what we do.
You’re not achieving what you could, because you’re not buying what you should.
Only 1% of people achieve their property investing goals.
We’re here to change that.
We use our proprietary tech, real-time data and proven process to make sure you’re buying the right investments for your personal goals.
Whether you’re a first-time investor or have a seasoned portfolio already, we can help you grow to the next level.
Strong selling point here.
We consolidate every part of the property investment buying experience for you. If you go it alone, you’ll spend 10 months dreaming, 6 months considering, 4 months searching, and 2 months settling.
That’s 20 months from A to B for just one property.
We do it all in just 5 hours!
Service.
We Streamline the entire process. From strategy and planning to sourcing, securing, and settlement of the property.
Science.
Our proprietary tech determines the right property to buy. We track over 4 million variables each month to identify the best investment opportunities.
Software.
We have in-house software to make your property investing experience seamless. From portfolio planning to suburban selection insights.
we do the hard yards, so you don’t have to.
We’re hands-on, so you’re hands off. We handle every step of the investment buying process so all you need to do is sign on.
We aggregate over 40+ steps of buying an investment property into just 1 contact point.
a connected cohort.
A whole connected team behind you that knows your story – from signing-on to settlement.
secured client hub.
A life-long, life-line directly to your team in our portal anytime you need to chat.
rejection selection.
We reject 62 properties before we present ‘the one’ to you. So you can be sure it’s it!
virtually, anywhere.
Be wherever you want in the world. So long as you have wifi we can service you.
strategy.
Start your journey with a discovery call to map out your success metrics.
Then, we’ll discuss your hopes, dreams, fears, desires, and logistics to begin. We work together to understand your goals, then lead you through a strategy session to create your tailored investment plan. You’ll have a clear vision determining how we’re going to get you where you want to go!
sourcing.
Then it’s all hands on deck with your specialist team to source your investment.
We go into active search mode with our acquisition team to source you a property that meets all of your criteria, and ours! We have analysts work alongside our proprietary technology to scour the country and secure your perfect property. You sit back, while we get to work finding the fit that meets the brief.
securing.
When we secure your property, you can be certain it’s the one.
We handle it all. Guiding you through the process and connecting the dots on everything from your solicitor, finding a property manager, and sorting out any logistics in between. When you’re settled we celebrate with you and report on the investment performance across the coming weeks, months and years, so you can see your growth in the works!
portfolio growth packages
what’s available
the whole kit and caboodle when it comes to managing your property investments.
property portfolio plan
– Clarify and establish clear portfolio goals
– Model any existing properties in the portfolio
– Create a personalised plan for future acquisitions to reach your goal
– Access to proprietary software to access your plan for 12 months
strategic acquisition service
– Develop a custom strategic acquisition brief to identify the right property to move you toward your goals
– Team: Dedicated Account Manager to walk you through the process from start to finish
– Team: Expert property analysts and acquisition team dedicated to finding you the right property, in the right place at the right time
– Get 24/7 access to your team, through your online communication portal
– Access to and benefit from marketing leading, science-based property research algorithms
– Receive advanced property due diligence pack, including proprietary data packs, and property performance forecasts, so you can make confident buying decisions
– Pre-Purchase inspections completed on your behalf
– Building & Pest Inspections coordinated on your behalf
Conveyancing coordinated on your behalf
– Dedicated settlement concierge to handle the entire settlement process
– Property Management Liaison to coordinate final inspections, and our recommended Property Management partners
portfolio performance subscription
Twice a year you get:
– Performance reviews of all properties in your portfolio, including valuations and rental appraisals
– Updates to your portfolio plan to reflect any new property purchases, and to update valuations and performance
– Buy, Hold and Sell recommendations on the assets in your portfolio, based on our proprietary and market-leading suburb analysis technology
bundle up options
strategic portfolio bundle
Personalised property portfolio plan for current and future investments
Development of your strategic investment acquisition brief
Acquisition service for one property
24/7 access to your dedicated service and specialist team
Access to proprietary software and data insights
portfolio partnership
Personalised property portfolio plan for current and future investments
Development of your strategic investment acquisition brief
Acquisition service for one property
24/7 access to your dedicated service and specialist team
Access to proprietary software and data insights
12-month performance subscription
Exclusive access to quarterly events
15% saving on strategic acquisition service on all investments within 12 months
multi portfolio partnership
For those that have plans on buying more than 1 property in a year…
Personalised property portfolio plan for current and future investments
Development of your strategic investment acquisition brief
Acquisition service for two properties
24/7 access to your dedicated service and specialist team
Access to proprietary software and data insights
12-month performance subscription
Exclusive access to quarterly events
15% saving on strategic acquisition service on all investments within 12 months
Invest in Property
For an end-to-end, comprehensive investment service
Build long term wealth with an asset and cash rich portfolio
The Property Investment Process
Build a Scalable Property Portfolio
Build a Scalable Property Portfolio
The most successful property investors are those who are skilled in strategy, because without a short term and long term strategy, it’s much harder to consider the bigger picture. If you don’t know where you are going, it’s hard to figure out how to get there, and even harder to take the very next steps.
A highly strategic property portfolio is one that:
Offers strong long-term capital growth potential
When you book a free of charge, 30 minute consultation with me, we’ll discuss your real estate goals and expectations. I’ll help you gain clarity on what you require, how I can add value, and ensure you get all your burning questions answered, whether you’re looking to buy, sell or invest.
Delivers a balanced cashflow
I will create a strategic plan tailored uniquely for you, and we’ll work together to execute it. I’ll be there to assist you eliminate obstacles and overcome challenges, so that you’ll always know what to do and when it needs to be done. I’ll ensure the roadmap is clear and you’re feeling confident to proceed at every milestone.
Fits in with your personal and professional goals
You’ll finally achieve your biggest property goals, allowing you to focus more on living an optimal lifestyle and making money for your future, and less on spinning your wheels to get there.
The size and makeup of a scalable portfolio differs from investor to investor. There’s no onesize-fits-all.
The Property Investment Process
Set Your Strategy
If you want to invest in property, you need to start with your strategy. A robust plan that supports your wealth aspirations for years to come. I provide you with a transformative strategy designed to help establish yourself as a powerful and capable investor.
CLEAR VISION & GOLAS
Get specific about your goals, aspirations, and expectations.
You’ll start with confidence and trust, and bring your “A” game to your investment process.
PORTFOLIO PLAN
Dig deeper into your current circumstances, income and expenditures, assets and liabilities, cash position, and income profile goals.
This way you ensure that your strategic property plan aligns with your vision and goals, time frames, lifestyle objectives, and risk appetite.
FINANCE APPROVAL
Get expert advice on your borrowing capacity so you have clarity on purchasing power.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
FIND YOUR TEAM
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.
PROPERTY ACQUISITION BRIEF
Develop a custom acquisition brief to identify the right property to add to your portfolio and move you toward your financial goals.
IMPLEMENT YOUR PLAN
At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
Buy Investment Property
Leverage my network of providers. I work with a wide network of Australian property providers who focus on the process of sourcing, researching, negotiating, and packaging new property acquisitions, each with a comprehensive range of properties for clients who are ready to purchase.
These relationships with Australia’s top developers and builders mean we have access to a consistent pipeline of beautiful, design forward. I can provide you with a broad range of property opportunities that will feel tailor-made for your portfolio.
FIND IDEAL PROPERTY
We have developed strong relationships with Australia’s leading property developers.
This enables our clients to access high-quality properties at all price ranges and keeps them secure and on track with their investing.
The majority of these properties are provided exclusively to my clients and are not made available to the wider public through mainstream real estate channels.
DUE DILIGENCE
Finding quality properties in the right investment market at the right price is only part of what we do.
Our industry partners are renowned for ensuring that strict due diligence is conducted on every property. This includes market research, building, and pest inspections, and legal and town planning inquiries.
Years of experience have taught them what to look for and which properties to avoid. On average for every 20 properties they review, only one will meet all of our requirements.
PROPERTY DEALS FOR YOU
You’ll have access to properties produced by Australia’s top builders and developers
Additionally, you’ll have at your fingertips Top flight analysis and due diligence reports for all kinds of property… House and land, off-the-plan, existing inventory, duplexes, and units.
Backed by my outstanding industry partner network, I’ll provide a single point of contact and seamless expertise for every type of investment property, to support you through the purchase process, including contract and purchase support services.
Portfolio Management
The Strategic Portfolio Growth is a deep-dive portfolio review and portfolio growth progression
designed to help break through barriers to growth, refresh your finance, and reframe your investment goals and outcomes.
Strategic Portfolio Review
Everything offered in the Strategic Portfolio Plan +
PORTFOLIO PERFORMANCE REVIEW
Get an objective assessment of your current portfolio position with property valuations, rental appraisals, and suburb reports for any properties in your portfolio.
We’ll identify opportunities for rental adjustment, equity release, or refinance, as well as portfolio restructuring to address risk and optimization.
This maps your current portfolio and projections to your vision and goals and addresses gaps, your desired time frames, lifestyle objectives, and risk appetite.
– We begin our detailed review of all properties in your portfolio, including valuations and rental appraisals, and any purchases that may not have been settled
– We will assess buy, hold, and sell recommendations on the assets in your portfolio, based on our proprietary and market-leading suburb analysis.
– We will map this to your current circumstances, your income and expenditures, assets and liabilities, cash position, and income profile goals
– We align with your time frames, lifestyle objectives, and your risk profile.
Finance review
Get expert advice on your borrowing capacity, equity opportunity, loan structures, interest rates, refinance, and debt assessment.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
– We will refer your profile to a mortgage broker for a comprehensive assessment of your current portfolio, as well as your borrowing capacity for your next property purchase.
– We will get recommendations for loan structures, an interest rate review, and cash management for offset and redraw facilities to meet your personal and tax preferences.
Portfolio structure review
Review your property asset plan and address portfolio consolidation, buy, hold, and sell recommendations.
– We’ll align this with cash Flow estimates based on the property price, rental yield, and expenses, with projections to ensure your portfolio not only meets your financial goals but ensure adequate resilience to see you progress and succeed in spite of market dynamics and challenges.
Implement your plan
Get access to a consistent pipeline of off-market and wholesale properties.
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
– At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
– For those clients who require ongoing project management of their strategy, we offer the Portfolio Refresh Subscription Service. Email me at perryn@portfoliobydesign.com.au to enquire.
New Construction Property Options
Download New Construction Guides
For a more in-depth look into the home buying process
Download complete step-by-step guides to purchasing and owning a home
House & Land Packages Guide
Off The Plan Apartments
Guide
Buying New Construction Guide
Take the first step and schedule a call
I’d love to speak with you!
Property Strategy Call
A service for Property Investors who are visionaries and doers, who want to brainstorm or validate investment ideas to take their investing up a notch.
The Property Strategy Call is for your investment clarity, designed to help you reframe strategies, rethink approaches, or just have a trusted advisor share ideas for your property portfolio.
When it comes to property investing, sometimes we simply need quick, sound, educated advice to put us at ease, get the ball rolling, and move forward with a decision that needs immediate attention.
Get specific about your goals, aspirations, and expectations.
You’ll start with confidence and trust, and bring your “A” game to your investment process.
– First, we figure out what you want and what you need
– We have an initial free consultation where we find out more about you, your goals and aspirations, and your expectations for this 1-hour call
Dig deeper into your current circumstances, income and expenditures, assets and liabilities, cash position, and income profile goals.
This way you ensure that your strategic property plan aligns with your vision and goals, time frames, lifestyle objectives, and risk appetite.
– We begin our detailed strategy development
– We dig deeper into your current circumstances, your income and expenditures, assets and liabilities, cash position, and income profile goals
– We align with your time frames, lifestyle objectives, and your risk appetite.
– We design a fully customized plan for your short & long-term goals after doing the appropriate research on your current situation and portfolio structure
– This is a realistic plan geared toward your priorities and your most important goals
– This helps you weigh the decisions along the way that can strengthen your plan and address the potential risks
Get expert advice on your borrowing capacity so you have clarity on purchasing power.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
– We will refer your profile to a mortgage broker for a borrowing assessment and develop a finance strategy for you
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.
Develop a custom strategic acquisition brief to identify the right property to add to your portfolio and move you toward your financial goals.
– Receive advanced property due diligence pack, including proprietary data packs, and property performance forecasts, so you can make confident buying decisions
– We have established a comprehensive network comprising developers, professional real estate agents, and experienced builders. This diverse and expansive network is our key resource for sourcing and providing the best possible property investment opportunities.
– We work extensively with industry partners who provide a significant depth of experience in conducting thorough research and meticulous analysis of investment opportunities. These partners work actively to identify, evaluate, and validate potential investment avenues, thereby providing investors with lucrative and well-informed choices to maximize their returns.
Get access to a consistent pipeline of off-market and wholesale properties.
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
– At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
– For those clients who require ongoing project management of their strategy, we offer the Portfolio Refresh Subscription Service. Email me at perryn@portfoliobydesign.com.au to enquire.
