Commercial Investment

Case Study Analysis

An overview of how Wayfinder assisted a client looking to purchase a commercial investment property.

Challenges

Numbers

Objectives

Referred by a mortgage broker partner, were 2 sisters looking to invest their savings in to a commercial property. They didnt know where to start, did not have any preference on location, had between $600,000 and $700,000 to invest and needed to settle fast – within a 3 month period.

Our Engagement Method

We held a preliminary 15min discovery call with one of the sisters, who have a high level summary of what they were seeking. She wanted a fast understanding of opportunity, so we went to task right away to understand her options and outline the commercial real estate services that would best support her goals.

Within 3hrs, the Wayfinder team found 3 off market commercial properties and other commercial investment opportunities with strong growth potential – 1 in NSW, 1 in QLD and the other in VIC. We presented those options to both sisters the next evening, went through the benefits of each and concluded 1 preferred investment route. We contracted the next week and achieved a 20 day settlement.

Result #1

Leveraging our vast relationships in the commercial space and systems, we were able to identify 3 very strong opportunities for our clients to consider.

Result #2

One property was a stand-out with a 5yr + 2 x 5yr options just signed, providing long-term security for our clients with a tenant.

Result #3

All outgoing costs (maintenance, strata, insurance, water etc.) were covered by the tenant, saving our client over $20,000 per year of additional spend. Net v Gross.

Result #4

We physically inspected the property on behalf of the client who was based In another state via video walkthrough. The clients were able to experience their investment for themselves without being too emotionally involved.