Portfolio Compliance
Without The Complexity
Independent compliance advisory for private landlords managing rental portfolios.
We assess risk, define your regulatory position, and deliver governance-ready compliance roadmaps – before work begins.
10+ years expertise
Portfolio-wide
planning
Dedicated account management
Who this is for
Small Portfolio Landlords (1-10 properties)
Managing smaller portfolios with limited time.
You need clear prioritisation, realistic costs, and straightforward compliance guidance without complexity.
Professional Landlords (10+ properties)
Portfolio-wide compliance planning across multiple property types.
Strategic roadmaps, phased investment, and coordinated delivery that protects asset value.
HMO & Multi-Occupancy Owners
Complex properties with multiple tenancies and licensing requirements.
Tenant-friendly sequencing, occupancy-sensitive delivery, and compliance across shared facilities.
What CASE provides
Portfolio Compliance Assessment
EPC position across your portfolio, risk areas identified, and MEES compliance gap review.
Risk & Readiness Report
Clear findings, cost projections, and decision pack with actionable recommendations.
Compliance Roadmap
Prioritised plan by property type, timelines, funding pathways, and investment phasing.
Delivery Handover Pack
Scope of works, specifications, contractor matching, and structured mobilisation.
6 flats | 5 upgraded | 4 months
Case Study:
Birmingham Residential Block
Challange:
6-flat block facing MEES non-compliance, with properties ranging from Band F to Band D. Landlord needed clarity on prioritization, funding routes, and tenant-friendly delivery.
CASE Approach:
Property-level assessment identified tailored measures for each flat – from mould treatment and ventilation improvements to full insulation and heating upgrades.
We mapped funding eligibility, developed a phased roadmap with flat-by-flat sequencing, and provided structured handover to delivery partners for installation.
Outcome:
5 of 6 flats upgraded to Band C or above using mixed funding. One flat deferred to accommodate tenant preference. Full MEES compliance achieved with zero disruption—all works completed over 4 months while tenants remained in occupancy.
6 flats assessed
5 upgraded to Band C
Part-funded delivery
4 months completion
What our clients say
“We felt the quote was competitive. They were able to adapt and modify it to meet both our needs and those of our funding partner.”
Mike Clarke
Radyr Tennis Club
“CASE gave us complete clarity on which flats needed what work and how to fund it. The
phased roadmap meant we could plan expenditure properly and keep our tenants
informed throughout.”
Eran Estates
Portfolio Landlord, Birmingham
“Everyone I dealt with at CASE was very lovely, knowledgeable and professional. The team who led the project for my flat, were very kind and patient with me, answering all my many emails!”
Tenant
Birmingham Block of Flats
Ready to clarify your portfolio compliance position?
We will assess your regulatory exposure, identify priority properties, and provide a structured roadmap to EPC C compliance – with clear costs and timelines.
