Ocean Grove, Oakdene Estate, VIC
In August 2017, an investor purchased a house and land package off the plan, with the land titled and settled 12 months later in late August 2018. The strategy for this investment was to buy and hold, focusing on building equity and capital growth. Despite a bank valuation at settlement being $30,000 below the contract price, both the investor and advisor conducted thorough market analysis and research to determine the true market value and future potential of the property. This case study exemplifies the importance of relying on comprehensive data assessment and market insights rather than solely on bank valuations, which are intended for the bank’s purposes, not investment decisions.
Property Investment Strategy Overview: Capital Growth Properties selected for capital growth are chosen for their strong potential to increase in value over time. This strategy is ideal for investors looking to maximise their long-term returns by appreciating the property’s market value. Such investments are typically located in high-demand areas with robust infrastructure and future development plans.
Case Study
| 78.73% | $930,000
CAPITAL GROWTH |
41.3% | $650
PW RENTAL INCREASE |
7.5 Years
TIME OWNED |
| Case Study (Jul-2024) | |
| Case Study Last Updated | 07/2024 |
| Property Purchased | 08/2017 |
| Time Owned | 7.5 Years |
| Purchase Price | $520,350 |
| Property Value Today | $930,000 |
| Equity | $409,650 |
| First Tenants Rent | $460 |
| Current Rent PW | $650 |
| Property Type | House & Land |
| Strategy | Capital Growth |
| 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. | |
