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build a scalable portfolio
A discovery call is a 15-minute conversation, not a sales pitch. We talk about where you are at, what you are trying to achieve, and whether I am the right person to help you get there. No jargon, no pressure to sign anything on the spot.
If we are aligned, I will walk you through what working together actually looks like — strategy first, then sourcing, then the long-term work of managing your portfolio as it grows. If we are not the right fit, I will tell you that too. Better you know early than six months in.
Below are the questions I get asked most before that first call. If yours isn’t here, book a call and ask me directly.
The call is your opportunity to assess how we can best work together and ask all your burning questions. It’s also for me to get to know you so that I can guide you best on how to start.
Be ready to focus on the call, preferably in a quiet place with no distractions.
I’ll ask you some relevant questions since it helps me ensure that everything we do together will work for you.
Consider the following before we begin:
– What is your estimated borrowing capacity?
– How are you earning your income?
– How much money do you have in savings?
– What are your vision and goals?
I will take the call with you. My purpose is to help you feel comfortable and welcome, to understand you, where you’re trying to get to, and why, so I can help you identify the best next step to start investing in property.
Ideally, you don’t want to wait because that may be an opportunity cost; you lose money every day by missing out on the growth and rental yields you get when you buy the right property, in the right place, at the right time.
That said, I will never coerce you to step into an investment commitment if you’re not ready financially, emotionally, or mentally.
Investing in property is a long game and I want to ensure you understand the path.
Yes, you can!
Once you have clarity on your borrowing capacity, you can actively start your investing process. For this, you require pre-qualification, which simply means you get an estimate of how much you can borrow from your lender or broker.
Once you’re ready to purchase a property, and in order to raise finance for the purchase, you will work with your lender/broker to get pre-approval. When you are pre-approved for a loan, you’ll get an exact amount of how much you can borrow so that you can sign a contract to purchase with peace of mind.
Need help with your pre-qualification? I’ve got you.
Income: You need to show enough income to pre-qualify for your borrowing capacity to start the process.
Cash: I recommend cash savings and/or equity for a $75k minimum.
Although this is not due up front this is the base we suggest to get started.
If you qualify to work with us, the next step will be a 45-minute Strategy Session with one of our advisors. From here, it takes 8 – 14 weeks from signing up to settlement, depending on your criteria, goals, and strategic brief.
It takes between 8-14 weeks after we begin working together to source you the right property that meets your strategic brief.
Yes, we have recommendations for all of those partners. As part of our service, we find the right team for you, and your property depending on the location of the investment. We handle the admin so that this is seamless for you.
Typically, this does not happen since we spend so much time at the start of the journey developing a plan and understanding your needs and how they will fit into your property portfolio. When we create a Strategic Brief, we are extremely clear about the results and do not deliver any properties that do not fit that brief. We typically look at 60 properties before we present the ONE to you. So you can be sure, we are sure.
You will be assigned your own client success manager who will engage with you throughout the entire process. You will also be assigned a property acquisition manager who will source the property on your behalf based on your Strategic Brief.
That is a misperception. Not everywhere has done well; it is more a media story than reality. Our results have little to do with the general market increases. We get our results regardless because there is always an opportunity, irrespective of what’s happening.
We are Property Portfolio Partners. The difference is, that a buyer’s agent is typically like a shopping service. We are here to build you a profitable, prolific portfolio, that requires extraordinary levels of research, data science, and analysis to understand every suburb in Australia.
We provide an end-to-end solution, aggregating 40+ steps of the process when you buy an investment property into just 1 contact point. You have a whole team behind you, including a dedicated Success Manager. From signing-on to sourcing the property, settlement, and beyond.
Yes, you may work with others and purchase additional properties. We only ask for exclusivity if you have enough to buy only one property so that we are all being effective with our time and efforts.
Three years and counting. While we are young, we are powerful and have had nothing but major growth year over year as a company and for our clients.
Once you become a client, there will be opportunities to talk to him. We also host monthly events and online webinars so you can experience those with him virtually.
We make money by charging you a fee. There are no hidden costs or fees. We are completely transparent about our fees and do not operate with partner kickbacks or affiliate bonuses. No kickbacks and no referral fees, ever.
Every six months, we conduct a review and get values for each of our clients’ properties, which we then report to them.
You will need to get specific advice from your accountant as to whether buying in an SMSF is the right choice for you, but if it is, then we can find the right type of property to suit your needs.
We source properties from $200k up to $1 million. It depends on your personalized strategy, goals, and how many properties you’re looking to have in your portfolio.
Depending on the circumstances, we will assist clients in purchasing properties through trusts. We do not provide advice on what they should or should not do, and we encourage having this talk with a trusted accountant who will advise you on what is best for you. We can provide insights and link you with the best person to speak to.
We certainly can; however, this will largely depend on your unique situation and the overall goals you are looking to achieve.
We overcome serviceability issues by sourcing properties with significant growth and excellent yield. In addition, we partner with the right investment-minded broker that services our clients in conjunction with property results.
We source properties from $200k up to $1 million and we do not normally recommend properties over that range.
Every client and property is different, however…Avg. year 1 ROI of 67%, Avg. year 1 growth of 15%, Avg. yield of 6.4%
There is always an opportunity, no matter what’s happening with interest rates or ‘The Market’ at large. In other cases, a rise in interest rates might lead to better outcomes since more buyers are drawn to the most affordable areas of the market.
All our properties are either neutral to positively cash flowed, and the strategy we devise will be guided by the goals you seek to achieve over time. When building a portfolio, the more properties that provide positive cash flow, the more passive income that may be generated and created.
0% of our client’s properties have delivered a negative result.
0% of our clients’ properties have delivered a negative ROI.
Our approach is to manage people’s expectations clearly and transparently from the get-go. To this day, all our properties have performed successfully and matched the clients’ expectations and goals.
We certainly can; however, this will largely depend on your unique situation and the overall goals you are looking to achieve.
We overcome serviceability issues by sourcing properties with significant growth and excellent yield. In addition, we partner with the right investment-minded broker that services our clients in conjunction with property results.
We source properties from $200k up to $1 million and we do not normally recommend properties over that range.
It means that the rental income covers all the property expenses.
Through our proprietary technology, we track more than 4 million variables every single month.
n short, we follow the data and insights we have. We analyse over 4 million variables and accurately identify the exact suburb to enter at the right time. In addition, we have proprietary tech that allows us to pinpoint the best opportunities on the market.
We buy where our data & research inform us.
We search Australia-wide, however, there are only ever a select number of suburbs that meet our Dashdot criteria at any one time, and that is where we will buy. Many of the suburbs with the best results typically are in major regional areas Australia-wide.
We do not typically purchase in rural areas; we mainly focus on regional areas and certain cities. However, this all comes down to the right property for your specific goals. We look at time, place, and the type of property and every factor behind those pillars to make certain it’s the right investment.
We can source subdividable properties, however, that is not part of our primary strategy. Instead, we focus on growth opportunities and producing the results and yields you are looking for over time, so we center our attention on properties that will allow you to achieve your goals.
There is too much unpredictability in new builds and not enough growth opportunities. That is why our preference is to work with established homes and established suburbs that have land.
Because of the relationships we build on the ground in the areas we know are about to boom, we are supported in buying off-market and under-market properties whenever possible.
Our long-term goal is to help you build prolific, profitable property portfolios, and the way to maximise your growth opportunities is through multiple properties. That said, it all depends on your unique situation and the goals you are looking to achieve.
It is doable, depending on your particular circumstance; we have had several clients who have done this or better, such as acquiring 5 houses in 14 months.
While we have multiple strategies in play, our standard model is to secure properties with positive cash flow in high-performing areas. This model helps our clients avoid dipping into their savings to maintain or improve their lifestyles. As these properties grow, within 6 months to a year, you can pull equity from the first property to support the second, which will have similar growth and positive cash flow. So again, because of our results, we can achieve this far quicker than anyone else or if you were to go it alone.
Our approach is strategic. We start by looking at your goals and what strategy will work best for you and your situation. For example, our standard process would be to buy one property and then quickly and swiftly buy the second to have each property work together to build a strong portfolio. That said, our strategy will largely depend on what we can do to help you get the best results.
When investing in property, there are various factors to consider, and we incorporate them all into our strategy. Our world-first tech and data insights. gives you the certainty that you’re buying the right property, in the right place, at the right time with extreme accuracy.
Socioeconomic aspects are essential, but it is only one focus point for the extensive research we do. We analyse over 4 million variables and accurately identify the exact suburb to enter at the right time. In addition, we have proprietary tech that allows us to pinpoint the best opportunities on the market.
Locating positively geared properties is a huge part of what we do in building a portfolio. One of the fundamental principles in our strategy is that every property you buy should generate enough income to cover all of its debt and expenses, plus spin-off some surplus cash flow.
Securing a property with a lower yield may make sense in some cases, but only if the property has additional benefits to your portfolio.
99.9% of our clients have bought their properties without putting their foot in the door. We have agents on the ground who evaluate the property for you and prepare thorough reports on the property before you purchase it, so you don’t need to inspect it yourself.
We do not sell properties, but we will facilitate the strategic decision on when and why to exit. We have the capacity to predict what is going to happen in particular suburbs, so we can and will advise our clients if shifts occur and guide them toward making the right move that will benefit them.
We have clients approaching retirement age, and we focus on specific strategies that will benefit them as quickly as possible. With our properties, we see high levels of growth and yield so that they will be able to achieve results in a short amount of time.