Case Studies Archives

Case Studies

Top tips for purchasing in a cooling market – Listener question! (Ep.160)

Jul 4, 2022

In this week’s episode Dave, Cate and Pete discuss what should you do when you are the only one to show up to an auction and or bid? How do you approach comparables when prices are falling? And more!

Property Planning Case Study #3 – Should our ‘Next Purchase’ be the holiday home or an investment and how do the financial outcomes marry up with our short and long-term goals? (Ep.156)

Jun 6, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple who are struggling to make a decision between a holiday home or an investment property.

Listener questions – How do I recover from early investment decisions that were made without a plan? We have our home and plan to start a family, should we buy an investment property now or wait until after we have kids? And more (Ep.154)

May 23, 2022

In this week’s episode Dave, Cate and Pete answer burning questions from our listeners.

Property Planning Case Study #2 – Can we have it all? Purchase a part-time investment Airbnb doubling as a holiday home, and could become our downsizing home, all without compromising our lifestyle despite our low cash flow, and still strive to achieve our rental income goals for retirement? (Ep.151)

May 2, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple who would like an investment, holiday house and future long-term home and answer the question: can they have it all?

Listener questions – Is it critical for a Buyer’s Advocate to have local expertise and can a “borderless” BA overcome this with data? Should you first know where to invest & then pick a BA that works in the area? How would you know where to invest? And more (Ep.149)

Apr 18, 2022

In this week’s episode Dave, Cate and Pete tackle questions from our listeners relating to buyer’s advocacy.

Property Planning Case Study #1 – What’s our next move? Renovate our home and invest, sell the home and upgrade, or upgrade and convert the home into an investment (Ep.143)

Mar 7, 2022

In this week’s episode Dave, Cate and Pete take you through a case study from one of our listeners who was stuck working out what their next property decision will be. I want to start my investment journey. Do I sell or keep my current home? Keep living in it or upgrade?

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