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Case 02 / Investor / Return 25%

Case 02 / Investor / Return 25%

Case Study: Two
Client type: Investor
Client brief: Asset accumulation

Analysis:

We structured a project that will enable the owner to sell down, pay off the project debt and retain apartments debt free. We executed a strategy after analysing the market and designed a project that was priced correctly and offered significant on-going strata costs savings. The project will be carbon neutral and have a wellness theme.

Outcome:
The client will able to retain 25% of the project debt free. Mary is going to buy a holiday home in Dunsborough.
Project returns: 25%