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Draft a Property Investment Ananlysis Memo

$30-250 USD

Awarded
Posted over 10 years ago

$30-250 USD

Paid on delivery
I need a report written to assist me making an investment decision, specifically - purchasing an apartment. Details of the apartment are as follows: Unit 503, 390 Little Collins Street Melbourne 3000 Victoria Australia There is no real estate website link to the apartment as it is not for sale via the internet. I estimate the price to be between $600,000 - $700,000 AUD and have attached previous sales for apartments in the same building. Apartment 303 is the most relevant to this as it has the same layout and was recently sold. I am proposing to buy the house through some sort of Trust. The trust will issue units (e.g. 100) and each "investor" will buy units. The unit holders and there investment %'s are as follows: Danny O'Donoghue (dad) - 40% or 40 units Helen O'Donoghue (mum) - 40% or 40 units Daniel O'Donoghue (me) - 20% or 40 units Anna Jordan (girlfriend) - 20% or 40 units. The trust would have a formal constitution that would dictate if someone wanted to sell their units that the other unit holders had firs preference, similarly, any decisions to be voted on would be decided by the proportional share of units. All income and expenses relating to the property will be shared proportionally based on units held. The proposal should include consideration of the above, including a recommendation (or options) on how to structure the Trust to maximize return on investment considering a range of inputs - including Australian taxation legislation. The proposal / report must also include the following key items: + scenario analysis / a financial model including the following: - the amount payable each (as per the above proportions) upon purchase at a range of prices ($600k, $620, $630,$640,$650,$660,$670,$680,$690,$700k). - loan repayments (assuming a 10% deposit and 90% loan) (Monthly and annually) payable by each member of the trust at $650k (able to be adjusted within the model. - the rent receivable - currently $2400 per month. Model scenarios where the rent increases to $3000 and $3500 per month. - Include in the model the gap / difference between the rent received and interest paid - I.e. if the apartment was rented out, how much would each owner have to pay (per month and per year) + Comparison of other similar apartments for sale (3 bedroom, 2 bathroom, Melbourne CBD and surrounding suburbs, between $500-$750k) using [login to view URL] or [login to view URL] + Review of what the rental market is for similar properties and what sort of rental returns you could get for the property. + A review of the best mortgage / home loan rate in Australia (feed back into model) And any other considerations you consider relevant in making a significant property purchase investment decision.
Project ID: 5226758

About the project

18 proposals
Remote project
Active 10 yrs ago

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18 freelancers are bidding on average $300 USD for this job
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I am offering my services against your esteemed work. Great quality work will be provided to you in order to create and make long term relations on the basis of commitment, your problem solution and satisfaction.
$250 USD in 8 days
5.0 (80 reviews)
6.6
6.6
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I have a management background with more than 10 years professional experience. I have written business proposals in various areas like Sales Training, UK Tier 1 Visa proposals for investors, UK FSA applications, offshore banking accounts and several others. I will be happy to work on this project.
$200 USD in 5 days
4.5 (38 reviews)
6.0
6.0
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As a Native academic writer I am ready to present my services. I'll provide you best quality work.....
$290 USD in 6 days
5.0 (22 reviews)
5.2
5.2
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**You can check my reviews i have delivered various similar project recently,Fully capable to advise best solution taking into account the maximum tax implications for creating Trust** Dear Sir, Greetings ! I would like to offer my expertise for preparation of your project statements . I am working with PricewaterhouseCoopers (PWC) world largest and most authentic Audit & Advisory network . I have been engaged in various activities during my advisory services . I have prepared financial statement, Financial Modeling , Investment Appraisals , budgets , business strategies and plans for new businesses , Group Financial Statements e.t.c for listed & non listed clients . As a freelancer i have been maintaining a portfolio of more than 300 client internationally , I am experienced in patching up (reconciled) financials for past years even since inception to date by extracting data from paypal , bank and credit card statements . Further you can check my reviews we undertake accounts and finance projects only and deliver with full review that is 100% customer satisfaction. Please feel free to contact for further queries. Thanks For Your Consideration. JAHANZEB * 100% milestone means 100% escrow.
$300 USD in 10 days
4.3 (25 reviews)
5.3
5.3
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A+ REPORT WRITER HERE ----- Ready to start this work, expect HIGH QUALITY from me. Looking Forward.......Thank you!
$525 USD in 10 days
5.0 (5 reviews)
4.9
4.9
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I have the background and experience to do the indepth market research and write your business plan with complete analysis and financial projection. I have more than 4 years experience in business development. I have founded and managed 3 businesses. I have written several business plans for my own business and for clients.. I am interested in learning more about your business concept and suggest you to contact me on freelancer.com
$500 USD in 7 days
4.7 (10 reviews)
4.9
4.9
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Hi, I'm really interested in the project, since it's my area of expertise. I'm sure we can work together. I have read and understood the project guideline. I will like to use my experience to serve you better. You can trust my sincere indulgence both in quality and time frame. If you will give me a chance, I will ensure that you're satisfied. Please give me a chance. Thanks
$210 USD in 3 days
4.8 (7 reviews)
4.6
4.6
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I have 7 years of consulting and investment banking including brief work at Cushman & Wakefiled. Shall be glad to assist you.
$139 USD in 5 days
4.6 (4 reviews)
3.5
3.5
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Hello Sir I am very interested in doing this project. I assure you of the quality work to your satisfaction. I look forward to work in collaboration with you. Thank You Best Regards asd02
$190 USD in 5 days
4.3 (4 reviews)
3.4
3.4
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Greetings! I have created over 200 business plans / analysis, financial and marketing plans and Private Placement Memorandums in the past 8 years and additionally have raised debt and equity totaling $220 million to fund these ventures. My work is original, well researched and 100% completed by me, not subcontractors. I hold Master of Business Administration degree. I would very much like to work with you on this project and request that you contact me through freelancer to discuss specifics. Thank you in advance.
$222 USD in 10 days
4.1 (7 reviews)
3.4
3.4
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Hi, being qualified professional I would like to offer my services for for assisting you in investment decision regarding purchase of apartment. You have gather a lot of information. Some research regarding the rental income, any other initial costs and running cost would be required to be made to analyse is with efficiently. I am professionally qualified management accountant (ACMA) with more than seven years of experience. Please feel free to contact if you have any query. Regards. Zafar
$177 USD in 5 days
5.0 (5 reviews)
2.9
2.9
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GOD BLESS ALL .Hello, I am interesting in working with you to develop the business plan you need. To provide you with some background on our company, we are a business and software consulting business and have been working with clients for nearly 10 years in developing investor ready business plans. Our business services include business and marketing plans, presentation development, web copywriting, and market research. I have a wide variety of experience in different industries and varying locations, including international. Working with a vast number of clients, has allowed me to develop for industries like: ecommerce, retail, social network, web development, software, IT, classified websites, web design, art design, digital marketing, online marketing, and much more. If selected I provide you with some questions so you can provide specific details about your business. I will perform research on the industry, competition in your market, and target market. This will include financials, charts and graphs. I will keep in touch throughout the process using either Freelancer or some other email communication
$411 USD in 16 days
4.9 (4 reviews)
2.5
2.5
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The salient features you could get from my project report are: 1)DSCR 2)Cash flow statement 3)Projected Balance sheet 4)Projected P&L statements 5)IRR 6)ROI 7)NPV 8)Sensitivity analysis Shall include any more analysis required for the client.
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Hi, I am interested to help you with your apartment investment analysis. I am a New Zealander based in Hong Kong. I do similar analysis for my own investments and as part of my real estate work. Based on the summary you have provided I propose that the deliverable to you would be a spreadsheet that focuses on the numbers. First page would be the assumptions/model plus 1 or 2 pages covering the comparable market info & loan rates, which would be in table form. The model would focus on the property and the finance assumptions, and provide a summary (expected profit/loss) of the forecast cashflow over time, plus the cashflows would be broken into the proportional interests. There are a lot of assumptions missing (plus the unit % holdings don't add up) that would make the model more accurate and help you to make a more informed investment decision, for example, forecasted expenses, how long you plan to hold the property, etc. but I could build a model that incorporates the assumptions you have mentioned plus make it the model adjustable so you can add in important considerations. I am not qualified to give advice on structuring of a trust and tax implications, plus to get an accurate loan rate you would need to talk to a bank/broker. If you got this advice at a later date it could be included in the model. Please note, that I am away on holiday from Saturday so if you were interested to award this project to me I would need to start asap.
$194 USD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Melbourne, Australia
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Member since Dec 8, 2013

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