What to Include in a Wholesale Property Summary
Oct 28, 2026
By Anthony Price
“Great deal. Won’t last.” does not tell a buyer much.
A useful property summary answers a few simple questions: What is the house? What does it cost? What needs work? And how can the buyer see it?
Give buyers enough clear information to decide whether they want to look closer. You do not need fancy words or a big promise about profit.
Start with the house
Include the address, type of property, bedrooms, bathrooms and approximate size. Add the lot size if it matters to the deal.
Say where important numbers came from. If the county record and the seller give different square footage, point that out. Do not just use the larger number.
Use current photos. Show the problems as well as the good parts. If an image has been changed to show a possible renovation, label it and include the real condition photos too.
Be clear about what you are offering
Do you own the house? Or do you have a purchase contract that you plan to assign to a buyer?
Assigning a contract means transferring your rights under that contract. It is not the same as selling a house you already own. Explain your role clearly.
Before marketing the deal, have a local real estate attorney check what your contract allows and what rules you must follow. Rules differ by state. For example, Oregon has registration or licensing rules and requires written disclosures. The Oregon Real Estate Agency explains those requirements.
Break down the price
Do not make buyers guess what your price includes.
Here is a made-up example:
- Price in the seller’s contract: $130,000.
- Your assignment fee: $12,000.
- Total before the buyer’s other costs: $142,000.
If you show the $142,000 total, explain those two parts. Also say which other costs the buyer is expected to pay. Make sure that matches the actual deal terms.
Do not write “buyer pays all costs” unless you know what that includes. Your summary should match the agreements, not add new terms.
Show how you got the value and repair numbers
If you estimate what the house could sell for after repairs, call it an estimate. This is often called after-repair value, or ARV.
Show recent sales of similar homes nearby. Include the sale dates and explain any important differences. Only share records you have permission to share.
For repairs, list the work, who estimated the cost and when. Say what the estimate leaves out. A guess from photos is not a contractor’s quote.
Use plain notes like these:
- “Seller says the roof is five years old. We have not checked that yet.”
- “Photos taken on October 1.”
- “Repair estimate based on photos. A walkthrough is still needed.”
- “Size comes from county records. It needs to be checked.”
These are sample notes, not facts about a real deal. Use the details you actually have.
If you know a statement is wrong, fix it. Adding “buyer to verify” does not make it okay.
Say who lives there and how to see it
Tell buyers whether the house is empty, owner-occupied or rented. If you do not know when it will be empty, say so.
If there are tenants, share the lease information through a private, approved process. Be clear whether a rent number is what the tenant pays now or what you think a future tenant might pay.
Explain how to arrange a visit. Do not tell people to enter without permission, bother the occupants or contact the seller against your agreement. Keep lockbox codes and private tenant details out of public posts.
Include the dates and next step
List the proposed closing date, required deposit and any time allowed for inspections. Explain how a buyer should respond. Use the terms from the actual deal documents.
If there is a real deadline, give the date, time and time zone. Do not invent a deadline or claim other buyers are interested when they are not.
Say what is still being checked. For example, “The title company is checking ownership and any claims against the property” does not mean that check is finished.
Keep private seller documents out of public marketing. Share them only through the right private process.
Put the key facts in this order
- Address and what you are offering.
- Price and fee breakdown.
- House details and current photos.
- Needed repairs and estimated cost.
- Similar home sales that support your value estimate.
- Who lives there, how to visit and key dates.
- How the buyer can take the next step.
Link to the supporting photos and records. Test the links before sending. Make sure the buyer can open them without getting access to unrelated private files.
Read it once before you send it
Check the address, prices and dates. Do they match everywhere? Are old terms still hiding in the draft? Have you clearly marked estimates and missing answers?
Then ask: “What would a buyer still need to ask me before deciding to look at this house?” Add the answer if you have it. If you do not, say it still needs checking.
A clear summary will not guarantee a sale. It will make the deal easier to understand.
A resource for buyer conversations
The Dispositions Scripts package helps with buyer conversations and follow-up. It also includes marketing templates. The files come in PDF and editable Word.
Common question
Should I tell buyers how much they could make?
Show them the price, estimated repairs and what similar homes have sold for. Let them work out their own profit. Do not promise a profit or leave out costs to make the deal look better.