Portfolio Case Study

We build and manage diversified property portfolios for sophisticated investors.

From $0 to $6 million in 5 years

This residential portfolio comprises four A-Grade established homes purchased in AAA locations between 2017 and 2021. The portfolio is diversified across three states which helps lower land tax and spreads market risk.

Our client is actively acquiring assets and we expect to grow the portfolio to seven assets before they enter the hold phase of their strategy.

One of the assets is a development site and we are working with a town planner to complete a small subdivision and redevelopment. The development will be sold off and profit will be reinvested into future assets.