ASSET OR PORTFOLIO REVIEW

An investment property portfolio needs to perform consistently well to ensure your plans for financial independence are on track. To this end, regular, comprehensive performance reviews are crucial in order to maximise capital growth, rental income and the long-term viability of assets.

Wakelin Property Advisory recommends regular reviews to ensure your investment property portfolio performs at an optimal level over the long term. Our portfolio review service is complimentary for existing clients. If you're not yet a Wakelin Property Advisory client we offer this service for a modest flat fee per property.

We will:

• Assess the property's location and architectural style

• Compare current value against the purchase price to assess capital growth achieved

• Assess the rental income and standard of property management

• Provide an objective recommendation on whether to hold or dispose of individual assets.