Excel Portfolios

Excel Portfolios, is a large, privately owned long term investment, operations and trading organisation. First established over 20 years ago, with experience of building strategic partnerships in property and the public sector, we make finance available for residential and commercial projects. As a forward thinking business, we work with our clients to face challenges and develop long-term value. Continually seeking growth, our strength has developed through our guiding principles to:

• Remain true to our core values and ethics in all business practices
• Believe in fairness and openness
• Remember our responsibility to people and the environment
• Look after long-serving and loyal employees
• Always be able and willing to take a calculated business risk
• Only make financial commitments where we have proven competency
• Continue to develop innovative products and policies
• Consider each case in our property portfolio individually

Over the years, our investment team has driven our increasingly diverse portfolio. The size and scale of our project developments has increased dramatically in the public and private sector, alongside long-term development partnerships with local authorities, Health and Community initiatives.

Wide community engagement is our key driver

As we continue to grow into new sectors, our investment team faces the challenge of providing a broad and balanced range of funding solutions. We take pride in our experience that covers private and commercial developments including housing, care homes, leisure, offices and retail space.

Always cautious, we are careful to invest in lasting partnerships, high-quality properties and providing added value for communities.