Creating your property investment brief
When it comes to property investing, most people jump straight into browsing suburbs or scrolling through listings. But the real starting point? Creating a clear investment strategy and turning that into a practical investment brief.
In today’s episode, Pete and Amy break down exactly how to do that – so you can stop wasting time on properties that don’t align with your goals, and start building a portfolio with purpose.
What we cover in this episode:
- Strategy vs. brief – the big-picture plan vs. the specifics for your next purchase.
- How to decide between capital growth vs. cashflow (and why it’s rarely one without the other).
- The role of exit strategies, diversification, and correct loan structuring.
- Why it’s critical to align your investments with your lifestyle and long-term goals.
- Setting your brief parameters:- Budget (capacity vs. comfort level)- Cashflow requirements (yield vs. growth, stress testing, P&I vs interest only)- Investment style (set-and-forget vs. value-add opportunities)- Example of a clear brief: what it looks like in practice.- How to avoid analysis paralysis when you’ve got a flexible budget or too many choices.- Choosing locations strategically: state, suburb, and micro-market research.- Key non-negotiables and “bonuses” to include in your final brief – from quiet streets and off-street parking to north-facing blocks and future value-add potential.
Why this matters:
Your investment brief acts as a filter. It protects you from distraction, FOMO, and shiny objects. Most importantly, it keeps every property decision aligned with your long-term wealth-building strategy.
By the end of this episode, you’ll know exactly how to build your own property investment brief – and how to use it as a roadmap for smarter, more strategic buying.
Episode How to research real estate like a pro
Rask Resources
Pete's Buyers Agency: https://www.allenwargent.com.au
Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking
Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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