Investment assessment

Better decisions need transparent assumptions.

Every property tells a story. The figures behind it need to make sense after costs, uncertainty and your personal investment objectives.

Start with evidence. Stress-test the plan.

Our proposed assessment method separates facts, estimates and decisions. A rent figure is an assumption until supported by comparable evidence; a post-works valuation is not guaranteed; a sourcing fee is a cost, not an afterthought.

  • Price: comparable sales and negotiation assumptions.
  • Income: evidence for achievable rent and occupancy sensitivity.
  • Costs: taxes, conveyancing, surveys, finance, works, management and repairs.
  • Constraints: planning, licensing, safety requirements and property-specific risks.
  • Exit: refinancing or resale assumptions and lower-value scenarios.
Illustrative due-diligence document and assumptions chart

Decision-making, not a promise of returns.

A written assessment should make it easy to say yes, no or not yet. Financial figures should be sourced, dated and clearly marked illustrative where they are not verified property-specific evidence. Independent legal, tax, valuation and mortgage advice may be appropriate.

Discuss your investment criteria