Exit Strategy & Fund Matching

Know your exit before you enter.

Institutional-grade exit planning has always been the preserve of large funds with in-house M&A teams and established agent relationships. APEX changes that. Every APEX member — regardless of portfolio size — can model, plan, and execute an exit with the same rigour and counterparty access previously available only to the largest players in UK real estate.

Model my exitExplore all features
Exit Routes

Four routes to liquidity — all inside APEX.

Single Asset Disposal

Off-market

Quietly dispose of individual assets without tipping your hand in the open market. APEX connects you to a curated network of verified private buyers — family offices, high-net-worth individuals, and smaller funds — via anonymised matching and progressive disclosure. Addresses revealed only on mutual confirmation.

Portfolio Block Sale

Institutional

Institutional buyers — pension funds, REITs, listed property companies, and open-ended property funds — frequently seek bulk acquisitions. APEX prepares a structured data room from your existing portfolio records and facilitates introductions to pre-qualified institutional buyers with proven acquisition history.

Fund Matching

Mandate-led

Specialist and generalist UK property funds periodically seek specific asset types, geographies, or income profiles for deployment. APEX matches your portfolio (or individual assets) against active deployment mandates — providing a route to liquidity that bypasses traditional agent processes entirely.

Lease & Leaseback

Capital release

Retain ownership of your asset whilst releasing capital. APEX connects asset owners with institutional lease-and-leaseback counterparties — particularly relevant for operational assets, care homes, and properties with long income streams. Keep the freehold. Release the equity.

Exit Modelling Tool

Run the numbers before the conversation.

Too many asset disposals are initiated without a clear picture of what the exit will actually return. Agents focus on headline price. The real question is what lands in your account after debt, costs, and tax.

APEX's exit modelling tool runs every number against your actual portfolio data — debt balances, acquisition costs, accrued capital expenditure, and income received to date — to deliver a precise net proceeds figure under multiple exit scenarios.

The model updates in real time as you adjust exit timing, achieved price, and debt repayment assumptions. No spreadsheet. No external model to maintain. Just answers.

IRR calculation

Internal rate of return modelled from acquisition date to projected disposal — accounting for all capital deployed, debt costs, income received, and exit proceeds. Presented as both levered and unlevered IRR.

Net proceeds analysis

Exit proceeds after senior debt repayment, exit fees, agent and legal costs, CGT provisions, and SDLT recapture where applicable. What you will actually receive — not what the headline number suggests.

Timing sensitivity

Model how your IRR and net proceeds shift across different exit windows — 1, 3, 5, and 10 years — under base, optimistic, and stress scenarios. Identify the optimal exit point given your cost of capital.

Comparable transactions

Benchmark your expected exit yield against comparable recent transactions in the same postcode district, asset class, and tenancy profile. Grounded in Land Registry data and APEX transaction history.

The Process

From decision to completion.

1
Model

Run the exit modelling tool. Input assumptions, review IRR, net proceeds, and timing sensitivity. Understand what a disposal is actually worth before you engage anyone.

2
Match

APEX scores your asset against active buyer and fund mandates. You see a ranked shortlist of counterparties with appetite and capability — not a cold outreach list.

3
Disclose

Staged disclosure manages information flow. Asset summaries shared first. Full data room — already populated from your APEX records — released only to confirmed counterparties.

4
Complete

Track heads of terms, legal process, and milestone confirmations within APEX. Full audit trail for your records. Deal timeline compressed by months versus traditional disposal routes.

Enterprise Feature

Model your exit. On your terms.

Exit Strategy & Fund Matching is available on the APEX Enterprise plan. Start a 14-day free trial and run your first exit model today.

Model my exitCompare plans