Residential Investment
Case Study Analysis
Challenges
- Had a specific location in mind
- Buy to invest and then live v’s buy to invest only
- Ongoing Property Management
Numbers
- 75% capital growth gain over a 10yr period.
- 7.2 rental yield to begin
- Ongoing Property Management
- Achieved an $81,000 benefit
Objectives
A Wayfinder mortgage broker partner referred a couple initially considering investing, with the intent to live in that house in 10yrs time. They asked for a specific location around the central coast and had a $950,000 budget.
Our Engagement Method
In our 45-min Strategy Session, we discussed their initial investment thinking. Leveraging our vast insights with top investment suburbs and toolsets, we provided our clients with an example of opportunity across the country.
After discussing the benefits of all options, we helped our clients to determine more effective thinking around their investment, with the intent to leverage fast growing suburbs to triple their investment outcome and not only have an opportunity to re-invest, but also buy the house of their dreams with that equity, in 10yrs time.
Result #1
Result #2
Result #3
Result #4
Wayfinder’s Property Management team will take on the management of the property in due course, keeping all dealings with this property in one convenient engagement.
