Recent case studies

Case Study: Helping a First-Time Investor Secure a High-Yield Property in Lane Cove

Client Profile

• Location: Lane Cove, Sydney
• Buyer Type: First-time investor
• Goal: Purchase an investment property with strong rental potential, close to their home

Situation

Our clients were ready to make their first investment property purchase in Sydney’s Lower North Shore. They were focused on a property that:

• Provided a solid rental return to maximize investment value
• Was located close to their current home for convenience as they prepared for a knockdown/rebuild

As they hadn’t purchased a property in over 10 years, they needed expert support and guidance. After six weeks of searching, they found a standout property on Burns Bay Road in Lane Cove—a unique apartment that checked all the boxes. To ensure a successful purchase within their timeframe, they turned to us as their trusted buyers agent.

Challenges

Navigating the market as a first-time investor presented several challenges for the clients:

1. Limited Market Experience: With a 10-year gap since their last purchase, they required up-to-date insights on market conditions, property valuations, and negotiation techniques.
2. Time Constraints: As busy professionals, they needed an efficient, hands-off process that allowed them to focus on other priorities.
3. Short Timeframe for Purchase: With a knockdown/rebuild project underway, they had a limited window to secure a property close to home.

Our Approach

To meet the clients’ investment needs within their timeframe, we designed a strategy focused on off-market access, valuation guidance, and seamless support.

1. Leveraging Off-Market Relationships
   Through our extensive network, we identified an off-market apartment in a low-rise boutique block just moments from Lane Cove Village. The apartment was oversized internally, and it was the only unit in the building with an internal laundry—an appealing feature for future tenants.
2. Tailored Negotiation Strategy
   Understanding the clients’ need to finalize the purchase quickly, we emphasized their strong buying position to the seller, creating an advantage in securing the property. By highlighting the client’s deadline and readiness, we successfully negotiated an off-market purchase within budget.
3. End-to-End Process Management
   As first-time investors with limited availability, the clients relied on us to handle the entire process. From property inspections to market valuation and due diligence, we managed each step, ensuring a seamless, stress-free experience.

Outcome: Securing an Ideal Investment Property Off-Market

Within six weeks, we successfully secured an oversized apartment in Lane Cove that met the clients’ rental yield requirements and convenience needs. Purchased off-market, the property was acquired within budget and featured unique advantages, such as an internal laundry and proximity to Lane Cove Village, enhancing its appeal for tenants. The clients were thrilled with the efficient process and the investment potential of their new property.

Key Benefits to the Client

• Off-Market Access: Provided access to an exclusive property in a prime location, avoiding competition.
• Strategic Negotiation: Secured the property below budget by leveraging the client’s strong buying position.
• Seamless Full-Service Support: Managed all aspects of the transaction from valuation to due diligence, allowing the clients to focus on their own priorities.