Investment Fact Finder

INVESTMENT STRATEGY TYPE

CURRENT PROPERTY PORTFOLIO

WHAT IS YOUR MAXIMUM INVESTMENT THAT YOU WILL CONSIDER?

FINANCE OPTIONS IN PLACE?

Yes (Cash) Yes (Mortgage) No

WHAT LEVEL OF REFURBISHMENT ARE YOU PREPARED TO CONSIDER?

I have a team in place and will take on big projects (i.e property with structural issues / listed buildings / conversations etc) I don’t have a team but would consider big projects if managed for me (i.e property with structural issues / listed buildings / conversations etc) I will consider small to medium sized refurbishment (i.e replace bathrooms / kitchens / re- plastering etc) Only Interested in light refurbishments (i.e redecorating / re-carpeting)N/A (Not Interested in refurbishment)

HOW MANY PROPERTIES ARE YOU LOOKING TO BUY/CONTROL IN THE NEXT 12 MONTHS

1-3 4-7 8-12

WHAT IS THE MINIMUM NET CASH FLOW PER PROPERTY OR ROOM PCM WILL YOU CONSIDER?

WHAT IS THE MINIMUM GROSS YIELD PER PROPERTY WILL YOU CONSIDER?

WHAT IS THE MINIMUM ROI PER PROPERTY WILL YOU CONSIDER?

WHERE IN THE UK ARE YOU INTERESTED IN INVESTING – TOP 3 LOCATIONS

DO YOU KNOW THE AREA/S YOU WISH TO INVEST IN?

Yes – I live here Yes – I lived there in the past and know the areas I want to invest Sort of – I have been advised this is a good area and have done some research No – Someone told me this was a good place to Invest

1. Photographic ID available and Verified?

Verified Not Verified

2. Proof of funds

POF Provided No POF Provided AIP

3. Initial address provided matches ID address?

Verified Not Verified

ADDITIONAL INFORMATION

1. I have you used a property sourcing company in the past?

Yes No

2. Do you buy with any business partners?

Yes No

3. Do you buy in a limited company?

Yes No

4. What are you looking to achieve?

Cashflow Capital Growth Both

5. Exit Strategy

Hold Sell Refinance

PERSONAL/OTHER INFORMATION OF VALUE:

South North Group

Property Investment Specialists

Investing & Developing In The North

Investment Fact Finder

Investment Client Fact Finder

South North Group

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