Investor Materials
Investor Brochure
A written summary of how SAT works — the advisory process, the evidence standard behind a recommendation, the services available around a holding, and the fee basis for each.
What it contains
The advisory process
How a mandate is defined, how opportunities are shortlisted, and what diligence is completed before anything is recommended.
Evidence standard
The sources we work from, the order we trust them in, and how figures are dated and withdrawn.
Services and fees
Advisory, portfolio, property management, rental supervision and disposal — each with its scope and fee basis.
Disclosure policy
How developer and transaction relationships are disclosed, and when.
Requesting a copy
The brochure is issued on request rather than posted as a standing download, so that every copy in circulation is current. Tell us briefly what you are considering and we will send the relevant version — and, where useful, the current evidence for the areas you are looking at.
Request the brochure · Related: Secure & Transparent · Investor Services