1.0 WAGGA WAGGA RESIDENTIAL INVESTMENT

Situation
  • Experienced Investor (third Property through Aspect)
  • Defined Budget
  • Wanted Modern Building
  • Well located
  • Long distance from the markets they wanted to buy in
  • Unsure where to invest next
  • Unsure of the local markets
  • Limited time to do proper research
Benefits
  • Suitable options presented which were analysed and had passed background checks.
  • The investment options were pretested to guarantee they met agreed investment requirements
  • Significant time and money saved
  • Local knowledge and the ability to determine the right parts of town
  • Professional negotiation
  • Industry Contacts and knowledge to avoid the pitfalls.
  • Property was inspected by Aspect to confirm suitability
Investment at a Glance

Regional City location - 4 bedroom modern dwelling.

Property Location Regional Centre
Asking Price $399,000
Sale Price $385,000
Gross Rent $21,320 p.a ($410/week)
Gross Return 5.50%
Net Rent $318/week ($16,536 p.a)
Net Return 4.30% pa

2.0 TAMWORTH RESIDENTIAL INVESTMENT

Situation
  • First investment property
  • Limited funds
  • Limited ongoing maintenance was important
  • Required strong occupancy
  • Unsure where to invest
  • Unsure of the process
  • Limited time to do proper research, and uncertain how to perform research
  • Had difficulty comparing between various locations and properties
Benefits
  • Guided through the process
  • Market and real estate jargon explained
  • Selling agents tactics pointed out
  • The investment options were pretested to guarantee
  • they met agreed investment requirements.
  • Significant time and money saved
  • Local knowledge and the ability to determine the right parts of town,
  • Professional negotiation
  • Industry Contacts and knowledge to avoid the pitfalls.
Investment at a Glance

Regional City location - 2 bedroom unit.

Property Location Regional Centre
Asking Price $135,000
Gross Rent $200/wk ($10,400 p.a)
Gross Return 7.70%
Net Rent $5,932 p.a
Net Return 4.40%

3.0 SYDNEY COMMERCIAL OFFICE INVESTMENT

Situation
  • First SMSF investment property
  • Limited funds and difficult lending criteria
  • Limited ongoing maintenance was important
  • Commercial building on a low budget
  • Lender would not allow purchase at Auction
  • Unsure where to invest
  • Unsure of the process
  • Limited time to do proper research
  • Had difficulty comparing between various locations and properties
Benefits
  • Suitable options presented which were analysed and had passed background checks.
  • The investment options were pretested to guarantee they met agreed investment requirements.
  • Significant time and money saved
  • Market and industry knowledge and the ability to determine the key features of the lease and tenant and commercial market.
  • Aspect identified problems quickly and was able to have them resolved.
  • Tenant was an ASX listed tenant on a 3 x 3yr term commencing on settlement.
  • With a difficult brief, the best long term investment option was obtained.
Investment at a Glance

Northern Beaches location - 10 year old, purpose built 5.5 star-rated commercial strata office.

Property Location Northern Beaches
Asking Price $249,000
Sale Price $240,000
Net Rent $18,000 p.a ($310/m2)
Net Return 7.5% p.a
Lease Term 3yr + 3yr Option
Annual Increase 4.0%

4.0 SYDNEY COMMERCIAL OFFICE INVESTMENT

Situation
  • Experienced Investor (2nd Property through Aspect)
  • Defined Budget
  • Wanted Modern Commercial Investment
  • Well located with good tenant
  • Long distance from the markets they wanted to buy in
  • Unsure where to invest next, but had preferences
  • Unsure of the local markets
  • Limited time to do proper research
  • Wanted a good level of return
  • Wanted to buy well (or under market)
  • Wanted a property with upside potential
  • Easy management
Benefits
  • Suitable options presented which were analysed and had passed background checks.
  • Significant time and money saved
  • Local knowledge and the ability to determine the right parts of town,
  • Industry Contacts and knowledge to be made aware of issues with the building/tenant before purchase, which strengthened our negotiation position.
  • Industry contacts allowed us to have greater details on the vendor and their position which helped during the negotiation.
  • Property has multiple titles which provides tenancy options in the future if required.
Investment at a Glance

Northern Beaches location - 8 year old, purpose built 5.5 star-rated commercial strata office.

Property Location Northern Beaches
Asking Price $2,400,00
Sale Price $2,000,000
Gross Rent $202,860 p.a ($533/m2)
Gross Return 10.14%
Outgoings $19,243 p.a
Net Rent $183,830 p.a ($483/m2)
Net Return 9.19%

5.0 RURAL LIFESTYLE INVESTMENT

Situation
  • First Time Living Out Of Sydney
  • Defined Budget
  • Wanted a Vacant Block to Build House
  • Well Located
  • They Were A Long Distance from Local Markets
  • Unsure of Best Local Areas and Market
  • Limited time to do Proper Research
  • Easy Management
  • Good Quality Soils for Farming Pursuits
  • Nice Views, Aspect and Outlook
Benefits
  • Suitable options presented with Pros and Cons Given.
  • Significant time and money saved
  • Local knowledge and the ability to determine the right parts of town,
  • Management Plan created meet Lifestyle Goals
  • Buyers Agent Personally knew Vendors which helped Secure the Property over other Parties
  • Long History of Past Use Was Know
  • Productivity of The Block Could Be Verified
Investment at a Glance

85 Acres 4kms from the CBD of a Large Regional City - Vacant Land Rural Lifestyle Block to build their Dream Home.

Asking Price $1,300,000
Sale Price $1,100,000
Soils Rich Volcanic Baslt
Water Three Dams - 1 Spring Fed
Views Elevated Postion with Northerly Aspect
Improvements Functional Stock Yards and Fencing
Location Desirable Part of Town, Close to School

6.0 RURAL GRAZING INVESTMENT

Situation
  • Sydney Based Executive
  • Defined Budget
  • First Rural Investment
  • Within 5 Hrs of Sydney
  • The Client Had No Time To Investigate Local Markets
  • Unsure of Best Business Model For Each Location
  • Limited time to do Proper Research
  • Full time Management Would Be Needed
  • Suitable Soils and Water for Grazing Cattle
  • Nice Views, Aspect and Outlook
Benefits
  • Suitable options presented with Pros and Cons Given.
  • Significant time and money saved
  • Rural Knowledge and the Ability to Determine Suitable, Management Plan
  • Management Plan created to meet Business Goals
  • Buyers Agent Negotiated Price Down Significantly
  • Place had been Neglected and Could be Managed Better
  • Productivity of The Property, was Checked through Local Sources
Investment at a Glance

Large Enough to Support Fulltime Management, and with opportunity to Improve The Property To Increase Capital Value

Asking Price $3,500,000
Sale Price $3,100,000
Soils Mostly Granite and Shale with Good Flats
Water Numerous Dams and 38 Inch Rainfall
Carrying Capacity 600 - 700 Breeders - Supports Managment
Improvements Functional Stock Yards and Fencing
Location 4.5hrs North Of Sydney East of The Range