Investor Tiers

Choose your Investor Tier

Observer (WhatsApp Deal Group)

For Early-Stage Investors Exploring the Market

Free

Join

Access to Free WhatsApp Deal Group

Market Insights and Light Investment Education

Limited access to Live Investment Opportunities

Who it’s for:

New and emerging investors who want to stay close to live opportunities, learn how real deals work, and pick and choose from a small selection of limited-stock opportunities before making their first move.

Foundations (1:1 Strategy Call)

Before the first deal – build the foundation

£495 + VAT

Book your call

Bespoke Investment Plan with Capital Analysis

Full Set Up and Structure

Investor Ready in 14 Days

Trusted Property Expert Introductions

Who it’s for:

New investors who want to get it right from the start. We build your full investment plan, structure your setup, and get you investor-ready in just 14 days.

Heritage (1:1 Full Portfolio Building)

Serious Support for Serious Investors, Access One of Scotland’s Largest Off-Market Deal Pipelines

POA*

Enquire Now

1-1 Bespoke Property Sourcing and Strategy

Full Investor Support with Quarterly Check-Ins

Offer Handling & Negotiation

Full End to End Investment Service

Quarterly Strategy Check Ins

Who it’s for:

Investors ready to buy and build. We source the right properties, handle the negotiations, and guide you from offer to income. Perfect for hands-off investors who want expert support and real results.

FAQ

You ask, we answer

Do I need to be an experienced investor to join?
Not at all. Our Foundations Tier is designed specifically for new investors looking to make their first move with confidence. We’ll guide you through each stage of the process.
How do I know which tier is right for me?
If you’re unsure, we recommend starting with a discovery call. We’ll ask a few questions about your goals, experience, and timeline, then suggest the best fit.
What happens after I complete the Foundations Tier?
Most clients either move into our Heritage Tier for continued deal flow and long-term support, or remain with us through our lettings and management services. You’ll also be eligible for an invitation to our Legacy Tier as your portfolio grows.
Can I pause or change tiers later?
Yes. If you're in the Heritage Tier, you can pause your retainer at any time and rejoin when you're ready to invest again — no extra fees to restart. We’ve designed this to be flexible and fair.
Do you charge sourcing fees on top of membership?
Yes — but it depends on your tier. In Foundations, your sourcing is covered by the one-time membership fee.In Heritage, sourcing fees apply per deal, alongside a monthly retainer. We’ll always be transparent about costs before we begin any work.
How do I access Legacy Tier?
Legacy is invitation-only, typically offered to clients who have built a significant portfolio with us and align with our long-term vision. If that’s your goal, we’ll help you get there.

We work with

Caledonia Portfolio is a privately operated investment consultancy based in Scotland. We do not offer regulated financial advice. All information provided on this website is for educational and informational purposes only. Property investment carries risk and past performance is not indicative of future results. Clients are encouraged to seek independent legal and tax advice before entering into any investment arrangement. Caledonia Portfolio Builders - Companies House Number SC695027.