For practical communication, it helps to classify investors by profile, because profile impacts both strategy and typical tax touchpoints:
- Non-resident individual: often focused on capital safety and management simplicity
- Resident individual: may have different reporting obligations
- Corporate investor: may prioritize scalability and accounting clarity
- Short-term rental operator: more operational, more documentation needed
Then you map income types:
- Rental income (long-term or short-term)
- Capital gains (profit on resale)
- Other income (service income, if structured that way)
A clean “agent-level” explanation should be:
- We select the property based on your strategy
- We confirm the legal status of the asset and contracts
- You confirm tax and reporting details with your adviser
- We keep documentation organized from the start
This approach protects the platform: you don’t promise tax outcomes, but you still give the investor confidence that nothing is “hidden.” The best investor experience is clarity and predictability, not aggressive promises.
