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 |