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Retained Representation for Portfolios of Several Units — Ontario real estate service

Service

Retained Representation for Portfolios of Several Units

A continuing engagement for owners and managers running a handful of units across Ontario, with a named salesperson, a scheduled review rhythm and the brokerage listing and leasing each vacancy as it arrives.

Running several units is a different problem from filling one. The work is not harder in any single instance, it is simply never finished, and the cost shows up as a slow drift: turnover that takes two weeks longer than it should, rents that fall out of step with the street, a unit that always takes longer than the others and nobody has stopped to ask why. Retained representation exists for that pattern. You keep a named salesperson who knows the portfolio, and we work to a rhythm rather than an emergency.

In practice it means a scheduled review of the portfolio, advance planning around the tenancies coming up for renewal, and a shortened version of our rental listing and leasing service applied to each vacancy as it arrives, without starting a fresh engagement every time. Renewals are negotiated in good time, and where you decide to sell a unit we take that listing as well. Between reviews you have a direct line for the questions that do not warrant a formal piece of work. The engagement runs on a rolling term across the Ontario communities where your units sit, from Toronto and Vaughan to London, Windsor, Barrie and Kingston.

Who this is for

Owners, landlords and property managers responsible for roughly three to twenty units across Ontario, whether in one building or spread across several communities, who want continuity rather than a series of separate engagements.

What you receive

A Named Salesperson

One named person who holds the context on your portfolio, so you are not re-explaining the same three buildings at the start of every conversation.

Scheduled Portfolio Reviews

A regular working session covering occupancy, rents against the current market, upcoming renewals, units that consistently take longer to fill and what we would change before the next cycle.

Leasing on Each Vacancy

Each vacancy is listed, marketed, shown and leased under the retainer, drawing on the pricing and presentation work already done for that unit.

A Portfolio View

A simple record of how each unit performs against the others in time to fill, in rent achieved and in the quality of interest, so patterns surface before they become habits.

Between-Review Access

A direct line for the short questions. Some things need twenty minutes of a considered opinion rather than a formal engagement.

An Annual Reset

Once a year we step back from the operating detail and look at the portfolio as a whole, including which units are worth holding, which are worth selling and where the effort is going.

How the engagement runs

  1. Portfolio Onboarding

    We work through every unit with you: what it is, what it earns, who is in it and when that changes. This is the longest session of the engagement and it is worth doing properly.

  2. Baseline and Rhythm

    We set out the portfolio view, agree the review schedule that fits how you work, put the retainer terms in writing and confirm what should trigger a call rather than wait for the next session.

  3. Ongoing Cycle

    Reviews run to the agreed rhythm, vacancies are listed and leased as they arise, and renewals are negotiated in advance rather than noticed late.

  4. Annual Reset

    Once a year we take the wider view, report on what changed over the twelve months and agree the priorities for the year ahead, including any unit you are considering selling.

What good looks like

  • Less time between one tenancy ending and the next beginning, because the next vacancy is planned rather than discovered.
  • A consistent standard across every unit, instead of the newest one getting the attention and the rest getting whatever is left.
  • One brokerage that already knows the portfolio, which makes every conversation shorter and every decision better informed.

Engagement format

A rolling retained engagement, typically reviewed quarterly with a minimum initial term of six months and a full portfolio reset once a year.

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Where we do this

Communities where this engagement comes up most

We are registered to act anywhere in Ontario. These are the places where this particular piece of work is asked for most often, and each has a page of its own.

Everywhere we work in Ontario

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