Our client investment journey
Your circumstances and investment strategy are unique, which is why you need a property investment partner who will build a solution individually tailored to your situation.
Get in touchHere’s a simple guide to your investment journey with us.
Choosing an investment
01. Book a consultation with our real estate team
02. We discuss your goals, objectives and risk profile
03. We will make suitable suggestions on location and property investment type
04. We present you with the financials and cashflow projections to support our suggestions
05. We present you with an investment case for the location and/or property type
06. We explain the use of mortgage or cash and how this affects the investment case
07. We answer your questions and address any concerns
Once you have selected a real estate investment option
08.Secure the selected property with a reservation form and deposit
09.If a mortgage/bond is required, we will engage the broker and lender to begin the process
10.We introduce the solicitors and start the paperwork to move to an exchange
11.We manage required documents, valuation, and transfer of funds
12.Once property has completed, we engage the managing agent to find a tenant
13.We assist with management of property and a lease
14. We answer your questions and address any concerns
Once you have acquired and let your property out
15.We regularly advise you on market conditions and property values
16You can ask us annually for our thoughts on your rent review figures
17.Should you wish to dispose of the property, come back to us and we’ll help you do so
Get in touch
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