01 Assess Your Situation

Working with your dedicated investment manager, we will assess your current situation.

Understanding what your future property investment goals are whilst identifying any potential roadblocks along the way is an essential first step.

Key areas:

The assessment focuses on the following key areas which provides an Investor Summary. The Investor Summary enables us to agree on a strategy that’s right for YOU:

02 Property Acquisition Strategy

Our strategy focuses on four key areas to maximise returns whilst minimising risk.

• 
  

  Sound Strategy

  Taking into account your current situation and your needs and objectives, we help tailor a long term property acquisition plan to get you started on the path towards where you want to go.

• 
  

  Finance & structure

  We provide access to a panel of industry leading, independant finance brokers to ensure you have the best available finance rates and correct loan structure in place to maximise your return on investment from day one.

• 
  

  Right Team

  Our team is led by Realm Projects Managing Director, Shane Foley, who has been responsible for over $2 Billion in property transactions to date. When you work with Realm, you get to leverage our network, and you’ll benefit from our ongoing research into which suburbs are indentified as current and upcoming property hotspots.

• 
  

  Ongoing Support

  Our team is dedicated to making your property investment journey a smooth one – from purchase to settlement and beyond we are with you every step of the way.

03 Property Snapshot Presentation

Independent Research

We work with a team of highly regarded researchers with a simple brief of finding the next high growth property corridor.

The research is specifically designed to identify emerging high growth corridors which are suitable for residential development.

We believe in letting the numbers do the talking. A detailed analysis of the fundamental growth drivers for the recommended area will provide valuable market insights including:

• 
  

  Affordability compared to median house price

• 
  

  Population growth – historic and forecast

• 
  

  Demographics – targeting key workers with a good level of income

• 
  

  Employment growth

• 
  

  Infrastructure spending and major projects

• 
  

  Lifestyle amenity – dining, retail, entertainment

04 Property Acquisition

The secret behind a successful investment property is a good team.

Even though it will be your investment and you will be making all the decisions, it is imperative that you surround yourself with informed and educated professionals that can guide you on how to ensure your investment performs to the best of its ability.

Surround yourself with informed and educated professionals.

• 
  

  Solicitor

  Partner up with an experienced solicitor that you know understands single and two part property contracts. A solicitor will help you to understand your contracts as well as protecting you and your investment in case there are any shortcomings in the contract.

• 
  

  Mortgage Broker

  Choosing a qualified expert finance strategist will provide you with independent advice and access to a broad range of lenders. This will ensure you not only get the best available interest rate, but you also have the right finance structure to suit your needs.

• 
  

  Property Manager

  Once your investment property is ready to go, it is essential to have a trusted property manager on hand to handle the logistics of marketing and renting the property as soon as the property settles to ensure tenants are secured quickly.

• 
  

  Building Inspector

  Appoint a qualified building inspector to inspect the property prior to handover to check for any defects, confirm inclusions and provide a detailed written report including photographs.

• 
  

  Insurances

  You’ve made the decision to buy, now make sure you protect your investment with an appropriate Building Insurance and Landlords Protection Insurance.

• 
  

  The Next Step

  Once all of these steps have been completed and you are comfortable with proceeding, there’s only one thing left to do – complete the property acquisition to get your investment property working for you.

05 Review and Manage

Bi-annual property and portfolio review

We don’t stop working for you once your property has settled

Twice a year, we review your property’s performance and help you plan the next phase of your portfolio.

The key areas we focus on to maximise the properties performance are:

• Finance

  Is your property currently financed at the most competitive interest rate and terms? Is the finance structured correctly for your current situation?

• Rental Performance

  A detailed review of the properties monthly and annual statements can provide great insight into a properties current cash flow and reveal any opportunities to optimise future performance.

• Capital Growth – Equity

  How is the property performing in terms of capital growth? What is the market doing in the area currently?

• Accountancy

  An educated and informed accountant will be able to maximise your cash flow, manage your tax requirements and keep your investment as headache free as possible whilst ensuring that you are compliant with current Australian Tax Office legislation.

• Quantity Surveyor

  Engage the services of a qualified Quantity Surveyor to provide a Depreciation Schedule prior to completion of the first years tax return.