Property Advocate Services

Property Portfolio Management

We vary from many other property investment firms in that most of them focus on goods, but we focus on long-term strategy and adopt a portfolio approach to investing.

Why is it necessary to take a portfolio strategy to invest?
Most Australians want to engage in property, but prospective investors have lack of confidence because it is too difficult to determine when, where, and how to invest.

Similarly, a more experienced investor may own one or two properties but struggle to expand their investment property portfolio owing to a lack of knowledge, time, strategy, or competence. We understand the evident strategic benefits of a diversified strategy to creating a property portfolio by focusing on a mix of inexpensive homes distributed throughout many locations.

Our Portfolio Approach is intended to assist you in effectively and sustainably building a property portfolio. We assist our customers in developing a property portfolio of numerous properties in Australia, which comprises properties around Australia in various market cycles.

How can we assist you in beginning to create your property portfolio?

We provide customized property portfolio building strategy sessions, which comprise the following:

Taking a look at your current circumstances with a Property investment strategist: Our financial strategist will sit down with you and go through your present position in-depth, answering all of your questions.
Developing a long-term investment plan A well-thought-out and result-oriented long-term plan will be developed to assist you in building a property portfolio and passive income.
Offering appropriate investment property options: Property choices will be offered based on the individual’s current circumstances and long-term aspirations.
Setting objectives: During this session, end goals will be established, as well as a defined plan for achieving those goals.
You will leave the meeting with a clear objective and a strategy for achieving it.

The following are the advantages of attending the strategy session:

Creating a customized and long-term plan to meet your long-term objectives.
All of your questions concerning real estate investing will be answered.
Developing a positive mindset and self-belief in order to attain long-term goals.
Understanding how the world’s wealthiest people utilize property investment as a strategy to build wealth.

Comprehensive Property Portfolio Review comprises:

At Property Fortune, we assess the performance of your property or property portfolio (on a property-by-property basis) to determine how and where your portfolio stands. what the potential for future development is, and then give choices for your consideration based on the outcomes.

WITH A PROPERTY PORTFOLIO REVIEW, YOU CAN FIX YOUR PROPERTY INVESTING MISTAKES. Investors purchase property in order to profit from capital growth and/or rental income, allowing them to attain financial stability and independence. Investing in real estate entails more than just buying wisely. A portfolio review guarantees that your property continually outperforms the market and inflation, keeping your financial independence objectives on track. What many investors fail to do is periodically assess the performance of their property to verify that it is getting the desired results. Home markets can fluctuate over time, both upwards and downwards, which can have a significant impact on the overall performance of your property. This volatility may hinder you from attaining your financial independence goals.

Do you know how much your property is increasing each year?
Do you understand the growth factors in your suburb/area so that you can capitalise on them to maximize the return on your investment property?
Did you sell a “wonderful investment property” and lose value or see little to no increase over time, while others appear to be earning tremendous gains?
Could your money and borrowing power be better spent elsewhere rather than expecting that an underperforming home would improve despite the lack of evidence?

SMSFS

An excellent method to purchase real estate. Self-Managed Super Funds (SMSFs) have developed as a popular option to invest in real estate and achieve financial independence in retirement.

However, they are sophisticated securities, and many investors make key mistakes that cost them thousands of dollars. When purchasing a home through your SMSF, you must:

Make sure your super fund is properly structured in order to reap the full advantage.
Make sure you acquire an investment-grade home that will provide capital growth as well as strong rental income.
Match the asset you purchase to the investment plan of your fund.

Our representatives at Property Fortune have considerable expertise assisting investors in purchasing residential property through their super funds. We can assist you by working directly with your financial planner or adviser. Most importantly, we will guarantee that the property you purchase has all of the necessary characteristics to assist your fund in achieving high capital growth and consistent returns.