Research | INVEST | manage
OUR COMMITMENT TO YOU
The founding principle of our service promise is to ensure every client has the very best investment experience. Our team of dedicated professionals are passionately committed to: RESEARCH the market and identify opportunities INVEST in the right people and the right property for you MANAGE the asset, the process and the partnership
CONTENTS 1. The CPS Property Difference 2. Meet the Directors 3. Property Selection Process 4. Proven Track Record 5. Client Engagement 6. Asset Management 7. Testimonials
THE CPS PROPERTY DIFFERENCE CPS Property specialise in Residential Investment Property and since 2005 we have been matching people with property throughout Australia. Our key to success has been attracting and retaining the highest calibre of people who have a passion to drive our company forward as market leaders. CPS Property is dedicated to our key service delivery principle: “Know our Product” and “Know our Client”. We are committed to forming long term property partnerships. Over many years we developed our own research model known as the Property Investment Index (PII). The PII predicts the expected performance of an investment property via two key measures: Capital Growth and Return on Investment. The index ensures we only recommend the best opportunities to our clients and we back all recommendations up with a First Tenant Guarantee which ensures our clients have a guaranteed cash flow.
At CPS Property we use the latest technologies available to manage the entire property investment journey ensuring we are accountable and have a clear audit trail. We lead the industry with our Engagement strategy through Collaboration and Education of our clients. We ensure all advice is professional, succinct and based on our research model the PII. This saves you time and money. Pro-active property management is the key to the growth of any long term asset. We actively manage the assets of our clients so they achieve the best possible returns. CPS Property has partnered with selected specialist property managers Australia wide to ensure our investors get consistent service across Australia. The thing you will love about working with CPS Property is that we will listen to your needs and we will speak the truth.
MEET THE DIRECTORS
Jacob O’Neill
Shaun Ellis
B.Bus (Fin), LREA
B.Econ (Acc), LREA, Dip Fin Services
In 2005 Jacob founded Complete Property Solutions (CPS Property) and is the driving force behind the ongoing success and growth of the company. After working for some of Australia’s largest accounting and financial planning firms Jacob quickly recognised the importance of balancing excellent investment advice with outstanding service. Jacob has skilfully developed an experienced team of property professionals to support the acquisition and management of residential investment property throughout Australia. With innovative ideas, solid research and sheer determination Jacob has won the confidence of the market place. Jacob’s intelligent and insightful approach both to business and to his clients are the cornerstone of our service delivery promise.
Shaun joined CPS Property as a partner in 2007 bringing with him a wealth of experience and operational discipline from a long established career with multinational corporations such as Price Waterhouse, Deloitte and Corporate Express. After igniting his property investment desire in 2000, Shaun knew that he was destined to follow his aspirations to work and thrive in the industry that he is truly passionate about. In his role as Director, Shaun continues to drive and focus on talent, processes and marketing, while ensuring CPS Property utilises the latest technologies to remain as industry leaders. Shaun is constantly motivated to develop a customer centric property investment advisory business that builds long term wealth for investors.
RESEARCH
Research sources
PROPERTY SELECTION PROCESS CPS Property has developed a Property Investment Index (PII) that has been refined over many years to determine the expected performance of a property. Our PII determines if a property meets our benchmark for selection in order to gain the CPS Property stamp of approval. Our track record speaks for itself; the high selection criteria we set ensures only properties that meet our two key objectives of capital growth and yield are presented to clients.
RESEARCH SOURCES
The above diagram is a summary of the PII and the criteria we use to filter every property investment opportunity.
5 categories
4 measures per category
Algorithm
Supply & Demand
MACRO
Infrastructure Investment Demographics & Migration Economic Growth Council Zoning
MICRO
Local Employment Factors Key Local Infrastructure Population & Income Profiles Access To Transport
LOCATION
Walkability Amenity & Lifestyle Socio-economic Factors Quality Assurance
DEVELOPER
Track Record Design / Aesthetics Reputation / Delivery
Yield & Cashflow
FINANCIALS
Levies / Rates / Holding Costs Contract & Terms Capital Growth Prospects
PROPERTY INVESTMENT
INDEX
INVEST
PROVEN TRACK RECORD
SERENA
CHALMERS CENTRAL
BAYSWATER APARTMENTS
Address: 2-20 Gumara St Randwick Attribute: 16 One Bed & 14 Two Bed Developer: Dasco Australia
Address: 30-34 Chalmers St Surry Hills Attribute: 16 One Bed & 15 Two Bed Developer: Haralambis Property
Address: 137 Bayswater Rd Potts Point Attribute: 14 One Bed & 14 Two Bed Developer: Haralambis Property
Performance:
Performance:
Performance:
• • • • • •
Purchase Date: July 2009 One bed Apt: $500,000 Current Value: $700,000 Capital Growth: 40% Current Rent: $660 Yield on purchase: 6.8%
• • • • • •
Purchase Date: June 2012 One bed Apt: $530,000 Current Value: $635,000 Capital Growth: 19.8% Current Rent: $600 Yield on purchase: 5.8%
• • • • • •
Purchase Date: March 2012 One bed Apt: $560,000 Current Value: $720,000 Capital Growth: 28.5% Current Rent: $690 Yield on purchase: 6.4%
OLIVER ELECTRIC
ARBOR
STONE & CO
Address: 15-17 Fountain St Alexandria Attribute: 9 Ones, 17 Twos, 5 Three Bed Developer: HL Constructions
Address: 13 Railway Terrace Milton Attribute: 22 One Bed & 48 Two Bed Developer: Blue Sky Investments
Address: 275 – 283 Logan Rd Greenslopes Attribute: 6 Ones, 42 Twos & 5 Threes Developer: Blue Sky Investments
Performance:
Performance:
Performance:
• • • • • •
Purchase Date: Jan 2012 Two bed Apt: $720,000 Current Value: $960,000 Capital Growth: 33.3% Current Rent: $860 Yield on purchase: 6.2%
• • • • • •
Purchase Date: Feb 2015 Two bed Apt: $500,000 Current Value: $590,000 Capital Growth: 11% Current Rent: $530 Yield on purchase: 5.2%
• • • • • •
Purchase Date: June 2015 Two bed Apt: $550,000 Current Value: $570,000 Capital Growth: 3.5% Current Rent: $550 Yield on purchase: 5.2%
MANAGE
Client Engagement There are many factors to a successful property investment and we understand that investing in property is often one of the biggest decisions made in life.
6
Defect Management & Post Settlement Services
Our communication strategy is based on two major principles: • Collaboration – listening and understanding the needs of our clients and business partners. • Education & Development – through thought leadership, regular updates and clear communication at all stages of the investment journey. We believe the success of our engagement strategy is because we are real people giving real experience based advice. We follow a structured process from pre-qualification and initial client meeting all the way through to post settlement, management and reporting.
5
Finance Approval & Pre Settlement Advice
4
Exchange Contracts & Progress Reports
1
Fact Find & Goal Setting
Cashflow Analysis & Stress Testing
Property Options & Selection
3
2 What we do is we help people transform from financial uncertainty and not knowing what to do, to investing with confidence and ensuring they save time and money by making the right investment decisions.
ASSET MANAGEMENT Owning investment property is a symbiotic relationship between the landlord, property manager and tenant. At CPS Property we recognise the vital nature of effective property management. We directly oversee an investment portfolio of over 300 properties with a dedicated asset management team. Drawing on extensive industry experience, we effectively determine the right property manager for each new development and individual property. We ensure a consistent level of service Australia-wide by overseeing our specialist network of property managers, who share the same values and service standards we set. Properties that have passed our stringent PII (Property Investment Index) ensure that we are attracting a high calibre of tenants, which supports our service delivery proposition of a maximum rental return, as well as minimum vacancy risk for our investors. Having incorporated the leading Agentplus system as our software platform, allows all stakeholders – landlord, property manager and tenants – to track and monitor their property in real time. Our dedicated interactive portal gives full transparency and visibility for landlords 24 hours a day. One of our key differences to our competition is our First Tenant Guarantee. We understand that initial cash flow is crucial to investors, especially the period immediately after settlement. The CPS Property offer of a First Tenant Guarantee on every off-theplan property ensures rental income to the owner in the instance that a tenant not be sourced within 30 days.
member
TESTIMONIALS
What Our CLIENTS say “They have always delivered what they promised and often work beyond my expectations. Jacob O’Neill is professional and driven. I am very impressed with the service CPS Property provides. Jacob leads a winning team. “ Dr J Wing, Owner, Surry Hills & Rushcutters Bay “Thanks for all of your help during my purchase. I greatly appreciate your time and flexibility. It made the whole process much simpler and helped take the stress out of property hunting. It’s been great working with you and I look forward to working with you again.” N Hobbs, Owner, Surry Hills “You are very experienced in the property advisory business. Professional and knowledgeable. You aim to be the life time partner with your clients” N Ni, Owner, Greenslopes
What Our REFERRAL PARTNERS say “CPS are clearly experts in their field. They are easy to deal with, easy to get along with and easy to trust. I know they are looking out for my client’s interest and I am happy to take their advice on property matters.” B Element, CFP, First Unity “Jacob has acted as a property consultant and agent for myself and several of my clients over the past 10 years. Jacob’s communications skills are one of the key ingredients in the success of his business. He educates my clients to ensure their expectations are realistic, which minimises disappointment for the client and ensures a positive outcome from the referral. Jacob ensures that my clients and I are both kept informed, allowing me to keep on top of my clients affairs. I am happy to recommend Jacob to anyone considering utilising his services.” D Hazelwood, CFP, Western Pacific Financial Group
What OUR DEVELOPERS say “We have found Jacob O’Neill and the CPS Property team to be well versed in all aspects of the apartment sales and leasing market throughout Sydney, their is advice always reliable and up to date and they deliver what they promise” C Haralambis – Haralambis Property “CPS have been a pleasure to work with on our latest Brisbane developments. They deal with all property transactions in a professional, efficient and streamlined manner. In our early stages of development planning, CPS also provides valuable feedback on design, pricing and marketing. Their sales process makes our lives easier, as they are reliable, communicate well and work with high quality clients.” K McMahon, Blue Sky Alternative Investments Limited (ASX:BLA) “I found CPS property to be very responsive to all our need as a developer from pre-settlement all the way through to the ongoing management of our building Jacob and his team have been nothing but exceptional! “ A Zafirellis & J Mavros, Trinium Group
1300 937 277 info@cpsproperty.com.au www.cpsproperty.com.au Suite 406, 55 Holt St Surry Hills NSW, 2010, Australia