2012.12.20 UGC Global Property Profile

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  • 7/30/2019 2012.12.20 UGC Global Property Profile

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    Where do you want to be?

    GENERAL ADVICE DISCLAIMERUGCS GLOBAL PROPERTY PROFILE (GPP) IS A FREE MONTHLY PUBLICATION PROFILING PROPERTY INVESTMENT OPPORTUNITIES CURRENTLY OR

    RECENTLY AVAILABLE THROUGH UNITED GLOBAL CAPITAL. THROUGHOUT THIS DOCUMENT, UNITED GLOBAL CAPITAL WILL PROVIDE ESTIMATES OF

    LIKELY INVESTMENT RETURNS BASED ON CURRENT AND AVAILABLE INFORMATION. UNITED GLOBAL CAPITAL NOR ITS PARTNERS MAKE ANY GUARANTEE

    AS TO THE ACCURACY OF THIS INFORMATION NOR ITS ACHIEVEABLILITY AND YOU SHOULD BE AWARE THAT PAST PERFORMANCE OR ESTIMATED

    PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.THE INFORMATION CONTAINED IN THIS REPORT IS GENERAL INFORMATION ONLY AND SHOULD NOT BE CONSIDERED PERSONAL ADVICE. YOU SHOULD

    CONSULT YOUR ADVISER OR A UGC ADVISER BEFORE ACTING ON ANY OF THE INFORMATION CONTAINED IN THIS REPORT.

    GLOBAL PROPERTY

    PROFILES20 December 2012

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    Total Initial Investment Calculation

    Acquisition Price $265,000

    Refurbishment costs $33,000

    Insurance $1,000

    Property Inspection Cost $350

    UGC Advocacy & Project Management Fee $5,500

    Holding Costs $1,000

    Attorney Closing Costs $750

    Sundry Closing Cost $500

    Total Initial Investment - (A) $307,100

    Expected Holding Time (Days) 150

    Anticipated Sale Price (Based on Comparable Sales) $399,000

    Agent Fees 7% $27,930Closing Costs $1,000

    UGC Sale Fees $2,200

    Total Sale Fees $31,130

    Net Sales Proceeds $367,870

    Annual Return Projection

    Net Profit ($) $60,770Net Profit (%) 19.79%Net Annualised Return (%) 48.15%

    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

    8230 Tynecastle Dr Atlanta Ga 30350. Annualised Return of45+%

    This recently foreclosed 5 bedroom ,4.5 bathroom, two car lockup garage Atlanta single family home, originally built in 1971, is a pure diamond in

    the rough. It represents a terrific opportunity for an active investor to achieve significant returns in a very short space of time.

    Requiring some refurbishment work after settlement, the property offers a rare opportunity for an active investor to acquire the property at a

    signifcant discount below comparable sales . Taking into acccount all refurbishment costs, advice and transaction fees, you could easily be looking

    at an annualised return of 45%+ based on the properties anticipated end value and comparable sales .

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    Total Initial Investment Calculation

    Acquisition Price $55,000Refurbishment costs $10,000

    Insurance due diligence cost $750

    Property Inspection Cost $350

    UGC Advocacy Fee $3,850

    Mortgage Closing Costs $0

    Attorney Closing Costs $750

    Property Letting Fee $1,600

    Total Initial Investment - (A) $72,300

    Free Cash Flow Calculation Example:

    Monthly Gross Rent: $1,500

    Annual Gross Rent - (B) $18,000

    Annual Gross Rental Return - (B) / (A) 24.90%

    Less Operating Costs

    Annual Property Insurance: $1,500

    Property Management Fee 10.00% $1,800

    Annual Maintenance Provision 5.00% $900

    Annual Vacancy Provision (Weeks) 4 $1,385

    Less UGC Annual Advice Fee $550

    Annual Property Taxes: $1,196

    Annual HOA Fees: $0

    Total Annual Operating Costs - (C) $7,331

    Annual Net Free Cash Flow - (D ) = (B) - (C) $10,669

    Annual Net Free Cash Flow Yield - (D) / (A) 14.76%

    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

    4650 Rambling Rd, Marietta, GA 30144.

    This 4 bedroom ,2 bathroom, single famliy home,originally built in 1971 is the ideal postive cash flow investment for yield seeking investors.

    Convert this property into a duplex and supercharge your income returns. Requiring an estimated $10,000 in duplex conversion costs after

    settlement, this property should easly rent on a gross rental yield in excess of 24% and a net cash flow yield after all operating expenses close to

    15% per annum.

    This property provides an amazing opportunity for Australian investors to invest in a postive cash flow investment where the property pays you

    handsomely to own it. Based on current rental estimates, and without factoring in capital growth, this investment would pay for itself well within

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    Total Initial Investment Calculation

    Acquisition Price $45,000Refurbishment costs $11,000

    Insurance due diligence cost $750

    Property Inspection Cost $350

    UGC Advocacy Fee $3,850

    Mortgage Closing Costs $0

    Attorney Closing Costs $750

    Property Letting Fee $1,200

    Total Initial Investment - (A) $62,900

    Free Cash Flow Calculation Example:

    Monthly Gross Rent: $1,200

    Annual Gross Rent - (B) $14,400

    Annual Gross Rental Return - (B) / (A) 22.89%

    Less Operating Costs

    Annual Property Insurance: $750

    Property Management Fee 10.00% $1,440

    Annual Maintenance Provision 5.00% $720

    Annual Vacancy Provision (Weeks) 4 $1,108

    Less UGC Annual Advice Fee $550

    Annual Property Taxes: $3,333

    Annual HOA Fees: $0

    Total Annual Operating Costs - (C) $7,901

    Annual Net Free Cash Flow - (D ) = (B) - (C) $6,499

    Annual Net Free Cash Flow Yield - (D) / (A) 10.33%

    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

    26 Clinton Street, Tully, NY 13159. Free Cash Flow Net Rental Yield of 10.0%+

    This 3 bedroom, 2 bathroom home built in 1890 is the ideal positive cash flow investment for yield seeking investors. Requiring an estimated

    $11,000 in refurbishment costs after settlement, this property should easily rent on a gross rental yield exceeding 20% and a net cash flow yield,

    after operting expenses, above 10% per annum. Compare that to your sub 5% gross yields available in Australia.

    This property provides an amazing opportunity for Australian investors to invest in a positive cash flow investment where the property pays you

    to own it. Based on current rental estimates, without factoring any rental growth, this investment should pay for itself within 10 years without a

    single additional dollar of your own disposable income being required.

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    Total Initial Investment Calculation

    Acquisition Price $177,500Refurbishment costs $500

    Insurance due diligence cost $750

    Property Inspection Cost $350

    UGC Advocacy Fee $3,850

    Mortgage Closing Costs $0

    Attorney Closing Costs $750

    Property Letting Fee $1,600

    Total Initial Investment - (A) $185,300

    Free Cash Flow Calculation Example:

    Monthly Gross Rent: $1,600

    Annual Gross Rent - (B) $19,200

    Annual Gross Rental Return - (B) / (A) 10.36%

    Less Operating Costs

    Annual Property Insurance: $1,000

    Property Management Fee 8.00% $1,536

    Annual Maintenance Provision 2.50% $480

    Annual Vacancy Provision (Weeks) 4 $1,477

    Less UGC Annual Advice Fee $550

    Annual Property Taxes: $1,956

    Annual HOA Fees: $0

    Total Annual Operating Costs - (C) $6,999

    Annual Net Free Cash Flow - (D ) = (B) - (C) $12,201

    Annual Net Free Cash Flow Yield - (D) / (A) 6.58%

    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

    3618 Bancroft Main NW, Kennesaw, GA 30144. Blue chip net rental yield of 6.5%+

    This no fuss property has already been refurbished and totally updated and is ready to rent from day one. Containing 4 bedrooms, 2 full

    bathrooms and a powder room with toilet, this double story traditional Georgian style home located in the blue chip Legacy Park estate,

    provides an opportunity for a conservative investor to take advantage of the value available in the Atlanta residential housing market following

    the US residential housing crash.

    Built in 1999, 3618 Bancroft Main NW is well situated within the boundary of one of Atlanta's most sought after school districts. Given the US

    school system makes it compulsory for children to only attend public schools within their homes school district, this ensures this property will

    always have a solid a dependable level of future demand from middle to upper middle income tennants and owner occupiers.

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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 $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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    GROSS YIELD ANALYSIS

    PURCHASE COSTS $

    Cost of property

    Property Price 615,000Provision for repairs / refurbishment 10,000

    SUB-TOTAL 625,000

    Purchase related costs

    Stamp Duty 23,165

    Portfolio Management Services Fee (inc GST) @ 3.30% 20,295

    Provision for legal disbursements * 1,500

    Building report (reimbursed to Portfolio) 600

    Pest inspection (reimbursed to Portfolio) -

    Depreciation schedule 500

    SUB-TOTAL 46,060

    TOTAL PURCHASE COST 671,060

    FINANCING COSTS

    Mortgage amount if geared at 80.0% 492,000$

    Mortgage (interest only) at 5.50% 27,060

    ent cap ta w t mortgage 180,560$Provision for financing costs * 1,500

    SUB-TOTAL 28,560

    RENTAL INCOME

    Anticipated weekly rent 600$

    Weeks rent paid 52

    Annual gross rental income 31,200

    GROSS ANNUAL RETURN on cost of property 4.99%

    ONGOING EXPENSES

    Mortgage interest 27,060

    Provision for running costs * 9,021

    SUB-TOTAL 36,081

    APPROXIMATE ANNUAL NET REVENUE 4,881-

    APPROXIMATE ANNUAL WEEKLY REVENUE 94-

    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

    3/43 Moruben Road, Mosman NSW

    Located on the Balmoral slopes this traditional style apartment is only five minutes stroll from Balmoral Beach, its restaurants and cafes.

    Featuring a sun drenched North facing balcony, there are magnificent views over Balmoral and Middle Harbour. There are two spacious bedrooms

    with an open plan kitchen and dining/living area. The apartment has a quiet location at the rear of the building & there is also a secure lock-up

    garage on title. This is a fantastic opportunity to purchase an affordable apartment in one of Mosmans most desirable locations.

    For Australian investors looking for a growth investment opportunity, this blue chip investment in a blue chip Sydney surburb has all the qualities.

    http://img.agentaccount.com/71aa83bd7cb3995e516346b5bb8f70b912b4edbhttp://img.agentaccount.com/4ec2e1b411de01884b6ab862b58377d3064ae33http://img.agentaccount.com/79ea8082c6bc49ec8936dc8f8f0f1aed4879b52
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    Where do you want to be?

    United Global Capital Pty Ltd, Level 39, 385 Bourke Street, Melbourne VIC Australia 3000 Corporate Authorised representave (416388) of Avestra Capital Pty Ltd (AFSL 292464)

    Phone: 61 3 8459 2121 | Fax: 61 3 8459 2102 | Website: www.ugc.net.au | Email: [email protected]

    GLOBAL PROPERTY

    PROFILES