OF OUR PARTNERS BALANCE SHEET.
ENTIRELY DEFINED, MITIGATED & MANAGED IN REALTIME.
ONBOARDING PROTOCOLS
IS IMPORTANT
THEY EXPECT A LANDING!
Key Steps:
Prescreen
Assess Opportunity
Drive By & Walk Through
Track Potential Relationship and Acquisition
During the assessment stage, we identify potentially viable projects and properties, measuring them against our strict acquisition, partnership, and investment criteria.
Our process begins with a thorough prescreening of the property to ensure it meets essential requirements. Once these are confirmed, we delve into assessing the opportunities the property presents, determining its appeal to renters and overall potential for success.
This meticulous approach ensures that only the most promising properties and projects are considered, aligning with our commitment to excellence and strategic growth.
BUMP -IN
This supports our intuitive 'gut check' on the viability of a given opportunity.
The final step in the assessment phase involves tracking the potential acquisition. Often, deals that may not work initially return to us under different terms, offering renewed possibilities for success.
This ongoing analysis ensures we remain agile and ready to capitalize on evolving opportunities.
Key Steps:
Site Inspections
Site Walks & Contract Audit
Fiscal Inspections
Staff Interviews
Due Diligence Checklist
Committee Review
Before contract negotiations, we initiate a comprehensive due diligence process to identify all material risks that could significantly impact returns over our ownership timeframe. Once under contract, we conduct an in-depth investigation to gather all pertinent information.
This phase includes:
Thorough physical inspections of the property, walking each unit and auditing all leases.
Scrutiny of historical financial statements and interviews with the in-place property staff.
A rigorous review using our 400+ point checklist, ensuring all checks and balances are in place.
Our dedicated team repeatedly reviews this checklist to ensure nothing is overlooked. Based on our findings, we collaborate closely with our lender partners to obtain term sheets, structuring the deal to maximize reward versus risk.
If a “go” decision is made and our negotiated terms are agreed upon, we proceed to the next phase: acquisition. Less than 4% of the properties we evaluate make it through this rigorous stage, underscoring our commitment to quality and strategic growth.
Key Steps:
Business Plan
Debt Term-Sheets
Entity Formation/SPVs
Performance Dashboard
Debt & Equity Funding
Value Add Defined
Staffing & Take-over Preparation
Once the decision to acquire a property is made, we undertake critical steps to ensure a successful closing. Our process includes:
Preparing and delivering a comprehensive business plan.
Finalizing debt terms and forming the necessary entities/SPVs.
Completing underwriting and meeting with our investor partners to explain the project in detail.
We hold a series of meetings to develop our value-add scope for the property, which involves collaborating with vendor partners to obtain bids and assemble a renovation budget. We also re-shop the rental sub-market to verify and update our assumptions.
In preparation for acquisition, we make staffing decisions for the property and get ready for the takeover. This thorough approach ensures a smooth transition and sets the stage for successful property management and growth.
Takeover & Transition
Renovate & Reposition Asset
Frequent Renovation Meetings
Property Management
Ongoing Site Visits
This phase is where the rubber meets the road, and the bulk of the value-add happens. Our dedicated team focuses on value creation, ensuring we spend dollars wisely without over-improving, all while staying aware of market trends to position ourselves for future success.
Activities Included:
Asset Management: We oversee all aspects of the property to maximize its potential.
Cash Flow Focus:
We aim to provide consistent cash flow throughout the life of the investment.
Capital Preservation and Appreciation:
By maximizing a property's potential, we ensure both capital preservation and appreciation at the time of sale.
Through strategic renovations and repositioning, frequent meetings, and diligent property management, we ensure each asset reaches its full potential.
This comprehensive approach guarantees the success of our real estate investments, providing our clients with both immediate returns and long-term value.
Key Steps:
Prep Property
Select Broker
Market Property
Close Sale
Make Final Distribution
Our disposition strategy is to sell when market conditions warrant, balanced with a predetermined holding period.
A successful investment provides cash flow throughout its life, in addition to capital preservation and appreciation at the time of sale.
We prefer to align with long-term investors comfortable with holding time frames of 10 years or more, ensuring aligned interests.
Goals and Process:
Maximize Investment Returns: We focus on optimal investment performance and ensuring an appropriate capitalization structure.
Preliminary Discovery:
Analyze your fiscal situation, discuss risk tolerance, and start building a complimentary financial plan.
Detailed Analysis: Compare your current financial situation with your retirement goals.
Blueprint: Use advanced capital structuring skills to run scenarios and identify what's possible/likely.
Uncomplicated Engagement: Discover better ways to genuinely understand our partners' requirements to secure defined outcomes.
By preparing the property, selecting the right broker, marketing effectively, and ensuring a smooth closing process, we maximize returns for our partners. Our detailed analysis and capital structuring expertise ensure that we achieve the best possible outcomes for every investment.
Key Steps:
Property Management
Review Performance Reports
Monthly Financial Reviews
Monthly Investor Updates
Conduct Site Visits
Quarterly Investor Statements
Annual Reports
Generate Cash Flow
Our Asset & Property Management team adopts a kaizen approach, focusing on continuously optimizing property performance and our portfolio. Our primary goal is to maximize cash flow to investors while balancing the needs of the property and the community.
Continuous Improvement:
Asset Improvements: We implement comprehensive strategies to enhance the resident experience through renovations, rebranding, and improved resident services.
Performance Monitoring: Regular review of performance reports, monthly financial reviews, and site visits ensure we stay on top of every detail.
Investor Communication: We provide monthly updates, quarterly statements, and annual reports to keep our investors fully informed.
By taking a proactive and meticulous approach, we ensure that every property under our management performs at its best, delivering consistent value and returns to our investors.
ACN: 607 080 142
ABN:90 699 845 635
ARN: 001 301 711
Personal advice requires the provider to take into account the client’s circumstances.
This does not apply to general advice.
The information in this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs.
Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.
It is important, before considering any investment, that you read the relevant Information Memorandum having regard to your own situation.
We recommend that you consult a licensed or authorised financial adviser if you require financial advice that takes into account your personal circumstances.
ACN: 667 892 024
AFSL (CAR) No: 001303488
ACN: 16 166 931 960
AFSL : 451820