You have a role in educating your clients about the assessment of the performance of their individual investments and their overall investment strategy. You also have a role in helping your clients understand how to monitor their investments and here we provide a process that can be used for this. Performance monitoring is about identifying the variables that can be controlled, and managing them effectively.

Let’s take a look at what should happen at the 12 month mark.  There are six main steps in this process:

  1. Review investment returns;
  2. Assess other assets and non-rental income;
  3. Review the loan structure;
  4. Review property management;
  5. Review the investor’s tax benefits;
  6. Other useful considerations.

We will now discuss the six main steps in more detail.