Portfolio Case Study

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.

To create a healthy mix of growth and income, we have acquired seven of A Grade established homes, two development sites, two corporate apartments, and a unit block.

Our client is entering the hold phase of the strategy, however given they have an active approach to their investing, they will continue to optimse their portfolio through strategic investment acquisitions and sales. They will also complete the two development projects which will release equity to reduce portfolio debt and help fund future acquisitions.