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DDR MC

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MC DUE DILIGENCE REPORT February 2021 LOCATION 7-11 Maude Street , Cheltenham, VIC 3192


Disclaimer The information in this document is not investment advice. The information in this document has been published as an information service. The information contains general information and does not take into account any investor’s particular circumstances and needs. Each investor should consider whether the information is appropriate for his or her particular needs, financial situation and investment objectives. While the information provided by Blue Wealth Property is believed to be accurate, Blue Wealth Property does not accept responsibility for any inaccuracy or any actions taken upon reliance of the information in this report. No returns or performance is guaranteed. Any forecasts are dependent on the current market conditions and knowledge available at the time of producing this document. Important Notices This information is subject to change without notice. Updated information can be obtained by contacting Blue Wealth Property on (02) 9743 0077 or their authorised Business Partners.


CONTENTS

CONTENTS Cheltenham

01

1.0 MC

10

3.0 Cheltenham

10

3.1 Population & Demographics

03

2.0 Melbourne

11

3.2 Economics & Employment

04

2.1 Population & Demographics

12

3.3 Infrastructure Spending

05

2.2 Economics & Employment

13

3.4 Supply & Demand

07

2.3 Infrastructure Spending

08

2.4 Supply & Demand

14

4.0 Floorplate

15

5.0 Renders

19

6.0 Pitard Group


1.0 MC

1.0 MC Project Details • Located 18 kilometres south-east of Melbourne • Bound by Black Rock, Sandringham and Hampton, some of Melbourne’s most sought-after suburbs • Home to several of Melbourne’s most prestigious golf clubs and the Southland Westfield, Cheltenham offers a desirable lifestyle • Based on population forecasts, the City of Kingston’s population is set to increase by 1,400 residents per from from now until 2036 • Median weekly household incomes in Cheltenham are only $200 below Hawthorn where the median house

34 apartments

below balanced levels and

Price ranges

indicating a severe undersupply • Indigo is located less than 500

1 bedroom, 1 bathroom, 1 car space: from $535,000

metres from the local train station,

2 bedroom, 2 bathroom, 1 car space: from $665,000

Westfield and local shopping

Size ranges

strip, a well-connected location enhances the resale and rental demand • The well-designed floor plans combined with high quality and amenities exposes a strong value proposition • A boutique project of only 34 generous apartments • Combined developer/builder means outstanding quality and

Cheltenham’s. This represents

attention to detail

the opportunity for future growth

Number of dwellings

by a vacancy rate of 0.8%, well

price is $1 million higher than strong relative affordability and

1

• Strong rental market characterised

1 bedroom, 1 bathroom, 1 car space: 59 - 67sqm 2 bedroom, 2 bathroom, 1 car space: 76 – 97sqm

Estimated completion Completed

Estimated outgoings Council & Water Rates: $2000 p.a approx Indicative Strata Levies: $1,600 - $2,800 p.a approx

Conditions of purchase Holding Deposit: $1,000 Deposit on Exchange: 10% on exchange of contracts Deposit Type: Cash and Bank Guarantee (balance on completion)


1.0 MC

MC Cheltenham, Victoria

2


2.0 MELBOURNE

2.0 MELBOURNE Victoria

‘Melbourne was voted the world's most liveable city for seven years running' Melbourne is Australia’s second largest city and voted the world’s most liveable city for seven consecutive years by the Economist Intelligence Unit. This comes down to a unique combination of diverse demographics, strong sports, entertainment and café culture and well-planned transport systems and infrastructure. The Melbourne property market has a rare structure, with varying growth rates on product type (houses and apartments) and location making it difficult to place the city on the property clock. Broadly speaking, Melbourne’s housing market performed strongly between 2012 and 2017 – with only Sydney recording a higher growth rate. The markets segmented nature means each region must be assessed on its individual merit. The division in the market exposes opportunities and the sub-markets best representing growth potential.

3


2.0 MELBOURNE

‘By 2031 Melbourne is

2.1

projected to overtake Sydney as Australia’s most populous city’

Population & Demographics As of August 2018, ABS reported

is based on the evolution of a

that the population of Greater

population’s age structure, gender

Melbourne reached 5 million

or living arrangements. The way we

residents. Melbourne has added

live provides policy makers with the

over 120,000 new residents each

information they need to plan for

year for the past three years – the

future demands for housing, land and

highest of any Australian city.

infrastructure.

With population growth like this, Melbourne needs to add 45,000 new dwellings per year, or nearly 1,000 per week. A record 18,000 Australians migrated to Victoria in 2017, largely because of housing affordability and job creation. Melbourne has been growing faster than Sydney over the past decade, according to the Australian Bureau of Statistics (ABS), and is set to become Australia’s most populous city by 2031. To accommodate for this growth, the city will require an additional 1.6 million dwellings.

The current household size of 2.7 people and the growing proportion of lone person households suggest that the dwellings required could be provided through apartment development. As at June 30th 2018, the lone person household and coupled families without children make up 49% of Greater Melbourne’s population. This means that half of Greater Melbourne’s households are well suited to apartment living. The number of lone person households is projected to grow 59% by 2031, the fastest of the varying household

Assessing the population structure

types. Strong house price growth in

and how this may change in the

Melbourne’s metropolitan areas is

future is critical to understanding

likely to strain affordability and result

where the demand for property

in an increase in demand for more

will come from. Government policy

affordable apartment dwellings.

4


2.0 MELBOURNE

2.2

Economics & Employment

Victoria

Gross state product

Percentage of Australian gross domestic product

$385.9 billion

23.6%

Melbourne has solidified its position

The Melbourne economy is

Over the last 5 years, Victoria has

as Australia’s strongest economic

continually shifting away from the

added more jobs than any other state.

performer, now boasting the

manufacturing based industries into

According to data from the federal

country’s highest contribution to

the less volatile professional services.

government, Victoria’s employment

the GDP. According to Commsec’s

This has been the most significant

base increased by 100,200 jobs in

quarter 4, 2018 State of States

change to Melbourne's economy.

the 12 months to 2018. This job

report it also recorded 3.3% annual

The evolution has allowed for a more

creation was dominated by full

GSP growth making it the nation’s

diversified base of employment-

time employment signifying the

top performer. A solid indicator

generating industries, which has

strength of the diversified economy.

for the strength of state economy

strengthened the resilience of the

In the five years between 2017 to

is the acceleration in retail trade.

city’s labour market to external

2022, federal statistics forecast

Over the past 12 months, retail

shocks and structural adjustment

Victorian employment to increase

trade has grown by almost 5%, in

pressures.

8.8% - outpacing that of the national

a performance outpacing all other states.

5

average.


2.0 MELBOURNE

Victoria’s gross state product grew by 3.3% over 2018, making it the country's top perfromer

6


2.0 MELBOURNE

2.3

Infrastructure Spending Melbourne has been nominated as the world’s most liveable city seven out of the last eight years. The Victorian Government maintains that the key to upholding this status rests upon infrastructural investment as a driver. To proactively plan for future needs, while implementing innovative visions the ‘Plan Melbourne’ vison was conceived. The plan that extends its vision through to 2050, is structured to design Melbourne’s housing, commercial and industrial development for future levels of need.

Sky Rail Project This multi billion project is aimed at easing traffic congestion throughout the whole of Greater Melbourne. 75 differing level train crossings are being removed and lifted over a 5 year construction timeframe.

The plan integrates over 112 future action plans to accommodate for future

Completion is expected to be finished

population, housing and employment needs. Major growth corridors in the

by 2022.

Southwest (Wyndham-Geelong), North (Hume) and Southeast (Dandenong) will ultimately be connected as a planned economic triangle. Major investments

Fishermans Bend Urban Renewal

include:

The largest urban renewal project in Australia, the precinct is located

West Gate Tunnel Project Construction on the project begins in 2018 and completion is anticipated for 2022. It involves widening the West Gate Tunnel enhancing connectivity from the south west of Melbourne into the CBD. The project is expected to create 6,000 jobs. Metro Tunnel Rail Link The $10 billion project consists of two 9 kilometre train tunnels, including five underground stations from South Kensington to South Yarra. The construction will result in the employment of 3,500 people. Construction will began in 2018 and is forecast to be completed by 2020. On completion the project will service an extra 35,000 commuters during peak hour.

7

1 kilometre south west of the CBD. Over 250 hectares has been rezoned for residential, commercial and retail spaces in an attempt to expand the capital city zone. The area has potential to accommodate 40,000 jobs and 80,000 residents.


2.0 MELBOURNE

2.4

Supply & Demand The Melbourne property market

high-density dwellings tenanted

can be best described as segmented,

and occupied quickly. Melbourne

with discontinuity on a suburb by

had a vacancy rate of 2.9% as of

suburb basis. The result is, significant

August 2019, with 3% indicating a

variation in property market gauges

balanced market, as a result Greater

(supply, vacancy rates, time on

Melbourne is heavily undersupplied.

market, yields and the like) when a

With projected population increases

granular (suburb by suburb) approach

exceeding those of other capital

of analysis is taken.

cities, Melbourne is challenged

The strong performance in Melbourne’s housing market and strain on affordability is driving demand for townhomes and apartments. This coupled with strong population growth in Metro

with the task of ensuring long term strategies are applied that will allow supply to match demand sustainably. Projections suggest that 1.6 million dwellings are required to keep up with population forecasts to 2031.

Melbourne has seen medium and

8


3.0 CHELTENHAM

Cheltenham, Victoria

9


3.0 CHELTENHAM

3.0 CHELTENHAM 3.1 Population & Demographics Population growth

Median age

Average household size

1,400 new residents by 2036

40

2.5

City of Kingston LGA is forecast to

resident is 40 years old an employed

There is a strong presence of couples

experience population growth of

in white collar occupation. Around

without children (making up over

18.6% per cent to 198,340 by 2041,

30% of the local workforce are

34.6% of local families) indicating the

equating to approximately 1,500

employed in either a professional,

specific need for apartment supply,

new residents per year. The LGA

or managerial role - indicating the

particularly in an area where median

development guidelines restrict the

strength of the local tenant pool.

house prices have performance

density of future development. This

The average household size of 2.5

strongly over the last 5-year period.

will ensure demand is high for the

indicates that both one and two

The significant disparity between

existing homes and new dwellings

bedrooms are suited to the market

house and apartment prices will be

which offer an affordable option for a

demographic.

a major driver for apartment demand.

down sizers demographic.

According to ABS data, over 24.9%

According to the Australian Bureau

of dwellings within Cheltenham

of Statistics census data, Cheltenham

are rented (a statistic higher than

has a population of 22,291 living in

the Australian and Victorian state

9,649 dwellings with an average

average) highlighting the suitability

household size of 2.5. The average

of rental tenure within the suburb.

10


3.0 CHELTENHAM

‘Median household incomes in Blackburn are 26.7% higher than the Victorian state average’

3.2

Economics & Employment Gross Regional Product

Industry Profile

Income Growth

$11.37 billion

White Collar

5%

Melbourne boasts Australia’s fastest

The hospital industry employs

The employment profile of

growing economy, in the 12 months

the largest portion of residents

Cheltenham residents is white

to May 2017, Victoria recorded the

(3.9%), many of which are likely

collar. The average weekly household

highest rate of job creation in the

to be employed at the Moorabbin

income is $1,502, 5% higher than the

country. It added over 115,000 new

Hospital. Some of the other key local

Victorian median household income.

jobs whilst the nation’s net job

employment nodes are:

Median house prices in Cheltenham

creation was 95,000.

Monash University, Caulfield

The City of Kingston has a Gross

Campus: This is the second

Regional Product of $10.94 billion

largest Monash University

representing 2.7% of the state’s

campus. The campus educates

Gross State Product (GSP). The City

over 1,050 students and employs

of Kingston provides 91,988 local

over 1,900 staff

jobs with the largest industry being manufacturing. In Cheltenham, the industries of employment are quite diverse, no industry makes up more than 5% of the total employment. The diversity of employment makes the suburb less susceptible to risk of widespread unemployment.

11

•

•

are 14 times the median annual household income, as opposed to the Victorian suburb of Hawthorn where median house prices are 24 times the median household income. This illustrates relative affordability, highlighting the opportunity and

Morabbin Business and

potential for future growth in

Industrial Park

Cheltenham.

The Melbourne CBD is also very accessible from Cheltenham. The suburb offers a direct train line into Melbourne which only takes 35 minutes.


3.0 CHELTENHAM

3.3

Infrastructure Spending The Victorian Government continue

There has also been a focus on

Westfield Southland has now

to invest in the state infrastructure.

transport and road infrastructure

established its own train station,

Understanding the extent of

throughout Victoria. The removal

which is Melbourne’s newest station

the population growth they are

of level crossings has been a focus

and only 500 metres from Indigo.

experiencing, it is critical that

throughout the south-east. This

The $21 million project increases the

sufficient infrastructure is in place to

eases transport within the suburb,

capacity of the current train line.

cope with future growth.

removing traffic congestion while

The Monash Freeway Upgrade is

also increasing the capacity of the

worth over $400 million, widening

train line. The removal of level

the M1 free way to improve roads and

crossings as part of the Sky Rail

reduce travel time into the city.

The Victorian Budget for 2018/19 has highlighted education as a major focus for Melbourne’s inner south east. Over $800 million will be dedicated to building new and upgrading existing schools in the south east. Schools such as the below are being upgraded: •

Bentleigh West Primary

•

East Bentleigh Primary

•

Ormond Primary

•

Sandringham East Primary

•

McKinnon Secondary College

Project has already occurred in suburbs like Carnegie, McKinnon, Bentleigh and is scheduled to occur in late 2018 at the Cheltenham Train Station. The Sky Rail Project ($1.6 billion) involves the upgrade of train stations between Caulfield and Dandenong increasing accessibility from the south-east into the city.

12


3.0 CHELTENHAM

3.4

Supply & Demand

Vacancy Rate

Dwellings Required

Estimated time on market

1.9%

15,000 by 2036

57 days

The best measure of supply and

Height restrictions and floor to space

In the past five years, Cheltenham’s

demand is a vacancy rate. A

ratio regulations have meant that

median house price increased by 80%.

balanced market is likely to present

most of development within the

As of December 2019, the vacancy

a vacancy rate of 3% this allows for

inner parts of a suburb are low rise

rate in Cheltenham is 1.9% indicating

the natural vacation and uptake of

and boutique. Apartment projects

a heavily undersupplied market.

rental properties. Markets with a

of 30 – 50 apartments have become

vacancy rate below 3% suggests they

very acceptable and are attracting

are undersupplied. Generally, the

high demand from the downsizer.

south-eastern region of Melbourne

The lack of affordable accommodation

has maintained low vacancy rates,

has been reflected in the growth in

particularly the City of Bayside and

median house prices, many suburbs

the City of Kingston. The LGA’s have

experiencing increases in excess of

maintained higher levels of control

60%.

around future development.

13

Constrained supply and rising demand is likely drive an uplift in apartment prices. The significant disparity between house and apartment prices of 70% will result in a considerable demand shift away from homes toward apartments.


4.0 FLOORPLATE

4.0 FLOORPLATE

Private Open Space: 12m2

AC

AC

Private Open Space: 12m2

AC

AC 1.01 Area: 80m

1.09 Area: 76m2

Private Open Space: 11m2

Private Open Space: 14m2

N

1.02 Area: 77m

2

2

Private Open Space: 11m2

1.10 Area: 82m2 AC

1.08 Area: 59m2

1.03 Area: 59m2 Private Open Space: 10m2 AC 1.06 Area: 67m2

1.04 Area: 84m2

AC

AC

Private Open Space: 12m2

Private Open Space: 13m2

AC AC

Private Open Space: 16m2

Private Open Space: 18m2

1.07 Area: 82m2

1.05 Area: 68m2

M A U D E S T RE E T EFFECTIVE FLOOR PLANS, WITH AN EFFICIENT USE OF ALL FLOOR SPACE

REV DOCUMENT / DRAWING IS PROTECTED BY FEDERAL A GHT LAW COPYING IN ANY SHAPE OR FORM, IN WHOLE OR IN ITHOUT THE WRITTEN AUTHORISATION OF EWERT LEAF Pty. TRICTLY PROHIBITED.

O NOT SCALE, USE FIGURED DIMENSIONS ONLY. ALL MENSIONS ARE TO BE CONFIRMED ON SITE PRIOR TO OMMENCEMENT OR FABRICATION OF ANY WORK. NY DIMENSIONAL DISCREPANCY TO BE BROUGHT TO THE TENTION OF EWERT LEAF IN WRITING. L WORK IS TO BE CARRIED OUT IN ACCORDANCE WITH THE RRENT BUILDING CODE OF AUSTRALIA AND ANY RELEVANT USTRALIAN STANDARD, AND ALSO ANY LOCAL AUTHORITY -LAW'S.

LARGE EXTERNAL AREAS, APPEALING TO THE OWNER OCCUPIER DEMOGRAPHIC

FLOOR TO CEILING GLASS WINDOWS, ALLOWS MAXIMUM NATURAL LIGHT THROUGHOUT ALL APARTMENTS

LANDSCAPED FEATURES THROUGHOUT BALUSTRADES – SHOWING HIGH QUALITY TOUCHES IN PROJECT

M C C H E LT E N H A M . C

This floorplan is for marketin The information contained in produced in good faith with been measured in accordanc of Australia method of meas

FIRST FLOOR DATE 10.09.18

DESCRIPTION

CHECKED

REV

DATE

DESCRIPTION

CHECKED

PROJE

ISSUE FOR INFORMATION

7-1 14

7 C V


5.0 RENDERS

5.0 RENDERS Pace Of Blackburn

Building Exterior MC, Cheltenham

15


5.0 RENDERS

Living Area MC, Cheltenham

Kitchen MC, Cheltenham

16


5.0 RENDERS

Bedroom MC, Cheltenham

17


5.0 RENDERS

Bathroom MC, Cheltenham

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6.0 PITARD GROUP

6.0 PITARD GROUP Pitard Group has been built on our commitment to quality and innovation, and our team brings unmatched skill, vision and dedication to everything we do. By collaborating as one unit, we seek to create unique places that foster a greater sense of health and wellbeing for those who inhabit them. Our expertise extends to all areas of acquisition, feasibility, design and development, construction, sales and property management. We specialise in all facets of development, from land acquisition to construction, sales and property management. With a history spanning more than two decades, we have garnered a trusted reputation for our fastidious attention to detail, exceptional quality of products and deep community focus.

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6.0 PITARD GROUP

Matilda on Maude Pitard Group

20


Level 2, 8 Australia Avenue, Sydney Olympic Park, NSW 2127 P: +61 (0)2 9743 0077 | E: enquiries@bluewealth.com.au | W: www.bluewealth.com.au


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