Considerations for a property investment strategy

Throughout the course we have discussed the need for you to work with clients to help identify their overall investment goals. Their goals, coupled with the other data, which you collect by using what is known as a Customer Advice Record (CAR), provide the information the advisor needs to develop an effective property investment strategy on behalf of their client. Once they have this data, you should conduct an analysis by considering issues raised in the following areas:


Where the client has a need for a ready income source, an already established property may be a better option than a property currently under construction, especially if the property is already tenanted and the tenants want to remain on a long-term basis. If the potential property were under construction and the investor bought it off the plan, there would be a delay to the extent that the property would have to be completed and tenants acquired before rental income could be earned.