Investment Buying Brief — SPP

Search Party Property

Investment Buying Brief

Tell us what success looks like. We’ll confirm the strategy with you before property research begins.

How to use this form: Complete the client sections first. Use “preferred”, “acceptable” and “unacceptable” to make trade-offs explicit. Your adviser will review the brief with you.

1. About you and your strategy

Buyer 1 name

Buyer 2 name

Buyer 1 email

Buyer 1 phone

Dependants

Current location

Employment and income context

Investment experience

Acquisition phase

Existing properties and investments

Ownership structures comma-separated

Intended holding period

Number of purchases

Acquisition sequence

Target outcomes

What would you like the portfolio to achieve?

1–2 years

2–5 years

5–15 years

15+ years

2. Financial capacity

Preferred purchase price ($)

Maximum comfortable price ($)

Deposit / available cash ($)

Available equity ($)

Borrowing capacity ($)

Pre-approval status

Loan amount ($)

Repayment type

Interest-rate assumption (%)

Maximum monthly contribution ($)

Purchase-cost contingency ($)

Finance deadline

Settlement deadline

SMSF / entity constraints

3. Property brief

Price range minimum ($)

Price range maximum ($)

Bedrooms

Bathrooms

Parking

Minimum land / block size

Property age

Condition

Maintenance tolerance

Strata tolerance

Yield expectation

Rental and tenant preferences

Cash-flow expectation

Unacceptable property risks comma-separated

4. Location strategy

Preferred states, cities, regions or suburbs comma-separated

Areas already considered

Areas to avoid

Maximum distance / travel requirement

Regional or metropolitan

Required amenities and infrastructure

Open to adviser recommendations?

Left-field research areas comma-separated

5. Priorities and trade-offs

Rank your top five priorities from most important to least important.

Priority 1

Priority 2

Priority 3

Priority 4

Priority 5

Deal-breakers comma-separated

Strong preferences comma-separated

Acceptable compromises comma-separated

If priorities conflict, what should win?

6. Risk and decision behaviour

Risk tolerance

Negative gearing

How should we respond to a valuation shortfall or finance change?

Minimum acceptable condition

Expected feedback turnaround

Who must approve a purchase?

What would pause the search?

7. Communication and professional team

Primary communication channel

Preferred call days / times

Approval workflow

Broker / lender

Accountant

Solicitor / conveyancer

Property manager

Recommendations required comma-separated

Contract and settlement preferences

Privacy: This form may contain financial and professional-team information. Submit it through the secure client channel and avoid including identity documents in free-text fields.