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Framework for the provision of investment advisory services for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

The Crown Estate

This public procurement record has 1 release in its history.

Tender

10 Nov 2025 at 11:18

UK4 - Tender Notice
Summary of the contracting process

The Crown Estate, a public authority within the central government sector, recently completed its procurement process for investment advisory services supporting its Urban and Windsor & Rural estate operations. Located in London, the process aimed to establish a framework agreement with multiple lots. It employed an open procedure method and targeted the financial and insurance services industry. The process reached the award stage on 9th April 2026, following active tendering that concluded on 12th December 2025. Contracts are set to commence on 30th April 2026 and will run until 29th April 2030.

This tender presented opportunities for businesses specialising in financial advisory services, particularly those with experience in real estate investment. The structure of the procurement, which includes multiple lots, allows for both large companies and SMEs to participate. For firms looking to expand within the financial services industry, this framework opens up collaborative possibilities with a notable UK public authority. Successful tenderers like CBRE Limited, Avison Young (UK) Limited, and others signify that well-established entities were involved, but room was also made for SMEs to deliver niche services.

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Notice Information

Notice Title

Framework for the provision of investment advisory services for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

Notice Description

The Crown Estate is seeking to appoint investment advisors to a framework for investment advisory services. The successful tenderers will provide support to The Crown Estate's Investment team. The focus of this tender is for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

Lot Information

General

Please see Appendix A - Scope of Services

Retail & Leisure

For lot 2, please see Appendix A - Scope of Services

Residential

For lot 3, please see Appendix A - Scope of Services

Science & Innovation

For lot 4, please see Appendix A - Scope of Services

Rural

For lot 5, please see Appendix A - Scope of Services

Strategic and Development Land

For lot 6, please see Appendix A - Scope of Services

Natural Capital Markets

For lot 7, please see Appendix A - Scope of Services

Corporate Advisory and Partnership Structuring

For the services which may be called off under lot 8, please see Appendix A - Scope of Services

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05dd71
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/072314-2025
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£4,950,000 £1M-£10M
Lots Value
£4,950,000 £1M-£10M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
10 Nov 20259 months ago
Submission Deadline
12 Dec 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Mar 2026 - 28 Feb 2030 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
The Crown Estate
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LONDON
Postcode
SW1Y 4AH
Postcode Area
South West London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified
Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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