Buy Well To Build Wealth.
Our due diligence ensures that a carefully considered process is applied to your real estate strategy & thorough research is applied to your real estate acquisition.
The ultimate goal is to structure your real estate strategy & your real estate acquisition in a way that enables you to build a quality real estate portfolio which is not cumbersome to sustain & maintain. This is the only way to ensure that your real estate assets are contributing to building your wealth and growing your personal net worth.
REAL ESTATE INVESTMENT STRATEGY
Some of the factors considered for real estate investment strategy for our clients:
- Taxation
- Ownership
- Finance
- Capital Appreciation
- Liquidity
- Yield
- Depreciation
- Management
- Legal
- Affordability
- Costs
- Ongoing Expenses
- Portfolio Planning
- Projected Growth
Our real estate acquisition research methodology uses both qualitative & quantitative analysis, including, but not limited to demographics insights, economic evaluation, rental trends, local data & market indicators.
Our objective is to identify low risk, strong cash flow real estate assets that have a high probability of achieving above average capital appreciation.
Our process focuses on real estate investment strategy for you and the analysis is a part of the real estate investment acquisition.
REAL ESTATE INVESTMENT ACQUISITION
- Location
- Economic Diversity
- Market Size
- Infrastructure Growth
- Population
- Employment
- Climate Risk
- Vacancy Rates
- Employment
- Property Type
- Supply
- New Projects
- Inventory Levels
- Discount Rates
- Valuations
- Growth Cycle
- Price Growth
OUR REAL ESTATE INVESTMENT ADVISORY PROCESS
Our process to grow your wealth through real estate strategy & acquisition has 6 distinct steps:
- Initial Consultation
- Strategy & Planning
- Financial Analysis
4. Real Estate Selection & Acquisition
5. Property Management
6. Ongoing Review
Strategy and acquisition incorporate in-depth research & due diligence.
Our office is conviently located at 566 Kilda Road, Melbourne 3004.
Contact us today for a confidential discussion.
FAQ
1. Do you charge for your services?
The first meeting is complimentary. In the first meeting, we ask you some questions to understand your current situation and financial goals. If we see that we can add considerable value to your financial situation, we will first explain that value, so you can make an informed decision about whether you feel it is worthwhile for you to pay us a fee to work on a tailored real estate investment strategy & acquisition plan.
2. What type of property should I buy?
That will depend on your situation, financial goals and net worth gap. We may do a comparative analysis on the different types of real estate options available (house & land, townhouse, NDIS, apartment, dual occupancy, rooming house etc) to determine which option is most suitable to your situation, needs & financial goals.
3. When should I buy?
The real estate market is not a homogeneous market. Different regions are in different stages of the property cycle. Our research can identify areas that are due for growth, which can potentially accelerate capital growth and equity creation for you. The alternative is to buy a property without consideration of the property cycle and risk years of stagnant growth.
4. Where do I buy?
Our in depth macro and micro research capability enables us to identify regions, suburbs and areas with the right mix of demographics, infrastructure growth, median price trends, stock on market, CGR & recent sales, so we can locate potential real estate hot spots.
5. How do I buy?
We will guide you around what to consider around tax, ownership and lending considerations and refer you to our team of qualified specialists, if you require specific assistance in this area.
6. Why can’t I buy a property without research, strategy and planning?
You can, but the likelihood of being able to build a high-quality investment real estate portfolio that generates lifetime wealth is extremely low. Most people cannot get past one or two properties, many sell prematurely and many never achieve their financial goals due to insufficient consideration to type of property, quality of property, cashflow, capital growth needs & financial structure. If you wish to be in the very small minority of people who wish to acquire a profitable and quality real estate investment portfolio, it is not advisable to follow the non-methodical, unscientific & random way in which the majority approach property investing.