Investment Reports

Investment Portfolio Overview

Generated: December 2024 Client: John Smith

Portfolio Summary

Total Properties: 3
Total Portfolio Value: $2,340,000
Total Equity: $667,400
Monthly Cash Flow: +$2,340

Property Details

123 Smith Street, Melbourne VIC

Current Value: $890,000
Equity: $311,500
Monthly Rent: $2,600
Cash Flow: +$890/month

456 Queen Street, Brisbane QLD

Current Value: $615,000
Equity: $172,200
Monthly Rent: $2,100
Cash Flow: +$720/month

789 King Street, Perth WA

Current Value: $835,000
Equity: $183,700
Monthly Rent: $2,400
Cash Flow: +$730/month

Recommendations

  • Your portfolio is performing well with positive cash flow across all properties
  • Consider refinancing to access equity for additional investments
  • Perth property shows strong growth potential - consider holding long-term
  • Review rental rates annually to ensure market alignment

Strategic Investment Analysis

Generated: December 2024 Analyst: Senior Strategist

Portfolio Strategy Assessment

Weighted Average LVR: 71.7%
Portfolio Yield: 4.6%
Equity Release Potential: $667,400
Risk Assessment: Low-Medium

Market Positioning

Geographic Distribution

  • Melbourne: 38% of portfolio value
  • Brisbane: 26% of portfolio value
  • Perth: 36% of portfolio value

Property Types

  • Houses: 33% (Melbourne)
  • Apartments: 33% (Brisbane)
  • Townhouses: 33% (Perth)

Growth Projections (10 Year)

Conservative (4% annual growth)

Portfolio Value: $3,230,000

Total Equity: $1,557,400

Moderate (6% annual growth)

Portfolio Value: $3,897,000

Total Equity: $2,224,400

Optimistic (8% annual growth)

Portfolio Value: $4,713,000

Total Equity: $3,040,400

Strategic Action Items

  1. Refinance Perth property to reduce LVR from 78% to 70%
  2. Consider acquiring Brisbane apartment with deposit from equity release
  3. Implement annual property value reviews for tax optimization
  4. Establish property management reserves for capital improvements

30-Year Investment Forecast

Generated: December 2024 Forecast Period: 2024-2054

Investment Scenarios

Conservative Scenario

Annual Growth Rate: 4.5%
Final Portfolio Value: $8,145,000
Total Equity: $7,472,000
Final Annual Cash Flow: $89,750

Moderate Scenario

Annual Growth Rate: 6.2%
Final Portfolio Value: $13,847,000
Total Equity: $13,174,000
Final Annual Cash Flow: $152,317

Optimistic Scenario

Annual Growth Rate: 8.1%
Final Portfolio Value: $24,156,000
Total Equity: $23,483,000
Final Annual Cash Flow: $266,116

Key Milestones

5 Years (2029)

Portfolio Value: $3.1M - $4.2M

Equity Release Potential: $1.2M - $1.8M

10 Years (2034)

Portfolio Value: $3.9M - $6.8M

Equity Release Potential: $2.7M - $5.6M

20 Years (2044)

Portfolio Value: $6.4M - $17.3M

Equity Release Potential: $5.9M - $16.6M

30 Years (2054)

Portfolio Value: $8.1M - $24.2M

Equity Release Potential: $7.5M - $23.5M

Long-term Strategy Recommendations

  • Consider establishing property investment trust structure by year 10
  • Implement tax optimization strategies starting year 5
  • Plan for potential interest rate environment changes
  • Develop exit strategies for individual properties
  • Consider inheritance tax planning for wealth transfer

Risk Factors & Mitigation

Market Risk

Diversified across cities and property types

Interest Rate Risk

Consider fixing portions of debt portfolio

Cash Flow Risk

Maintain 6-month expense reserves

Regulatory Risk

Stay informed on tax law changes

Report Settings