Property deal pack template: what investors want to see

A deal pack is the document you send an investor so they can decide quickly whether to reserve a deal. The best ones are short, honest and backed by evidence. Make yours in a couple of minutes with the free deal pack generator.

What to include

• A headline: property type, bedrooms, area and strategy, for example "3-bed terrace, Basingstoke, buy-to-let".
• The purchase price and the estimated value, with the discount below value.
• Evidence for the value: two or three comparable recent sales nearby.
• Rent: expected monthly rent and how you know it, such as letting agent figures or similar listings.
• Costs: stamp duty with the 5% surcharge, legal fees, refurb estimate and your sourcing fee.
• Returns: total cash needed, gross and net yield, and return on cash invested.
• Photos and a short, honest description, including what needs doing.
• Your details: business name, contact, and your AML registration and redress scheme numbers.

Mistakes that lose investors

• Inflated values with no comparables.
• Leaving out stamp duty or refurb costs to make the yield look better.
• Promising guaranteed returns.
• Sharing the full address before a sourcing agreement is signed.

Upstream builds deal packs from the property's own data, with comparable sales, stamp duty and yields filled in, and shares them with matched investors in their portal.