Practical Investor Resources
Take the principles off the page and put them to work.
The Property Capital Playbook explains the thinking behind better investment decisions. These practical resources help you apply that thinking when reviewing real property investment opportunities.
From initial screening and due diligence to financial analysis and ongoing project monitoring, each tool is designed to make your investment process more structured, consistent and informed.
Start with a complimentary Deal Review
FREE DOWNLOAD
Investor Deal Review Checklist
Before investing time and money in detailed due diligence, establish whether an opportunity deserves closer examination.
This practical first-pass checklist helps you identify the essential questions surrounding the developer, project, proposed return, repayment route, security and principal risks.
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A downloadable PDF featuring 51 first-pass questions covering the opportunity, people, financing, security, repayment and principal risks — with space to record your findings and next steps.
Practical Tools for Private Investors
A collection of downloadable tools developed to support more disciplined property investment decisions.
Investor Due Diligence Workbook
Investigate before you commit.
Structured questions, evidence checklists and review frameworks to help you assess the people, project, financial assumptions, security and repayment arrangements behind an investment opportunity.
£29
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An Excel workbook (.xlsx) containing seven worksheets to support a structured review of a property investment opportunity.
- Project review record and key investment information.
- Developer, project funding and proposed exit assessments.
- Security, legal and supporting-evidence review sections.
- Evidence records and outstanding-action tracking.
Designed to help you organise your questions, findings and supporting information before committing capital.
Deal Analysis Calculator
Understand the numbers for yourself.
An Excel-based calculator designed to help you examine project costs, funding structures, expected returns and financial sensitivities. Test the assumptions rather than relying entirely on the figures presented to you.
£49
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An Excel financial analysis workbook (.xlsx) containing:
- Investor summary showing key financial outcomes.
- Editable deal inputs and financial assumptions.
- Sensitivity analysis to examine changing scenarios.
- Supporting calculations and instructions for use.
Designed to help you examine proposed returns, funding arrangements and repayment assumptions rather than relying solely on figures presented by others.
Investment Monitoring & Reporting Pack
Stay informed after funds are committed.
A practical workbook and tracking mechanism for monitoring project milestones, expenditure, progress updates, emerging risks and investor communications throughout the investment term.
£29
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An Excel workbook (.xlsx) containing practical tools for managing the information associated with an ongoing investment.
- Project milestones and expenditure tracking.
- Risk, action and communication records.
- Progress reporting and problem-update worksheets.
- Exit, repayment and investment close-out records.
Helps you maintain an organised record of project developments, outstanding issues and information received throughout the investment term.
AI Prompt Library
Ask sharper questions. Challenge assumptions.
Artificial Intelligence can be a very helpful tool, but only if you give it the right prompts. Our curated collection of practical AI prompts is designed to help private investors scrutinise investment proposals, challenge financial assumptions, identify due diligence gaps and explore potential risks — supporting more informed, evidence-based investment decisions.
£19
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A structured PDF guide containing 30 reusable AI prompts designed specifically for private property investors.
- Prompts covering developers, evidence, funding, investment terms, risks and project monitoring.
- A prompt finder to help select an appropriate question.
- Guidance on preparing inputs and checking AI-generated responses.
- Two worked examples demonstrating how prompts can be used in practice.
Requires access to a suitable AI assistant, which is not included. AI-generated responses must be independently verified.
The Private Investor Toolbox
The complete collection. One practical package.
For investors who want a consistent process from initial opportunity review through to project monitoring and completion.
The Private Investor Toolbox brings together the four core resources; Investor Due Diligence Workbook, Deal Analysis Calculator, Investment Monitoring & Reporting Pack and the AI Prompt Library into one convenient package, providing a connected set of tools for assessing, structuring and monitoring private property investments.
£89
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The complete collection of Property Capital Playbook investor resources, comprising:
- Investor Due Diligence Workbook — Excel
- Deal Analysis Calculator — Excel
- Investment Monitoring & Reporting Pack — Excel
- Property Investor AI Prompt Library — PDF guide
Together, these resources support the process from initial due diligence and financial analysis through to ongoing monitoring and more focused AI-assisted questioning.
Individual total: £126.
Toolbox bundle price: £89 (save £37)
All resources are provided for general information and educational purposes. They do not replace appropriate financial, legal, tax or other professional advice.