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    BG Private is an AFR Top 100 accounting, audit, and advisory firm.

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Case study: Investment property portfolio health check

  • by BG Private

Peter, a long-term client of BG Private, owned a significant property portfolio largely made up of residential assets. Due to the increasing cost of land tax, especially in Victoria, and required statutory upgrades (i.e. minimum energy rating requirements), unfortunately Peter’s return on investment had significantly diminished.

And that wasn’t all. Although residential assets had long enjoyed significant price growth over the years, this was not currently the case.

Peter came to us and asked how he might generate a greater return on his assets and increase the net overall cashflow derived from his portfolio.

How we helped

We completed an in-depth analysis of Peter’s property portfolio and provided research-backed recommendations on which properties to retain based on which would provide the highest amount of long-term growth. This assessment also took into account Peter’s personal situation and future goals.

Conversely, by divesting specific assets with low-yielding returns, and re-investing this money in higher cashflow generating assets, Peter was able to achieve his goal of optimising his property portfolio.

Our services

At BG Private, we can review your property portfolio and consider:

  • Market rental returns and opportunities
  • Reviewing expenditure and recommending outcomes
  • Estimate value of your asset alongside market leading professionals
  • Future opportunities to maximise the value of your asset

    Once we have conducted this review and formulated a plan to achieve achieve the best possible outcome, we will connect you with top property professionals and work together with them to provide you with optimised returns.

    In addition, we can also work together with our other service lines, including our Financial Planning division, to ensure your property portfolio is considered holistically as part of your overall plans for your future.

    The outcome? Maximising your returns, and optimising your capital invested to the benefit of your overall portfolio. 

    Contact us

    Residential investment assets are currently yielding low returns in Victoria. Repositioning and considering your investment strategy is now more important than ever.

    Contact our Property Advisory team for an obligation-free health check on your investment property portfolio via +61 3 9810 0700 or

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