Property Finance and Investment

Property finance and investment is a specialism of real estate and surveying and has its own RICS APC pathway.

Practice Area Property Finance and Investment

An investment and property surveyor manages their clients’ property portfolios to maximise returns through asset management and buying or selling. It includes services relating to property finance advice or provision, or indirect property investment.

Although the focus is on the financial attributes of property, rather than its physical attributes, you also require experience and knowledge of property to carry out tasks such as inspecting buildings.

What skills are required?
  • Numeracy
  • Financial modelling
  • Analytical skills
  • Excellent communication skills and the ability to work well with clients and other professionals.
  • Report writing
  • Commercial awareness
What qualifications are required? Employers may require a RICS accredited (or other relevant) degree, with graduates working towards MRICS or Assoc RICS status.
What is it like in practice?

Investment surveyors may work for banks or other financial institutions or for specialist consultancies working for clients.

The work can involve sourcing and managing deals, providing expert consultancy, collecting and analysing data and working with clients and other professionals.

Drive and motivation are important to work in this very client focused arena.

Usual office hours with some domestic or international travel sometimes needed. A driving licence may be required.

Work Environment Mainly office with some site work.
Employment opportunities

Employers often look for graduates with transactional experience, analytical skills and some relevant experience so you could build on previous experience through a graduate development programme or real estate experience.

Whilst many students have an RICS accredited degree, there are opportunities for non-cognate graduates to join a firm and study for a property qualification whilst working.

More information

Visit RICS (opens new window)

Visit Prospects (opens new window)

Relevant UCEM programmes

BSc Real Estate Management

MSc Real Estate

MBA Construction and Real Estate

You might like this role if you enjoy:

  • Doing deals and making transactions
  • Using mathematical and business skills in areas such as strategy and financial modelling

See more skills used by property finance and investment specialists:

  • Using a wide range of data such as verbal, written, numerical and perceptual information
  • Analysing and identifying patterns in data
  • Working with different people such as clients and specialists