A private acquisition search needs more than an asset type and lot range. Tenure, lease events, tenant information, condition, EPC, service charge, capital work and the principal's approval route determine which opportunities reach the advisers.
Rivermark searches and organises the property information, keeps confidential names within the agreed circle and arranges contact with the owner or agent. Rivermark does not recommend an investment, forecast returns or hold client money.
What changes the search
- Asset type, geography, lot range and reason for the acquisition.
- Freehold or leasehold title and the ownership entity.
- Occupational leases, breaks, expiries, arrears information and tenant documents supplied for diligence.
- Condition, statutory records, EPC and known capital expenditure.
- Service charge, insurance, management and any estate restrictions.
- Decision-makers, source of funds, advisers and approval timetable.
- Confidentiality, excluded parties and opportunities already reviewed.
- A marketing yield or rent schedule is not an investment recommendation.
- Confidentiality does not remove identity, authority or source-of-funds checks.
- An agent pack can be incomplete or out of date and needs transaction diligence.
What Rivermark checks first
- Search requirement approved by the principal or authorised representative.
- Property longlist with agent or owner source.
- Shortlist of property facts and missing documents.
- Questions separated for legal, valuation, tax, finance and building advisers.
- Contact and viewing record for selected opportunities.
What to send
- Principal or entity and authorised contact.
- Asset, geography, tenure and lot range.
- Income, occupation or strategic requirement stated by the client.
- Adviser team and approval steps.
- Confidentiality, known opportunities and excluded contacts.
Further reading
- HMRC estate agency business scopeCurrent supervision context for property search and introductions.
- HM Land Registry property informationRegistered title information for property diligence.
- Non-domestic minimum energy standardCurrent EPC context for in-scope let property.
Common questions
Do you recommend investments?
No. Rivermark runs the property search and organises the facts for the principal and appointed advisers.
Can the search remain discreet?
Yes. Rivermark agrees who can be named, what can be shared and which parties must not be contacted before the search begins.
When do compliance checks happen?
Identity, authority and risk checks happen before Rivermark accepts instructed activity or makes a protected introduction.