Before we can have that conversation
There’s a step here that neither of us can skip.
The law restricts who can be approached about investments of this kind. That restriction is what stops this sort of thing being sold to people it would harm, so before anything specific is discussed, you confirm which category you fall into.
Which rules apply depends on where you live, and the routes differ more than most people expect.
Where do you live?
- United Kingdom. You sign a statement about yourself.
- Ireland. No gate to pass. Register your interest.
- Portugal. Nothing to sign yet. Register your interest.
- Australia. An accountant certifies, not you.
- United States. A signed statement isn’t enough on its own.
- Canada. A prescribed risk acknowledgement form.
- Somewhere else. We find out what your country requires, then tell you honestly.
Being on the list doesn’t mean every question is settled. Several of these are still with lawyers in the country concerned, and each page says which. If yours isn’t there, say so here and we’ll find out rather than guess.
What we won’t do
We won’t help you decide which box to tick, talk you through whether you might qualify, or suggest a reading of the criteria that gets you over the line. If you ask, the answer will be that we can’t, and that isn’t us being unhelpful.
The certification only means anything if it’s yours. A statement someone talked you into isn’t a statement.
If there’s no route for you
For some of the countries above there’s no open route today, and for at least one there may never be. We’d rather say so plainly than leave you wondering. It’s a restriction on who can be approached, not a judgement about you, and it can change.
One thing is open to anyone, wherever you live. Deal Shaping with Sara, where a real property decision gets pulled apart every fortnight, numbers and mistakes included.