Our Memberships

Choose your Membership

Observer
For Early-Stage Investors Exploring the Market
Free*
Join
Access to Free WhatsApp Community
Market Insights and Education
Limited access to Live Investment Opportunities
Progression Support
Who it’s for:

New or curious investors who want to learn, stay close to the action, and get a feel for Caledonia — before making their first move.

Foundations
Before the first deal – build the foundation
POA*
Enquire Now
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
Serious Support for Serious Investors, Access One of Scotland’s Largest Off-Market Deal Pipelines
POA*
Enquire Now
Bespoke Property Sourcing and Strategy
Full Investor Support
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.

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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.