Service · Strategic
Discreet sourcing for strategic property acquisitions
Some buyers are not looking for whatever is available; they want a particular kind of property that fits something they already own or plan to build. Strategic sourcing works from tightly defined criteria and often involves properties that are not openly for sale, which makes confidentiality and permission essential.
Defined criteria
A strategic brief is usually narrow: a specific location, a building type, a size band, or a property adjoining an existing holding. The clearer the criteria, the easier it is to say quickly that something does not fit.
Confidentiality
Buyers with a strategic aim often prefer not to be identified, and owners approached about a property that is not on the market expect discretion. Neither party's identity is disclosed without permission.
Before any discussion goes further, we confirm that the person we are speaking to owns the property or is authorised in writing to represent the owner. Without that, nothing is shared.
Permission-based introductions
An introduction happens only when both sides have agreed to it and the terms of the introduction have been set out in writing. Each party then continues with its own legal, financial and property advisers.
Phased information sharing
Information moves in stages. At first, only enough is shared to test fit, often without names or addresses. Fuller details follow once both sides have agreed to continue and the introduction arrangements are in writing.
A property can be bought directly, or by buying the shares of the company that owns it. The two routes involve different specialist assessments, because a company brings its own history, liabilities and contracts. We record which route the seller proposes; we are not legal or tax advisers, and the choice and its consequences belong to each party's own advisers.
Questions buyers and owners ask
Can you approach owners whose property is not on the market?
Where a brief calls for it, a discreet enquiry may be made. Nothing is shared without permission, and an owner is under no obligation to respond.
Will our identity be disclosed?
Not without your permission. Your brief should state who may be told, and at what stage.
Do you advise on share purchases?
No. We note whether a sale is of the property or of the owning company. Legal and tax implications are for your own advisers.
Start with the route that fits.
Buyers can set out their criteria; owners and authorised intermediaries can introduce a property in confidence. Either route begins with a review of initial fit.