Transaction Expertise. Strategic Insight. Institutional-Grade Modelling.
Why Choose Unison Direct for Investment Analyst & Associate Support?
Clients rely on Unison Direct for:
Our Investment Analyst & Associate Services Include:
- Opportunity assessment against acquisition criteria
- Sensitivity and benchmarking analysis
- Preliminary underwriting and land viability reviews
- Cash flow modelling with IRR, equity multiple, and downside scenarios
- Sector and sub-market trend monitoring
- Coordination of legal, tax, and technical diligence
- Management of external advisors and third-party reports
- Review and validation of finance documents
- Contribution to detailed Investment Committee papers
- Liaison with solicitors and capital partners
- Review of legal documentation and closing deliverables
- Funds flow preparation and oversight
- Documentation of JV and waterfall mechanics
- Bank monitoring and reporting
- Project performance tracking against budgets and KPIs
- Financial analysis for value-add initiatives
- Investor and internal reporting
- Exit Planning
- Preparation of investor decks and fundraising materials
- Development of transaction case studies and performance summaries
- Contribution to fund model and quarterly investor reporting
- Scenario analysis for exit timing and method
- Legal support and documentation preparation
- Waterfall-based fund distribution modelling
Why Our Analysts Stand Out
Who We Work With
Our Real Estate Investment Services Include
We provide tailored support across every stage of the property investment lifecycle. Our outsourced real estate accounting and financial services cover:
We analyse key metrics like property performance, rental returns, operating expenses, and debt coverage to guide smart acquisition decisions.
From transactional bookkeeping to monthly reporting, we manage SPV accounts, track expenses, and prepare year-end summaries.
Stay on top of asset health, rental returns, refinancing prospects, and market trends – all seamlessly tracked and reported in one smart platform.
We prepare HMRC-aligned statements for capital gains, property income, interest deductions, and allowable expenses.
Scenario-based models covering vacancy risk, interest rate shocks, market downturns, and planning delays – customised for your asset class.
Analyse timing, valuation trends, and tax exposure to inform sale or refinance strategies – ensuring better returns and clean exits.
For fund managers or syndicates, we manage capital calls, investor reporting, fund-level P&L, and waterfall models.
Who We Help
Our services are built for UK-based investors who want better control, clarity, and growth. We serve:
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First-time or growing buy-to-let landlords
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Small developers managing 2–20 projects
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Syndicates and joint ventures needing shared reporting
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Property managers handling multiple SPVs or lettings
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Real estate funds and family offices seeking outsourced accounting
Whether you need ongoing finance outsourcing for real estate investors or project-based analysis, we build flexible solutions around your goals.
How It Works
Consultation and Investment Review
We understand your asset types, investment goals, and current reporting setup.
Analyst & Accounting Setup
We onboard securely, map your portfolio or projects, and assign an experienced analyst/accounting team.
Execution and Reporting
You receive regular financial reports, forecasts, tax summaries, and strategic analysis—ready to use or share with your accountant.
Ongoing Advisory and Planning
We support decisions around refinancing, restructuring, and sales - always aligned with market data and your risk appetite.
Our property investment financial services are powered by:
All data is securely stored and transferred using encrypted platforms, fully aligned with UK tax and reporting practices.
As specialists in outsourced finance for real estate investors, we deliver:
We combine the reliability of accountants with the foresight of analysts – giving you an edge in a competitive market.
Frequently Asked Questions
Our analysts support you with data modelling, forecasting, market research, risk assessment, and financial review. It’s part of our real estate investment advisory UK service offering.
Yes. We prepare capital gains summaries, rental income breakdowns, and allowable expense logs aligned with HMRC requirements.
Absolutely. We provide full property investment accounting services including ledger tracking, reconciliation, and reporting per asset or SPV.
We work with both. Our real estate fund accounting outsourcing services support fund managers, syndicates, and family offices.
Absolutely. Our infrastructure is built on ISO 27001-certified systems, fully encrypted, and aligned with GDPR standards to ensure complete data security.