Process

A measured path for private property mandates.

The process is designed to reduce confusion before capital, identity, documents, or counterparties are exposed. Each phase creates a clear record of assumptions and decisions.

01

Confidential Intake

Objectives, decision authority, preferred jurisdictions, disclosure limits, source-of-funds context, and timing are captured before any property discussion.

Working Outputs

Initial mandate note
Communication protocol
Conflict screen

02

Mandate Architecture

Aurum defines the advisory scope, required counsel, diligence questions, ownership considerations, and approval standards before market work begins.

Working Outputs

Scope map
Counsel requirements
Diligence framework

03

Market and Counterparty Review

Target corridors, developers, agents, sellers, valuers, banks, settlement counterparties, and title assumptions are tested against the mandate.

Working Outputs

Market shortlist
Counterparty register
Risk matrix

04

Execution Coordination

Negotiation, document flow, local representation, settlement sequencing, and completion readiness are coordinated with the appropriate specialists.

Working Outputs

Decision memo
Completion checklist
Settlement sequence

05

Stewardship Review

Held assets are reviewed for documentation quality, market position, compliance triggers, tenancy status, and future exit readiness.

Working Outputs

Review note
Document inventory
Exit readiness view

Controls

Boundaries are part of the service.

The strongest mandate process is not the fastest one. Aurum keeps the work narrow, documented, and counsel-coordinated so decisions can be reviewed with discipline.

No sensitive documents through public channels

No property shortlist before mandate discipline

No legal, tax, or regulated advice outside qualified counsel

No public case use without explicit client consent

First Step

Start with a confidential intake review.

Begin Review