Download - 2013.02.22 UGC Global Property Profiles
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7/29/2019 2013.02.22 UGC Global Property Profiles
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GENERALADVICEDISCLAIMERUGCSGLOBALPROPERTYPROFILE(GPP)ISAFREEMONTHLYPUBLICATIONPROFILINGPROPERTYINVESTMENTOPPORTUNITIESCURRENTLYOR
RECENTLYAVAILABLETHROUGHUNITEDGLOBALCAPITAL.THROUGHOUTTHISDOCUMENT,UNITEDGLOBALCAPITALWILLPROVIDEESTIMATESOFLIKELYINVESTMENTRETURNSBASEDONCURRENTANDAVAILABLEINFORMATION.UNITEDGLOBALCAPITALNORITSPARTNERSMAKEANYGUARANTEE
ASTOTHEACCURACYOFTHISINFORMATIONNORITSACHIEVEABLILITYANDYOUSHOULDBEAWARETHATPASTPERFORMANCEORESTIMATEDPERFORMANCEISNOGUARANTEEOFFUTUREPERFORMANCE.
THEINFORMATIONCONTAINEDINTHISREPORTISGENERALINFORMATIONONLYANDSHOULDNOTBECONSIDEREDPERSONALADVICE.YOUSHOULDCONSULTYOURADVISERORAUGCADVISERBEFOREACTINGONANYOFTHEINFORMATIONCONTAINEDINTHISREPORT.
GLOBALPROPERTYPROFILES22February2013
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TotalInitialInvestmentCalculation
AcquisitionPrice $57,000Refurbishmentcosts $3,000Insuranceduediligencecost $750PropertyInspectionCost $325UGCAdvocacyFee $3,850MortgageClosingCosts $0AttorneyClosingCosts $750PropertyLettingFee $1,300TotalInitialInvestment (A) $66,975
FreeCashFlowCalculationExample:
MonthlyGrossRent: $1,300AnnualGrossRent (B) $15,600
AnnualGrossRentalReturn (B)/(A) 23.29%
LessOperatingCostsAnnualPropertyInsurance: $1,500PropertyManagementFee 10.00% $1,560AnnualMaintenanceProvision 5.00% $780AnnualVacancyProvision(Weeks) 4 $1,200LessUGCAnnualAdviceFee $550AnnualPropertyTaxes: $2,767AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $8,357
AnnualNetFreeCashFlow (D)=(B) (C) $7,243
AnnualNetFreeCashFlowYield (D)/(A) 10.81%
USD FinanceFrom .....3.50%pa Fixedfor30years
Norepaymentpenalties
AUDFinanceFrom.....4.99%paFixed2years
Comparison
rate
5.81%
AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,
VIC3000
| www.ugc.net.au
|03
8459
2121
|Authorised
by
Avestra
Capital
Pty
Ltd
AFSL:
292464
109OliveStreet,Syracuse,NY13204.Thisisafantasticfullyrenovated incomeinvestmentintheTipHillareaofSyracuse.Thisduplexhasrecentlygoneundercontractandisthe
perfectinvestment foranincomeorientedinvestor.
Thisgemfeatures2eatinkitchens,separateutilitieswithonenewfurnace,anewhotwatertank,arecentlyreplacedroofwitharchitectural
shingles,tworefurbishedbathrooms,severalnewlyinstalledwindowsandsomenewlyinstalledflooringinbothunits.
2ndfloorunitisalreadyrentedoutat$625permonth. Thissolidinvestmentcouldgenerateinexcessof12%net.
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TotalInitialInvestmentCalculation
AcquisitionPrice $216,000Refurbishmentcosts $10,000Insuranceduediligencecost $3,000PropertyInspectionCost $650UGCAdvocacyFee $3,850MortgageClosingCosts $0AttorneyClosingCosts $1,000PropertyLettingFee $0TotalInitialInvestment (A) $234,500
FreeCashFlowCalculationExample:
MonthlyGrossRent: $3,000AnnualGrossRent (B) $36,000
AnnualGrossRentalReturn (B)/(A) 15.35%
LessOperatingCostsAnnualPropertyInsurance: $3,000PropertyManagementFee 10.00% $3,600AnnualMaintenanceProvision 3.00% $1,080AnnualVacancyProvision(Weeks) 4 $2,769LessUGCAnnualAdviceFee $0AnnualPropertyTaxes: $3,500AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $13,949
AnnualNetFreeCashFlow (D)=(B) (C) $22,051
AnnualNetFreeCashFlowYield (D)/(A) 9.40%
USD FinanceFrom .....3.50%pa Fixedfor30years NorepaymentpenaltiesAUDFinanceFrom.....4.99%paFixed2years Comparisonrate5.81%AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,VIC3000| www.ugc.net.au |0384592121|AuthorisedbyAvestraCapital PtyLtdAFSL:292464
1164&1172JillLane,Marietta,GA30008.Thesetwofullyrenovatedandfullytenantedduplexesofferaterrificopportunityforcashflowandgrowth.Eachduplexcontainsathreebedroomandtwobathroomunitandatwobedroomtwobathroomunit.Bothduplexeshavegoneundercontractfor$108,000each.LocatedinahighdemandsuburbofMarietta,thesepropertieswerevaluedatpeakvaluationsof$190,000onOctoberof2006 and $180,000inOctoberof2007respectively,accordingtoZillow.com
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TotalInitialInvestmentCalculation
AcquisitionPrice $108,000Refurbishmentcosts $10,000Insuranceduediligencecost $750PropertyInspectionCost $350UGCAdvocacyFee $3,850Brokerage $1,500
AttorneyClosingCosts $750PropertyLettingFee $1,550TotalInitialInvestment (A) $126,750
FreeCashFlowCalculationExample:
MonthlyGrossRent: $1,550AnnualGrossRent (B) $18,600
AnnualGrossRentalReturn (B)/(A) 14.67%
LessOperating
Costs
AnnualPropertyInsurance: $1,500PropertyManagementFee 10.00% $1,860AnnualMaintenanceProvision 2.50% $465AnnualVacancyProvision(Weeks) 4 $1,431LessUGCAnnualAdviceFee $0AnnualPropertyTaxes: $2,623AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $7,879
AnnualNetFreeCashFlow (D)=(B) (C) $10,721
AnnualNetFreeCashFlowYield (D)/(A) 8.46%
USD FinanceFrom .....3.50%pa Fixedfor30years NorepaymentpenaltiesAUDFinanceFrom.....4.99%paFixed2years Comparisonrate5.81%AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,VIC3000| www.ugc.net.au |0384592121|AuthorisedbyAvestraCapital PtyLtdAFSL:292464
169RichmondStreet,Atlanta,GA30312.Thispropertyisanapprovedshortsale.Itisa2004built3bedroom21/2bathroomhouselocatednearGrantParkandtheAtlantaBravesBaseballStadium.ThepropertyislocatedinanupandcomingsuburbwhichisstartingtoattractyoungprofessionalsanduniversitystudentswhowantquickaccesstotheCBDandmajoruniversities.Thepropertywillrequiresomerefurbishmentsuchasinternalpainting,possiblyreplacementofcarpetandupgradesorpaintingofkitchencupboards.
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TotalInitialInvestmentCalculation
AcquisitionPrice $60,000Refurbishmentcosts $3,000Insuranceduediligencecost $750PropertyInspectionCost $350UGCAdvocacyFee $3,850MortgageClosingCosts $0AttorneyClosingCosts $750PropertyLettingFee $1,319TotalInitialInvestment (A) $70,019
FreeCashFlowCalculationExample:
MonthlyGrossRent: $1,319AnnualGrossRent (B) $15,828
AnnualGrossRentalReturn (B)/(A) 22.61%
LessOperating
Costs
AnnualPropertyInsurance: $1,500PropertyManagementFee 10.00% $1,583AnnualMaintenanceProvision 5.00% $791AnnualVacancyProvision(Weeks) 4 $1,218LessUGCAnnualAdviceFee $0AnnualPropertyTaxes: $3,015AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $8,107
AnnualNetFreeCashFlow (D)=(B) (C) $7,721
AnnualNetFreeCashFlowYield (D)/(A) 11.03%
USD FinanceFrom .....3.50%pa Fixedfor30years NorepaymentpenaltiesAUDFinanceFrom.....4.99%paFixed2years Comparisonrate5.81%AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,VIC3000| www.ugc.net.au |0384592121|AuthorisedbyAvestraCapital PtyLtdAFSL:292464
206PattinsonRd,Syracuse,NY13203.Thispropertyfeaturestwoseparateflatseachwith3bedroomsand1bathroom.Eachflatiscurrentlytennantedwithallrents100%subsidisedbytheFederalGovernmentundertheSection8rentalsubsidyscheme.Bothflatshavealreadyreceivedrenovationsinthepasttwoyearsbutwillrequireafurther$3,000inexteriorrepaircostsaftersettlement.Thisisaturnkeypropertythatisalreadyinnegotiationandwilllikelygeneratealowriskgrossrentalyieldof22.6%per annumbasedoncurrentrentsandshouldproduceanetrentalyieldinexcessof11%aftertakingintoaccountallopertaingexpensesandoperatingprovisions.ThispropertyprovidesanopportunityforanAustralianinvestortoacquireasecureincomestreamatalevelwhichwillallowstheinvestmenttopayforitselfwithin10yearswithoutfactoringinanyrentalgrowthorvalueappreciationduringthattime.
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TotalInitialInvestmentCalculation
AcquisitionPrice $65,000Refurbishmentcosts $7,000Insuranceduediligencecost $750PropertyInspectionCost $300UGCAdvocacyFee $3,850MortgageClosingCosts $0AttorneyClosingCosts $750PropertyLettingFee $950TotalInitialInvestment (A) $78,600
FreeCashFlowCalculationExample:
MonthlyGrossRent: $950AnnualGrossRent (B) $11,400
AnnualGrossRentalReturn (B)/(A) 14.50%
LessOperatingCostsAnnualPropertyInsurance: $1,200PropertyManagementFee 10.00% $1,140AnnualMaintenanceProvision 2.50% $285AnnualVacancyProvision(Weeks) 4 $877LessUGCAnnualAdviceFee $0AnnualPropertyTaxes: $1,590AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $5,092
AnnualNetFreeCashFlow (D)=(B) (C) $6,308
AnnualNetFreeCashFlowYield (D)/(A) 8.03%
USD FinanceFrom .....3.50%pa Fixedfor30years NorepaymentpenaltiesAUDFinanceFrom.....4.99%paFixed2years
Comparisonrate
5.81%
AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,VIC3000| www.ugc.net.au |0384592121|AuthorisedbyAvestraCapital PtyLtdAFSL:292464
1427SteamEngineWay,Conyers,GA30013.Thisisa2006builtranchstylehomeonafinishedbasement.Thispropertyislocatedonalargecornerlotandisclosetoshoppinganddining.ItallowsforquickaccesstotheInterstateHighway No.20andisashortcommuteintoAtlantaCBD.Thepropertyisnotadistressedsaleandislistedat$79,900.However,basedoncurrentmarketcomparablesthepropertyislistedwelloverwhatcurrentcomparablessuggestitshouldbe,withtherealistreportsuggesting avaluationof$59,000 withanofferbetween$60,000to$65,000expectedtobeafairprice.Thehousehas4bedroomsand3bathroomsanda2carlockupgarage.ItsoldinDecember2006for$152,059andhadanestimatedpeakvaluationof$174,000in May2008accordingtoZillow.com.Thepropertymayrequirerecarpetingifsteamcleandoesn'tclean carpetsufficientlyanditwillalsoneednewappliancesandsomeminorpaintingandaminorleakrepaired,whichcanbenegotatedwiththeseller.
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TotalInitialInvestmentCalculation
AcquisitionPrice $150,800Refurbishmentcosts $36,000Insuranceduediligencecost $2,000PropertyInspectionCost $1,200UGCAdvocacyFee $3,850MortgageClosingCosts $0AttorneyClosingCosts $750PropertyLettingFee $2,600TotalInitialInvestment (A) $197,200
FreeCashFlowCalculationExample:
MonthlyGrossRent: $2,600AnnualGrossRent (B) $31,200
AnnualGrossRentalReturn (B)/(A) 15.82%
LessOperating
Costs
AnnualPropertyInsurance: $3,000PropertyManagementFee 10.00% $3,120AnnualMaintenanceProvision 3.00% $936AnnualVacancyProvision(Weeks) 4 $2,400LessUGCAnnualAdviceFee $0AnnualPropertyTaxes: $3,492AnnualHOAFees: $0TotalAnnualOperatingCosts (C) $12,948
AnnualNetFreeCashFlow (D)=(B) (C) $18,252
AnnualNetFreeCashFlowYield (D)/(A) 9.26%
USD FinanceFrom .....3.50%pa Fixedfor30years NorepaymentpenaltiesAUDFinanceFrom.....4.99%paFixed2years Comparisonrate5.81%AUDFinanceFrom.....5.23%paVariableRate Comparisonrate5.55%
Preparedby:JoelHewish (AR:416387)|UnitedGlobal CapitalPtyLtd(CAR:416388)|Lvl39,385BourkeStreet,Melbourne,VIC3000| www.ugc.net.au |0384592121|AuthorisedbyAvestraCapital PtyLtdAFSL:292464
944AmberlyCourt,Norcross,GA30093.ThisisabankownedandforeclosedQuadraplex.Eachunithas 2bedrooms,2bathroomsandapowderroom.Thebuildingis4sidedbrickandisbackonthemarketatalistpriceof$150,800.Itrequiressomerefurbishmentandtheremaybetheneedforfutureupgradestoairconditioningunitswhichhavebeenprovisionedforintherefurbishmentestimates.Eachunitshouldrentforbetween$625and$675permonth.Eachunithastwoallotedcarparks.
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One bedroom apartments from $445,000
Two bedroom apartments from $509,000
Property Investment AnalysisInitial Year, One Bedroom @ 34% Marginal Tax Rate
Purchase Price $445,000
Purchase Costs (Stamp Duty, Legals, etc) $4,944
Total Borrowings $449,944
Rental Income (per annum) $21,840
Annual Gross Rental Yield 4.85%
Less Annual Vacancy Allowance $1,260
Total Income $20,580
Total Cash Expenses (Rates, Letting Fees, Interest etc)* $34,161
Pre Tax Cashflow Surplus / Deficit -$13,581
Non-Cash Depreciation Allowances -$13,000
Total Cash & Non-Cash Tax Allowances -$26,581
Total Tax Credit $9,038
Net Cash Surplus / Deficit After Tax Per Annum - 4,543
Net Cash Surplus / Deficit After Tax Per Week -$87
* Assumes an interest rate of 5.5% interest only 80% LVR
USD Finance From .....
3.50% pa
Fixed for 30 years
No repayment penalties
AUD Finance From.....
4.99% paFixed 2 years
Comparison rate 5.81%
AUD Finance From.....
5.23% paVariable Rate
Comparison rate 5.55%
United Global Capital Pty Ltd | Lvl 39, 385 Bourke Street, Melbourne , VIC 3000 | www.ugc.net.au | 03 8459 2121
THE ALBERT, BRUNSWICK EAST
Positioned between Lygon and Nicholson Streets, The Albert will be composed of a series of buildings that face tyhe expansive Fleming
Park.
Located in the culturally diverse and eclectic community of Brunswick East and just 5.9kms from Melbourne's CBD, The Albert is designed
for flexible living where the 1 & 2 bedroom apartments have been thoughtfully conceived with superior grade finishes and natural
materials.
Through the use of these natural and high-grade materials, The Albert is a development true quality, a home that will set a new benchmark
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One bedroom apartments from $360,000Two bedroom a artments from $530,000
Pro ert Investment Anal sisInitial Year, One Bedroom @ 34% Marginal Tax Rate
Purchase Price $420,000
Purchase Costs (Stamp Duty, Legals, etc) $16,325
Total Borrowings $436,325
Rental Income (per annum) $21,403
Annual Gross Rental Yield 4.91%
Less Annual Vacancy Allowance $1,260
Total Income $20,580
Total Cash Expenses (Rates, Letting Fees, Interest etc)* $30,400
Pre Tax Cashflow Surplus / Deficit -$9,820
Non-Cash Depreciation Allowances -$12,381
Total Cash & Non-Cash Tax Allowances -$22,201
Total Tax Credit $7,548
Net Cash Surplus / Deficit After Tax Per Annum -$2,272
Net Cash Surplus / Deficit After Tax Per Week -$44
* Assumes an interest rate of 5.5% interest only 100% LVR
USD Finance From .....
3.50% pa Fixed for 30 years
No repayment penalties
AUD Finance From.....
4.99% paFixed 2 years
Comparison rate 5.81%
AUD Finance From.....
5.23% paVariable Rate
Comparison rate 5.55%
United Global Capital Pty Ltd | Lvl 39, 385 Bourke Street, Melbourne , VIC 3000 | www.ugc.net.au | 03 8459 2121
SIENA, MILTON (BRISBANE)
Siena is a boutique apartment development consisting of 49, one and two bedroom apartments over 10 levels
with views from the higher levels to the Brisbane CBD, Toowong and Mt Cootha.
Located 2.3kms from Brisbanes CBD, Milton is one of Brisbanes most sought after lifestyle neighbourhoods.
Siena is within walking distance to the Park Road precinct with its varied choice of shopping, restaurants and
eateries.
This boutique development is being developed with many design inclusions and features that contribute to
todays modern apartment living experience.
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One bedroom apartments from $417,000Two bedroom apartments from $655,000
Property Investment AnalysisInitial Year, One Bedroom @ 34% Marginal Tax Rate
Purchase Price $469,000
Purchase Costs (Stamp Duty, Legals, etc) $16,840
Total Borrowings $485,840
Rental Income (per annum) $22,932
Annual Gross Rental Yield 4.72%
Less Annual Vacancy Allowance $1,350
Total Income $21,582
Total Cash Expenses (Rates, Letting Fees, Interest etc)* $35,760
Pre Tax Cashflow Surplus / Deficit -$14,178
Non-Cash Depreciation Allowances -$15,614
Total Cash & Non-Cash Tax Allowances -$29,792
Total Tax Credit $10,129
Net Cash Surplus / Deficit After Tax Per Annum - 4,049
Net Cash Surplus / Deficit After Tax Per Week -$78
* Assumes an interest rate of 5.75% interest only 100% LVR
USD Finance From .....
3.50% pa Fixed for 30 years
No repayment penalties
AUD Finance From.....
4.99% paFixed 2 years
Comparison rate 5.81%
AUD Finance From.....
5.23% paVariable Rate
Comparison rate 5.55%
United Global Capital Pty Ltd | Lvl 39, 385 Bourke Street, Melbourne , VIC 3000 | www.ugc.net.au | 03 8459 2121
THE MILTON, MILTON
Brisbane's Inner West is fast becoming a hub for inner-city and The Milton will be at the heart of the amazing
transformation. Miltons unique combination of a prime inner city location, access to major public transportation
and arterial networks, as well as its central position close to educational, business, entertainment and
recreational amenities, are recognised key factors in providing an attractive opportunity for potential property
investors.
The Milton capitalises on its unmatched location immediately adjacent to Milton Railway Station to create a
vibrant urban hub only two kilometres from the Brisbane CBD and will incorporate residential apartments,
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Wheredoyouwanttobe?
UnitedGlobalCapitalPtyLtd,Level39,385BourkeStreet,MelbourneVICAustralia3000
CorporateAuthorisedrepresentave(416388)ofAvestraCapitalPtyLtd(AFSL292464)
Phone:61384592121|Fax:61384592102|Website:www.ugc.net.au|Email:[email protected]
GLOBALPROPERTYPROFILES