22/06/2023
Morning everyone, so yesterday I spoke about the Investment Analysis tool and why it's so important. At the moment we're reviewing a significant opportunity - significant, IF it stacks up the way we want it to.
It was originally 1 x site including a nice house, then became 2 sites beside each other and now it's 3 sites in a row. We got excited! However it means we have to go back to our Investment Analysis template as a priority to contain our emotions and allow the facts to inform our next moves...
So from our IA template, a few of the key questions in that tool, that became essential as we do continually-evolving analysis are:
1. How does it fit into our overall thinking / END GAME / Strategy / portfolio in terms of correlations / hedge / risk?
2. - Wil there be natural buyers when / if this market drops materially (>5t o 10%) or significantly (>10%). Explain reasoning...
3. What are purchasersβ other options and will this property compare favourably? Why?
Plus many more, but I'm confident you will really appreciate this tool once you see it. We'll be giving it away next Wednesday!!
We'd love to hear your thoughts below about how you assess sites ensuring you keep emotion out of it, or any challenges you have with this?