Property review
Get close to
the details.
A property introduction should make the important facts easy to find. Start with what is known, identify the source and leave room for the questions still to be answered.
The starting point
A clear property summary.
| Area | What to establish |
|---|---|
| Location & use | Property address or general location, current use and a brief description of the surrounding area. |
| Size & layout | Site/building area, unit or space count where relevant, available plans and the source of measurements. |
| Occupancy | Current occupancy and use, with dates. Separate occupied, vacant and proposed space. |
| Proposed terms | Asking price or other proposed structure, seller/broker contact and the role of the person introducing the property. |
| Timing | Expected process, known deadlines and access arrangements. Identify any confidentiality requirements before sharing sensitive records. |
The building
Condition changes the picture.
Ask for existing condition reports and a summary of recent work. Separate routine upkeep from replacement work and broader refurbishment. Identify who prepared each report and when.
Where relevant, look into roof and drainage, structure, mechanical and electrical systems, exterior fabric and common areas. Any technical conclusion should come from the appropriate inspection or professional.
For higher-end property, finish schedules, joinery, lighting, acoustic/privacy considerations and external spaces can help describe quality. They do not replace building condition information.
Income & costs
Use records with dates.
Where a property is income-producing, a current rent schedule and operating history help explain its present position. Record the period covered and any one-off items.
Lease terms, vacancies, service arrangements, insurance and property-related costs may change the ownership picture. Supporting records should distinguish actual amounts from estimates or proposed changes.
Send a summary first. Do not include tenant identity documents, bank details or unrelated personal information in an initial introduction.
Before progressing
Write down the open items.
A short list of missing documents and unanswered questions keeps the next conversation specific. Do not describe planning consent, permitted use, title or contractual rights as confirmed unless the relevant records have been reviewed.
Any transaction, inspection, confidentiality arrangement or appointment requires separate agreement. An introduction prepared on this website is not an offer or acceptance.
Download the introduction checklistRead the document handover note