Work With Us

Work With Us

Different decisions require different levels of advice.

Some investors need a framework they can apply themselves. Some need a written diagnostic before committing capital. Some need ongoing responsibility across a wider acquisition or portfolio strategy.

Lucas James Property Advisors is structured around those three routes.

The Advisory Mandate is the core of the firm’s work. The Audit and the Framework serve investors at a different stage or scale of decision.

Which route is right for me?

Match the route to your situation.

Property decisions benefit from the level of support that matches the capital being deployed and the complexity of the decision in front of you. The routes below reflect what we usually recommend at each level, including where the answer is often not us.

The ranges overlap deliberately. The appropriate route depends on both the capital involved and the breadth of responsibility required.

Every route works whether or not you also engage another party. The Framework is the list of questions, and the reason each one is on it. The Audit gives you an independent second opinion on a specific decision. The Mandate places responsibility for the acquisition process with us.

1

Advisory Mandate

Ongoing strategic advice for investors with larger or more complex decisions

Advisory Mandates usually start from £12,500, with final scope agreed in writing.

from £12,500

Ongoing strategic advisory engagement

Full process: brief definition through to completion

Typically used by
  • Investors deploying £150,000–£1,000,000+
  • Family offices
  • Overseas buyers acquiring into the UK market

Under a mandate, the firm leads the acquisition process on the client’s behalf. This includes defining the acquisition brief, originating and vetting opportunities, conducting due diligence on shortlisted candidates, scoring each option through the Risk Filter, negotiating terms, and overseeing the transaction through to completion. Legal, tax, mortgage, and regulated advice remain with the appropriate professionals throughout.

The fee applies whether the recommendation is to proceed, restructure the brief, or walk away.

The Advisory Mandate is our principal engagement, but it is not automatically the right fit for every investor.

Many sourcing firms charge the buyer directly and upfront. That is not inherently a problem. The more important questions are how else the business is paid, how its stock is selected, and whether its commercial model depends on transactions taking place.

Under an Advisory Mandate, the client pays a fixed fee for the agreed work. Lucas James receives no developer commissions, broker referral payments, agent fees or introducer income, and the fee does not depend on any particular property proceeding.

Even a £5,000 sourcing fee represents 10% of £50,000 in deployable capital before tax, legal costs, works and reserves. Where that weakens the underlying investment economics, we will recommend a more proportionate route instead.

Next step

The starting point is a free 15-minute Fit Call to establish scope, fit, and next steps. If a Mandate is agreed afterwards, the scope and fee are confirmed in writing before any work begins.

This is not a free strategy session. It is a fit and scope review before any paid advisory work is agreed.

Complete The Intake Form

↑ Other engagement options

Not sure this is the right route? Book a 15-minute Fit Call before committing.

2

Property Decision Audit

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

Property Decision Audit from £1,500 · £3,000 with a forward plan

from £1,500

£3,000 with a forward plan

Written PDF audit + walk-through call

Delivered in 5–15 working days depending on scope

May include
  • Risk Filter assessment
  • Fit Overlay
  • Portfolio Structure Filter
  • Industry Decoder analysis
  • Key risks and missing information
  • Questions to ask
  • Clear written recommendation
Recommendation categories
  • Proceed
  • Proceed if conditions met
  • Renegotiate
  • Pause
  • Reject
  • Broader advisory required
Does not include

Sourcing, negotiation, mortgage, legal, tax, or valuation advice. It is a diagnostic, not a mandate.

Best suited to
  • One specific property under consideration
  • Pitched opportunities needing logic tested
  • Existing portfolio: written review of current position
  • Pre-mandate analysis

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.

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, and structured questions to ask before proceeding.

Where the property is one you already own, and the question is as much about what comes next as about the property itself, the audit runs with a forward plan attached. There’s a fuller explanation of that here — a second opinion on a property you already own.

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 analysis the mandate requires 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.

Next step

Send a short note explaining the decision you are weighing. If the audit is appropriate, the scope and fee will be confirmed in writing before any work begins.

Enquire About An Audit

↑ Other engagement options

Not sure this is the right route? Book a 15-minute Fit Call before committing.

3

The Framework

The Risk Filter and Industry Decoder

£450

£450

Self-applied property decision framework

For decisions involving £50k–£500k of capital

Priced as a filter cost, not a content cost.

Includes
  • Risk Filter
  • Industry Decoder
  • Portfolio Structure Filter
  • Fit Overlay
  • Structured stress tests
  • Worked examples
  • Investor glossary
Best suited to
  • First or second acquisitions
  • Existing holdings being questioned
  • Opportunities from sourcers, agents, developers or investment companies

A typical property decision can put £50,000 to £500,000 of capital to work.

Most free property guides exist to make you more likely to buy something. That isn’t a cynical reading of the genre; it is usually the business model. The guide sits near the top of a funnel, the funnel eventually ends in stock, and the education is produced by someone with an economic interest in what gets bought. It will often teach you enough to feel informed and not quite enough to walk away.

This one is built to do the opposite. It is a warning document, and its purpose is to make you harder to sell to, including by me.

It is a warning document, and its purpose is to make you harder to sell to, including by me.

It names mechanisms rather than risks

Do your due diligence is advice nobody has ever been able to act on. This explains how a flat sourcing fee quietly changes which properties get recommended, why incentive packages are usually funded from inside an inflated price, and what a guaranteed rent actually is once you look at who is paying it. Once you can see a mechanism, you can check for it yourself.

It scores rather than describes

Nine factors, each with a defined range, producing a number that crosses a threshold or doesn’t. Mortgageability and exit liquidity carry more weight than the rest, because a property nobody can finance and nobody wants to buy from you is not a property with a yield problem. It is a different kind of asset. The point of scoring is that it terminates: it reaches a verdict instead of a feeling.

Half of it isn’t about property at all

The Risk Filter assesses the asset. The Industry Decoder assesses the person showing it to you: who gets paid at each stage, which questions the sales process is built to avoid, and where the same word means different things to buyer and seller.

That half is conspicuously absent from most property education, for the obvious reason that the people producing the education are often the people being described.

And it applies the same test to me

There is a section on my own fee model, and it invites you to ask the question the rest of the document teaches you to ask. Who is paying this person, when, and for what.

What it covers

Mortgageability and exit liquidity. Stock durability. Location resilience. Upside potential. True net return after all costs rather than the quoted ones. Investor fit. Portfolio structure. And the economics behind sourcing fees, commissions, guarantees, incentive packages and free advice.

It reads in an afternoon. Underneath that sit the full scoring bands, worked examples across four property types, structured stress tests, the Fit Overlay and a glossary written for the buyer rather than the operator.

What it is not

It is not legal, mortgage, tax or regulated financial advice, and it is not live market access. It is a decision-making framework, applied by you.

Best suited to

Anyone weighing a first or second acquisition. Anyone holding something they have started to question. Anyone reviewing an opportunity introduced by a sourcer, agent, developer or investment company, who would rather understand how property is sold before being sold to.

Next step

If somebody is showing you something now, read this before you reply to them.

Need advice applied to a specific decision? Start with a Fit Call →

Buy the Framework

↑ Other engagement options

Independent property advice. Paid for by you, not by the deal.

Lucas James Property Advisors does not rely on developer commissions, sourcing fees, broker kickbacks, or agent referral arrangements.

The advice is paid for by the client.

That matters because the structure of payment shapes the structure of advice.

When the advice is paid for by the deal, the incentive is usually movement.

When the advice is paid for by the investor, the incentive can be judgement.

Sometimes that means proceeding. Sometimes it means renegotiating. Sometimes it means waiting. Sometimes it means walking away.

The role of the advice is not to create activity. It is to improve the quality of the decision before capital is committed.

Contact Lucas James

Or take the assessment to see where your thinking currently sits,
or request access to the Framework.