Stage 1 · OpenTeaserHeadline metrics and this index, available to qualified parties.
Stage 2 · On requestNDASign the confidentiality undertaking to open the full room.
Stage 3 · Post-NDAPhase one accessTitle, planning, the build contract and the appraisal model.
Stage 4 · ConfirmedPhase two accessConstruction contracts, the nomination agreement, and corporate and legal.
Land & titleLender · Purchaser
- Title register & deeds
- Measured site survey
- Planning consent & S106
- Land purchase agreement
- Title insurance policy
Planning & environmentalLender · Purchaser
- Planning permission decision
- Building control approval
- Phase 1 environmental report
- Geotechnical & topographic reports
- Utility connection agreements
Design & constructionLender
- Architectural drawings
- Quantity-surveyor cost plan
- Fixed-price build contract
- Construction schedule
- Performance & payment bonds
- Employer's agent scope
Operations & managementPurchaser
- University nomination agreement
- Operator management agreement
- Operating budget & reserves
- Property management agreement
- Defects & warranty programme
Leasing & commercialEquity · Purchaser
- Rent schedule & tenancy terms
- Assured shorthold tenancy template
- Deposit & booking terms
- Bookings pipeline
- Nomination & letting agreements
- Lettings & marketing plan
FinancialLender · Equity · Purchaser
- Development appraisal model
- Sources & uses + debt schedule
- Sensitivity & scenario analysis
- Third-party appraisal
- Forward-sale term sheet
- Insurance schedule
Corporate & legalLender · Equity
- SPV structure chart
- Cap table
- Operating agreement
- Sponsor KYC
- Material-contracts register
Who reads what
Lender: security, contract, appraisal
Equity: model, sponsor, returns
Purchaser: appraisal, title, contracts