Requirements

Investments

1. Location and detailed description of the existing asset (and of any intentions to asset manage or develop/refurbish the asset)
2. Details of existing loan and associated security (if applicable)
3. Tenancy schedule
4. (Desktop) red book valuation (if available)
5. Overview of client business & activity

Developments

1. Location of the site and outline of the proposed scheme
2. Existing planning consent (with related deadlines)
3. Development appraisal (supported by a detailed cost breakdown)
4. (Desktop) valuation and agent's opinion/comparables for finished product (if available)
5. Detailed overview of developer projects history and client experience