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Property Decision Audit

A written diagnostic on a specific property, pitch, or portfolio question

Property Decision Audit: from £1,500. Portfolio Position Audit: from £3,000. Intermediate scopes may sit between depending on complexity.

For investors who want more than a self-applied framework, but do not need an ongoing advisory mandate.

The audit is a bounded review of the decision in front of you. It is designed to test the asset, the assumptions, the risks, the exit position, the sales framing, and whether the opportunity makes sense in the context of your wider objectives.

The output is a written PDF audit, followed by a call to walk through the findings.

Depending on the situation, the audit may include:

• Risk Filter assessment
• Fit Overlay
• Portfolio Structure Filter
• Industry Decoder analysis
• key risks
• missing information
• questions to ask the agent, developer, broker, solicitor, or managing agent
• a clear recommendation

The recommendation will usually fall into one of six categories:

• proceed
• proceed only if conditions are met
• renegotiate
• pause
• reject
• broader advisory required before proceeding

The audit includes: a review of the specific property or opportunity, an analysis of the investment case, a review of the assumptions used to sell it, mortgageability and resale assessment, rental and yield stress testing, surfaced risk flags, structured questions to ask before proceeding, and a clear written recommendation (proceed, proceed if conditions met, renegotiate, pause, restructure, or reject). Delivered as a written PDF within five working days.

The audit does not include sourcing, negotiation, mortgage advice, legal advice, tax advice, valuation advice, or ongoing implementation support across an engagement period. It is a diagnostic, not a mandate.

Best suited to

Investors considering one specific property. Investors who have been pitched an opportunity and want the logic tested. Investors with an existing portfolio who want a written review of the current position. Investors who want serious analysis before committing to a larger advisory engagement.

See a sample audit →

How the audit works

If the decision benefits from wider strategic work beyond the audit’s scope, we say so. If it doesn’t, we don’t.

1. The enquiry. You send a short note describing the property, pitch, or portfolio question you want analysed. We confirm whether the audit is the right route and agree the scope and fee in writing before any work begins.
2. The analysis. We work through the materials you provide and identify what’s missing. Where the decision genuinely depends on information that isn’t yet available, such as rental comparables that weren’t included, service charge trajectory the developer hasn’t disclosed, planning constraints on the wider scheme, lender appetite for the specific stock type, or comparable resale history, we engage selling agents, lettings agents, managing agents, planning officers, or other appropriate sources to find it. The decision is then tested through the Risk Filter and any other frameworks relevant to the specific question. Where assumptions need challenging, we challenge them.
3. The written audit. You receive a written PDF audit setting out the analysis, the risks identified, the questions still outstanding, and a clear recommendation. The recommendation falls into one of six categories: proceed, proceed only if conditions are met, renegotiate, pause, reject, or broader advisory required before proceeding.
4. The walk-through. We discuss the findings on a call, work through the questions the audit raises, and clarify anything that needs clarifying. If the decision benefits from wider strategic work beyond the audit’s scope, we say so. If it doesn’t, we don’t.