The underlying asset
Define the property type, location, built area, use and acquisition budget. Establish whether the brief includes land, a building, a leasehold interest or a running business.
Investment real estate
The asset.
The agreement.
The whole picture.
Set the acquisition criteria before touring properties. A leased commercial asset, a residential investment, a vacant building and an operating business each require a different review.
Explore investment advisory
Under the surface
Occupancy and agreements
For a leased building, request the rent roll, lease dates, escalations, deposits, arrears and break provisions. For a vacant property, separate present income from assumptions about future letting.
Costs and diligence
Record pending maintenance, planned capital works and operating expenses. Identify what your legal, tax and technical advisers need to verify before a commercial decision.
Read the offer as a whole
Four things to
put on the table.
The property
Area, condition, access and the rights included in the offer.
The agreement
The lease position, tenant obligations and upcoming dates.
The records
Income and expenditure information that can be checked.
The next cost
Known works, vacancies and other future commitments.
The next conversation
Tell us what
you need.
Tell us the asset class, target geography, budget range, preferred occupancy profile and acquisition timeline.
Submit an acquisition briefPrefer to speak first? Contact usIf you own a property you intend to sell, include the location, tenure, occupancy, asking terms and available documentation.
Present a property