Building a Property Portfolio

Building a Property Portfolio

Experienced property investors Jack and Julie* asked me for help in securing funding so they can acquire more residential properties under their personal names.

Sounds simple enough, right? The catch is they also needed to purchase a fleet for their property maintenance business, which would obviously impact their finances.

So, what did I do? I developed this three-pronged strategy:

  1. Refinance the clients’ existing investment property portfolio to secure interest-only repayments and more competitive rates and boost their household cash flow
  2. Secure financing pre-approval and access equity from clients’ investment property portfolio to use as a deposit for their next investment
  3. Secure chattel mortgages for the acquisition of the fleet for the business but structure them in a way that does not negatively affect the clients’ ability to keep accumulating residential properties

*Names changed for privacy.

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