Case Study: Westcore Europe

Client

Westcore Europe - European arm of Westcore, a privately held real estate investment firm focused on value-add and opportunistic commercial assets.

The Challenge

With a diverse portfolio across multiple European markets, Westcore needed to elevate the clarity, consistency, and professionalism of its investor communications.

At the same time, their European COO wanted an investor-ready blueprint that codified and standardised the firm’s internal processes - ensuring that deals were evaluated, executed, and managed using a unified, repeatable approach across the region.

The challenge was two-fold:

1. Create investor-facing materials that clearly communicate opportunities and inspire confidence.
2. Design an investor ready operational playbook that captures institutional-quality processes and ensures consistency across teams.

Our Approach

1. Investment Opportunity Templates

We partnered closely with the European team to develop a suite of Investment Opportunity templates designed to:

• Communicate deals clearly and compellingly
• Provide consistent structure across markets
• Highlight value drivers, risk considerations, underwriting assumptions, and asset stories
• Increase investor confidence in decision-making

These templates created a polished, repeatable standard for all future acquisitions.

2. Investor Survey & Recommendations Report

To deepen understanding of investor preferences and expectations, we designed and ran a structured investor survey.

The research uncovered insights into:

• What institutional and private investors value most in communications
• Preferred deal formats and information depth
• Perceptions of Westcore’s European strategy
• Gaps in messaging or data presentation

We presented these findings into a Recommendations Report outlining clear next steps to:

• Improve investor communications
• Adjust deal presentations
• Ensure consistency across regions

3. The Westcore Europe “Blueprint”

We worked with Westcore Europe to refine and design The Blueprint - a comprehensive investor-ready playbook detailing how Westcore sources, assesses, executes, and manages deals across Europe. The output is now a core operational resource that:

• Creates consistency across teams and markets
• Reduces onboarding time
• Supports institutional-quality governance
• Ensures execution aligns with Westcore’s strategic priorities

Outcome

1. Enhanced Investor Confidence
   Clear, professional, and consistent deal templates elevated how opportunities are presented - resulting in stronger investor engagement.
2. Stronger Market Understanding
   The investor survey provided clarity on expectations and preferences, guiding communication improvements.
3. Operational Alignment
   The Blueprint formalised Westcore’s European investment process, reducing ambiguity and creating a repeatable, scalable operating model.

”The templates, survey insights, and Blueprint have strengthened both our investor communication and our internal operations” Daniel Barrington, COO, Westcore Europe