06 · Investments
Asset comparison and exit plan
Example project
Demonstration only — not a completed IM-Development project.
An illustrative example for an owner of two properties weighing which to keep and which to sell.
- Property type
- A flat and a plot
- Location
- Not specified (hypothetical)
Objective
To compare the two assets on the same criteria and outline possible exit plans.
Starting point
In this scenario the flat is let while the plot is unused. The owner lacks an overall picture of the costs, liquidity and time each property demands.
Illustrative sequence of work
- 01A table of current income and costs for each property.
- 02A qualitative view of liquidity and risks.
- 03Two or three hypothetical plans: keep, sell, or improve before selling.
- 04Questions for a tax adviser and a lawyer before deciding.
Expected outcome (illustrative)
The expected deliverable is a structured comparison for an informed decision, with no projected return. The scenario is a demonstration.
Other cases
- Example project
A joint property-improvement scenario
Flat intended for sale
A sample of how a conversation about jointly funding improvements might be structured.
View case