Residential Investor Evolves

Over 10 years, Rob and Flo had built up a portfolio of 5 residential investment properties. The investment properties were important to Rob as ultimately it would mean Rob could “get off the tools” from his manual job and retire early.

However, recently they had become fatigued by increasing regulations against landlords. And at the same time, they recognised the tightening in the supply of credit and felt that rises in the value of their investments had come to an end.

After a bad tenant experience, enough was enough.

We worked with Rob and Flo and showed that through the sale of 1 or 2 properties and the investment of the proceeds, they could easily meet their early retirement target, and reduce the stress from the property management.

The outcome? For the meantime, Rob and Flo have continued with their properties, but do so knowing they are on track and feeling in control for their planned early retirement.