How to Write a Property Deal Pack Investors Will Read

A deal pack is how you present a property to investors. A good one lets an investor decide in a few minutes whether the deal is for them, and trust your numbers enough to take the next step. A weak one gets ignored, or worse, damages your reputation. Here's what to put in it.

1. A one-paragraph summary

Start with the headline: what the property is, where, the price, the strategy it suits, and the key numbers. For example: "Two-bed flat in Renfrew, needs a light refurbishment. Purchase £62,000, end value around £72,000. Suits BRR: about £6,800 left in and around 30% return after refinancing." If the investor reads nothing else, this should tell them whether to keep reading.

2. The property

• Type, bedrooms, bathrooms and floor area
• Tenure, and lease length for flats
• Condition and what work is needed
• Photos: an honest mix, including the rooms that need work
• Location: the area, transport, local amenities and the rental market. Show the general area until the investor has signed your agreement, if you prefer to protect the address.

3. Evidence for the end value

This is where investors look hardest. Show the comparable sales you used: address or street, sale date, price, type and distance, and explain how you arrived at your figure. A low, likely and high range is more credible than one optimistic number. See how to value a property using comparable sales.

4. Refurbishment costs

Break the work down (kitchen, bathroom, electrics, decoration and so on) with a contingency on top. If you have contractor quotes, say so.

5. The numbers for each strategy

Show the full working for each strategy that suits the property, such as flip, BRR or buy to let, including every cost: legal fees, survey, stamp duty, finance costs, your sourcing fee, letting fees, voids and maintenance. Then show the result: profit, cash left in, monthly cashflow and return on investment. If you include more than one strategy, a side-by-side table helps.

6. Risks

Every deal has them: a down-valuation, refurbishment overruns, a soft rental market, or lease issues. Naming them shows you've done the work, and investors trust sourcers who are honest about the downside.

7. Your fee, terms and contact details

• Your sourcing fee, whether VAT applies, and when it's payable
• The next step: how to reserve, and that a written agreement follows
• Your contact details, business name, company number and redress scheme membership
• A note that figures are estimates and the investor should do their own due diligence

What to leave out

• The seller's personal details (name, phone number, circumstances): share these only as needed, once the investor is proceeding.
• Hype: "guaranteed returns", "won't last" and "once in a lifetime" put serious investors off.
• Strategies that don't suit the property: only include the ones that genuinely work.

Tips for packs that get read

• Keep it short: two to four pages is plenty for most deals.
• Use your logo and the same layout every time, so investors recognise your deals.
• Send it only to investors whose criteria fit: budget, area, strategy and property type.
• Follow up, and record what each investor said.

How Dealcraft helps

Dealcraft creates a branded PDF deal pack from each property: your logo and contact details, photos, the key numbers and a full breakdown for each strategy you tick (with a side-by-side table if you choose more than one), comparable sales, your fee and terms, and your compliance footer. Seller details are never included, and you can show the area instead of the full address. Then it shows which of your investors fit the deal.