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Case Study: Securing a High-Yield Investment Property for an Overseas Client in Mosman

Client Profile

• Location: Mosman, Sydney
• Buyer Type: Overseas investor
• Goal: Purchase a "lock-up and leave" apartment with both yield and capital growth potential

Situation

Our client, based overseas, was seeking an investment property in Sydney’s Mosman village that offered a strong rental yield and potential for capital growth. As a time-poor investor with a specific brief, they needed:

• Access to off-market listings to avoid the intense public competition
• Expert guidance and negotiation skills to secure a favourable deal within a short timeframe
• A trusted advisor to handle the entire process, given their limited availability and overseas location

After only four weeks of searching, we identified an ideal property that stood out from other options—a lock-up and leave apartment in the heart of Mosman village.

Challenges

The search for a high-yield investment in a short timeframe presented unique challenges:

1. Time Constraints: The client required a quick turnaround, needing to purchase within a month.
2. Overseas Location: Based abroad, the client relied on our team to handle all aspects of the process, from property evaluation to negotiation.
3. Investment Criteria: The client was looking for a blend of yield (targeting a high rental return) and capital growth potential, which limited the pool of suitable properties.

Our Approach

To meet the client’s investment goals and timeframe, we developed a targeted strategy focused on off-market access and efficient negotiation.



1. Access to Off-Market Listings in Mosman Village
   Using our extensive network, we identified an off-market apartment in the heart of Mosman village, which offered the desired "lock-up and leave" convenience. The apartment was fully furnished and already generating a 5.7% rental yield—a standout feature that matched the client’s criteria for a high-yield investment.
2. Tailored Negotiation Strategy
   Understanding the urgency, we highlighted the client’s readiness to complete the transaction quickly, positioning this as an advantage during negotiations. By emphasizing the client’s deadline and commitment, we were able to secure the property at a favourable price, fully furnished and without the need for public competition.
3. Seamless Process Management for an Overseas Client
   While the client was overseas, we managed every aspect of the transaction—from initial property evaluations and negotiations to finalizing the purchase. This end-to-end management provided a stress-free experience, with regular updates ensuring the client remained informed and confident throughout the process.

Outcome: A High-Yield, Fully Furnished Property Secured Off-Market

Within four weeks, we successfully secured a lock-up and leave apartment in Mosman village for our client, achieving a rental yield of 5.7%. The property, acquired off-market and fully furnished, not only met the client’s financial goals but also provided a convenient investment solution with capital growth potential. Our tailored negotiation strategy and seamless management enabled the client to secure the property well within budget, creating a rewarding experience despite their overseas location.

Key Benefits to the Client

• Exclusive Off-Market Purchase: Provided access to an exclusive listing, avoiding public competition and securing a high-quality property.
• High Rental Yield: Achieved a 5.7% yield, aligning with the client’s investment goals for strong returns.
• Stress-Free, Full-Service Process: Managed all aspects of the transaction from start to finish, allowing the client to make an informed purchase without logistical stress.