Capital Deployment Efficiency - How much of your available investment capital is currently sitting in savings or offset accounts rather than earning strong returns?
Acquisition Discipline - Before your last property purchase, did you calculate projected returns over at least 5 years (including tax and expenses)?
Leverage Structure - How is most of your current debt structured?
1 out of 3
Net Cash-Flow Performance - After all expenses (rates, levies, maintenance, vacancies, tax), how would you describe your portfolio’s monthly cash flow?
Yield Strategy - What strategy best describes your portfolio?
Time Leakage - How much time do you personally spend each month dealing with tenants, maintenance, or admin?
2 out of 3
Asset Protection - Are your properties legally separated from your personal estate and professional liability?
Tax Efficiency - Do you have a formal structure allowing reinvestment before high personal marginal tax?
Succession Planning - If something happened to you unexpectedly, is your property portfolio set up to transfer smoothly to the next generation?
Strategic Mandate - Do you have clear written criteria that determine which property deals you will reject?
3 out of 3
