Fee Structure and Tiers

Payment Milestones (3 stages)

Our fee is payable in three stages:

30% Retainer — due upon engagement (to launch the mandate).

30% Second Installment — due when one or more properties reach the “final shortlist” stage and we prepare the Letter(s) of Intent / Written Offer.

40% Final Installment — due only upon successful closing.

We offer three fee tiers based on your acquisition budget.

Tier One : USD 1M to 3M | USD 45,000

Tier Two : USD 3M to 5M | USD 75,000

Tier Three : USD 5M+ | USD 125,000

How It Works — 6 Steps

STEP 1

We start with a confidential 20–30 minute call to define your acquisition strategy: target locations, lifestyle or investment objectives, must-haves, non-negotiables, timeline, and decision criteria.

If we mutually decide to proceed, we execute a formal engagement agreement and secure the 30% retainer for your chosen tier. This activates a fully dedicated search mandate on your behalf.

STEP 2

We run a discreet search, leveraging trusted agents and qualified private channels to surface both on-market and off-market opportunities aligned with your criteria.

You receive a curated selection with our first-level, independent assessment—so you can eliminate noise early and focus only on credible candidates.

Once you shortlist candidates, we position and schedule private viewings with owners and/or their representatives, with discretion as a priority.

During visits, we document the property thoroughly and evaluate:

physical condition and immediate risk points,

intrinsic value and market context,

negotiation posture, exposure, and seller motivation.

You receive a structured second-level assessment (technical + financial + strategic) to support a confident “go / no-go” decision.

STEP 3

STEP 4

If none of the shortlisted properties are acceptable, we return seamlessly to the sourcing and selection stages without additional fee, refining criteria as needed and continuing the mandate until a property meets your objectives.

The mandate remains active up to three (3) consecutive searches, as currently stated.

STEP 5

Once terms are accepted and the file moves into the legal/contract phase, we coordinate—alongside your attorney/solicitor and the seller side—the full due diligence sequence.

This typically includes:

Independent building inspection / survey (up to 3 properties maximum, as currently stated),
Market-based valuation / appraisal,
Title / ownership verification and legal review (the classic “between signing and closing” checks),
insurance and risk items where applicable,
negotiation of repairs/credits/adjustments when findings justify it.

STEP 6

After due diligence is cleared and documents are finalized, we coordinate closing logistics—either in person (with local arrangements as needed) or remotely where permitted.

Proof of funds and source-of-funds documentation is compiled and submitted in line with compliance requirements, then closing documents are executed and funds transferred securely.

Upon successful closing, the final 40% installment becomes due.

Private Strategy Call & Engagement (Payment 1)

Discreet Market Access & Off-Market Sourcing

Shortlist, Private Viewings & On-Site Evaluation

Offer Strategy, LOI / Written Offer (Payment 2)

When one or more properties reach the final stage of your selection, we prepare the appropriate Letter(s) of Intent or Written Offer (jurisdiction-dependent) to formalize your position and protect your negotiation posture.

At this stage, the second installment (30%) becomes due.