Investment options
We build and manage diversified property portfolios for investors. Our portfolios suit a range of circumstances and goals
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 Income
- $1.5m Equity or Net Assets
- >20 Year Investment Horizon
- $25,000 Annual Contribution
$5m Property Investment Portfolio
ELIGIBILITY:
- $400k Annual Income
- $2.5m Principal Home Equity
- >20 Year Investment Horizon
- $40,000 Annual Contribution
$10m Property Investment Portfolio
ELIGIBILITY:
- $600k Annual Income
- $4m Principal Home Equity
- >20 Year Investment Horizon
- $60,000 Annual Contribution
Stress-free moving
Investment options
We build and manage diversified property portfolios for investors. Our portfolios suit a range of circumstances and goals
- 20+ Years of Experience
- Personalized move planning
- Full-value Damage protection
- 24/7 Availability
Get Excited to move
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.
1
Principal Home Deposit Saver
ELIGIBILITY:
- $150k Annual Income
- >5 Year Investment Horizon
2
Principal Home Debt Reducer
ELIGIBILITY:
- $200k Annual Income
- >5 Year Investment Horizon
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.
ELIGIBILITY:
- Open to sophisticated and wholesale investors
- Minimum $250k annual household income
- Over $2.5m in equity or net assets.
ELIGIBILITY:
- Open to all investors
- Minimum $300k annual household income
- Finance pre-approval.
TYPES OF ACQUISITIONS:
- Medical practices and medical centres
- National offices and relocations
- National Retail outlets, big box stores and warehouses
- Industrial Factories.
ELIGIBILITY:
- Open to all investors and homebuyers
- Minimum $150k annual household income
- Finance pre-approval.
We manage portfolio risk
Establishing and managing an extensive property portfolio provides a unique set of challenges and risks. There are variables such as rents, values, market conditions, market forecasts, interest rates and your personal financial situation which need to be considered. The complexity intensifies with the growth of assets within a portfolio. Without proper management, the risks can escalate rapidly.
Our portfolio management service is designed to simplify this process, empowering clients to effectively navigate challenges and mitigate portfolio risks.