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Performance Property Investment Options
We build and manage diversified property portfolios for sophisticated investors.
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Where are you at in your Property Portfolio Strategy?
performance property investment strategy
Find out where your portfolio is at by booking a portfolio review with one of our PIPA Qualified Property Investment Consultants.
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Performance Model Portfolios

Our investment committee has designed and approved a number of model portfolios that can be customised to meet the needs of our clients.

The purpose of these portfolios is to create over $2.5m of equity (not just value) which can be converted into an income stream for retirement.

Our property advisors have been trained on how to build these portfolios and can work with you to discuss your individual situation and suitability.
$2.5m Property Investment Portfolio
  • Eligibility
  • $250k annual household income
  • $1.5m equity or net assets
  • >20 year investment horizon
  • $25,000 annual contribution
Contact us to find out more
$5m Property Investment Portfolio
  • Eligibility
  • $400k Annual Household Income
  • $2.5m Principal Home Equity
  • >20 Year Investment Horizon
  • $40,000 Annual Contribution
Contact us to find out more
$10m Property Investment Portfolio
  • Eligibility
  • $600k Annual Household Income
  • $4m Principal Home Equity
  • >20 Year Investment Horizon
  • $60,000 Annual Contribution
Contact us to find out more
$20m Property Investment Portfolio
  • Eligibility
  • $1m Annual Household Income
  • $6.5m Principal Home Equity
  • >20 Year Investment Horizon
  • $100,000 Annual Contribution
Contact us to find out more

Entry Level Investment Programs

In addition to our Performance Model Portfolios, below are our entry level programs to help clients purchase and pay off their principal homes so they can build equity.
Principal Home Deposit Saver
  • Eligibility
  • $150k annual household income
  • >5 year investment horizon
Contact us to find out more
Principal Home Debt Reducer
  • Eligibility
  • $200k Annual Household Income
  • >5 Year Investment Horizon
Contact us to find out more

Performance Case Studies

Below are a selection of case studies on client portfolios that we have built over the years
From $0 to $14 million in 10 years
We are ten years into our clients $30m property portfolio strategy which has generated $4m equity. The portfolio currently consists of 12 assets and is diversified across four states which helps lower land tax and spreads market risk.
From $0 to $7 million in 6 years
We are working with our client to build out a $20m portfolio. The portfolio currently consists of a unit block in Melbourne and three A-grade capital city assets in Melbourne, Brisbane, and Adelaide. The portfolio is diversified across three states which helps lower land tax and spreads market risk.
From $0 to $4.4 million in 8 years
We started compiling this Capital City focussed blue chip residential portfolio for our client in 2014. The portfolio comprises four A-Grade established homes purchased in AAA locations in Brisbane, Adelaide, and Perth. The portfolio is diversified across three states which helps lower land tax and spreads market risk.
From $0 to $4.8 million in 8 years
This simple residential portfolio comprises three A-Grade established homes purchased in AAA locations between 2013 and 2021. It has generated over 400% return on our clients capital invested. The portfolio is diversified across three states which helps lower land tax and spreads market risk.
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.
From $0 to $5.5 million in 6 years
This residential portfolio comprises five passive A-Grade established homes purchased in AAA and BBB locations between 2016 and 2022.
From $0 to $5 million in 17 years
This residential portfolio comprises four A-Grade established homes and a holiday apartment purchased in AAA locations between 2006 and 2016.
A complete range of property investment options
While our advice to every client is unique and based on their individual circumstances, below are some example investment options that we consider when compiling a portfolio for our clients.
Commercial and Residential Property Funds
Eligibility
  • Open to sophisticated and wholesale investors
  • Minimum $250k annual household income
  • Over $2.5m in equity or net assets
Learn more
Commercial & Industrial Property Investments
Eligibility
  • Open to all investors
  • Minimum $300k annual household income
  • Finance pre-approval
Learn more
Commercial Principal Place of Business
Types of Acquisitions
  • Medical practices and medical centres
  • National offices and relocations
  • National Retail outlets, big box stores and warehouses
  • Industrial Factories
Learn More
Residential Property Investments & Homebuying
Eligibility
  • Open to all investors and homebuyers
  • Minimum $150k annual household income
  • Finance pre-approval
We manage portfolio risk
Building and then managing a large property portfolio provides a unique set of challenges and risks. There are many key variables that are changing frequently, including: rents, values, market conditions, market forecasts, interest rates & your personal financial situation.

The more assets in a portfolio, the more complex it becomes. And if not managed properly, the risks can increase in a short period of time.

Our portfolio management service helps clients simplify this process and manage portfolio risk.
Let us review your portfolio
Find out where your portfolio is at by booking a portfolio review with one of our PIPA Qualified Property Investment Consultants.
Book a Portfolio Review