, the fund accountant. The aim is to leave with an agreed list of plates, not with a general conversation about ‘the market’.
Bring the current rent roll, the tenancy schedule with break dates, the last valuation extract, and a note of lots that are under offer or in solicitors’ hands. If a managing agent still uses a different unit numbering, bring their schedule too. We will not choose between them in silence.
It helps to name the next committee date and the chair’s known impatience. Some chairs want three plates and a caveats page. Others want the estate maps first because they still walk the stock. That preference belongs in the brief, not in a later complaint that the pack ‘felt too numerical’.
We ask who is allowed to see tenant names. Some mandates print occupiers in full; others require a sector label only. The sitting is the moment to settle that, because a late redaction forces a redraw of every map.
If you cannot travel to Magdalen Laver, the same sitting can be held in your offices in England. We still ask for paper copies of the schedules. Screens hide column mismatches that a printed page makes obvious.