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PROPERTY PORTFOLIO REVIEW

Assessing the health and performance of your property portfolio...hold, invest, review or renovate?

Investing in property not only involves buying well but also employing an effective overall strategy and conducting regular portfolio reviews.

OUR PROPERTY PORTFOLIO OBJECTIVES.

Investing in property not only involves buying well but also employing an effective overall strategy and conducting regular portfolio reviews.

 

This method provides the best platform for monitoring property performance and ensuring the portfolio matches the financial goals of the client. When building and reviewing our clients’ property portfolios, we focus on the following three key objectives:

  1. Client Goals & Strategy,

  2. Risk Minimisation; and

  3. Overall Return Maximisation.

OUR PROPERTY PORTFOLIO PROCESS.

 

We are well placed to advise on all property investment considerations.

The foundation of the HRB & CO Advice Model is based on our independent research across the country and years of experience within the Australian property market as qualified valuers, qualified property investment advisors and licensed estate agents.

 

Using the advice model we have built, we run all assets and portfolio’s through a thorough analytical process to form our view on the portfolio strategy including:

  • Macro research based on 30 key drivers

  • A high-level assessment of Value (property and portfolio),

  • Benchmarking against historical performance;

  • Cash Flow / Yield analysis;

  • Risk and Asset Quality for each property within your portfolio;

  • Capital Value / Rental Value Optimisation strategies;

  • Hold / Renovate / Reposition / Divestment strategies;

  • Asset Allocation & Sector Weighting Strategies.

Furthermore, we will provide recommendations of the most suitable investment strategy for your wealth strategy going forward.

OUR PROPERTY SECTORS.

HRB & CO’s Property Advisor's have extensive experience in the following asset classes across Australia:

  • Residential, Commercial, Retail & Industrial;

  • Subdivision and development land;

  • Shopping Centres / Large Format Retail / Supermarkets;

  • Large industrial complexes, food production, logistics & distribution centres;

  • Health Care facilities – Medical centres, aged care facilities, allied health,

  • Child Care centres;

  • Hotels / Motels / Pubs;

  • Service Stations.

  • Fast Food

  • Self Storage Facilities

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