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Portfolio Review

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Portfolio Review

Leverage our experience to fine tune your property portfolio.

The team at Sound Property have had years of experience in the property investment industry, both personally and on behalf of clients. We often are contacted by people stuck in their property investing, wanting to move forward or fine tune their property investment strategies. By conducting a full review of their current portfolio including assessment of the market, property type, performance to date, rental returns and prospects, we are able to unlock and enhance future potential.

Our Portfolio Review is charged at an hourly rate. Please contact us for a quote.

Benefits of using Sound Property for a Portfolio Review:

  • A strategic approach to property investment
  • Objective assessment of current position and portfolio
  • Consultation with other advisors for a holistic approach
  • Tailored educational modules
  • Connect with a national network of industry professionals
  • Comprehensive market and property analysis reports
  • Cashflow estimates based on the property price, rental yield and expenses
  • Ongoing mentoring and support

 

Sourced by Sound

Case study

Portfolio Review

Investor Brief: 

Investor with 2 units on the Gold Coast and 2 houses in Perth wanting to assess risk in current portfolio and unlock equity to continue investing.

Portfolio Review:

  • Liaise with other advisors such as Accountants and Financial Planners
  • Research utilising our 15 Key Investment Drivers
  • Study comparable sales and rentals
  • Analyse cashflow and expenses
  • Generate long term growth rates for dwelling types
  • Discuss the opportunity cost of hold vs sell
  • Assess any add-value potential
  • Health check of each investment market

Key Suggestions:

  • Diversify to reduce market risk
  • Increase rental yields for servicing and cashflow
  • Look for strong, long-term growth rates for equity generation

Summary: This client had an established portfolio; however, it was limited to two markets that have a track record of being volatile. A Portfolio Review highlighted location risk and performance issues based on some of our 15 Key Investment Drivers. This objective analysis allowed the investor to take action and safely grow their portfolio.

Interested in more case studies?

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"Excellent service and thorough analysis to suit our needs. Sound Property has been amazing throughout the process of researching postcodes for us, and recommending a property. Our needs were simple – ideally cash flow neutral or positive, in a good area, with solid growth potential. They found the property and took all the legwork out for us… We’ll be using them again."
David L.
"Sound property were extremely detailed with understanding our requirements for an investment property. The communication we received from sound property was second to none and the process throughout the whole way was very impressive. To date we are very happy with our investment and we would be sure to recommend sound property to anyone in the market for a investment property."
Joel C.
"Sound Property simplified the whole investment process; from understanding our cash-flow to which area to invest and finally connecting us with a great property manager. Being so busy in our daily lives we would not have done it without them!"
Scott C.
"When we were planning to buy our first property, Andrew and his team were recommended by one of our friends. They were very professional all the way through, the communication was excellent and they were always there for us. We are very happy with our investment and we would highly recommend them to anyone looking to buy any property. Thank you again for your continuous help and support! We will be in touch for future business!"
Kriszta K.
"The team at Sound Property have integrated exceptionally well into our business providing a full property investment solution. Their sole focus is the best outcome for the client which gives us comfort to focus on our core business. We receive regular updates on each client we introduce and have received very positive feedback from our customers."
SimonMortgage Advisor and Business owner
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