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From Off-The-Plan Mistakes to a $7M portfolio artwork

Podcast episode

From Off-The-Plan Mistakes to a $7M portfolio

The Property Nerds

With Arjun Paliwal & Jack Fouracre

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Now: We've Never Seen Any of the Houses We Bought. We Still Trusted You.

About this episode

Their first two properties went nowhere. Off-the-plan apartments bought on family advice that produced zero growth and years of frustration. Fast forward to today. Dr Rex Kwan and Melissa Tsui hold a $7M+ portfolio across multiple states with over $2M in equity. They built all of it without visiting a single property. They'd never even met Arjun in person until this recording.


In this episode, Arjun Paliwal (CEO of InvestorKit) sits down with Rex and Mel to walk through the full journey. How they went from losing money on their first purchases to rent vesting deliberately, investing in towns Mel had never heard of, and building a portfolio that means they never have to worry about retirement again.


Chapters:


0:00, We've Never Seen Any of the Houses We Bought. We Still Trusted You.

2:45, $7M Portfolio, $2M in Equity. How Does That Feel?

5:51, What Inspired Rex to Start Investing

7:13, The Off-the-Plan Mistake: Family Advice That Didn't Work

10:02, Mel's Inspiration and Her Own Off-the-Plan Loss

12:02, Why a Doctor and a Lawyer Still Need a Team

14:43, The Dream Maker: How the Portfolio Was Built

16:20, Investing in Towns She Thought Were Made Up

19:18, The Most Surprising Part of the Portfolio

21:27, Rent Vesting: The Hack That Made Everything Possible

25:15, Mel's Top Advice: Start Young and Get Educated

28:13, Rex's Top Advice: Time in the Market and the Right Team

32:47, The Checklist: Borrowing, Cash, Cash Flow, Buffer, Plan


InvestorKit - Back To Back "REB Buyers Agency Of The Year 2023, 2024, 2026"

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If you're scaling a portfolio and want the right structure before your next purchase, the team at Fouracre Financial can walk you through it: ⁠⁠⁠fouracrefinancial.com.au⁠⁠⁠


HOW WE CAN HELP YOU:

By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. ⁠⁠https://www.investorkit.com.au⁠⁠


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Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions.

Chapters

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