This was an investment made on behalf of 2 children, utilising an inheritance. The purchase was made in trust to create future wealth. The strategy was to purchase a lower value property to allow the deposit to minimise the mortgage required to an amount that could be covered (P&I) by the rent received. The equity creation came from both property growth and amortising the mortgage.
The property was held for 9 years and sold to the tenants in July 2024. As both owners are now establishing themselves in their careers and starting to earn better money, it was time to refresh their investment to gain more depreciation and a bigger asset base.
Property Investment Strategy Overview: Growth & Cashflow.
This strategy focuses on finding an investment property asset that balances capital growth and rental income. These investments are chosen for their potential to appreciate over time while providing a steady cash flow to cover expenses and generate income. This dual approach can help investors build wealth while maintaining liquidity.
| 86.65% | $685,000
CAPITAL GROWTH |
48.78% | $610
PW RENTAL INCREASE |
9.8 Years
TIME OWNED SOLD 07/2024 |
| DISCLAIMER: The property case study reflects the purchase price, excluding acquisition costs at purchase. All figures are to be used as estimates provided by third-party research and data analytics. All figures are subject to change without notice and vary at the time of viewing above. This case study serves as an indicative guide of the investor’s results achieved from purchase to the time of the last update. It should not be relied upon as an indicator of future performance or potential investment outcomes. |
