Real commercial deals. Real data. Real outcomes.
Every case study here is a real client, a real number, and the actual reasoning behind the call. No hypotheticals, no hotspot-report guesswork.
From a Rushed Resi Purchase to a 5.5% Net Yield
The Situation
A mortgage broker referred me a client running out of runway. Their SMSF had weeks left before it wound up, and they were about to buy a residential property inside the fund on a $500k budget, mostly because the clock was forcing the decision, not because the numbers actually stacked up.
What I Did
I told them to slow down before they overpaid on something rushed. I ran a straight comparison, residential versus commercial, inside their actual budget and timeframe, factoring in where each market was heading. The data pointed somewhere they hadn't considered. I walked them through it in plain English, no jargon, so they understood exactly what they were deciding and why.
The Outcome
They pivoted from a residential purchase to an industrial unit. Settled in about a month, inside the SMSF deadline that started the whole thing.
More case studies coming soon. Every new one follows this same structure, the situation, what I did, the outcome, the numbers, and what the client actually said.
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