The Oaks, Unit 14B has delivered a 9.4% net yield for six consecutive quarters — the strongest performer in the portfolio.
Northgate Residences' rental has grown 14% since acquisition, ahead of the area's average escalation rate.
Overall portfolio value is up 8.2% year-to-date, tracking ahead of the regional residential index.
Heritage Square, Unit 22 has been vacant for 18 days. Re-letting at current market rate would add an estimated R7,800/month.
Stonebridge Mews, Unit 9 yield has softened to 8.2% over the past two quarters — worth a rent review at next renewal.
Cedar Court, Unit 11's electrical compliance certificate expires in 47 days and will need renewal before the lease rolls over.
Northgate Residences has built up R660,000 in equity — a refinance could unlock capital for your next acquisition.
Current bond rates and your portfolio's loan-to-value ratio support acquiring a property in the R1.0m–R1.3m range.
Year-end is approaching — a tax planning review could optimise deductions across rental income and bond interest.
Strategic Recommendations
The Oaks, Unit 14B
Top-performing unit. No action needed — continue annual escalation at lease renewal.
Northgate Residences
R660,000 in equity available. A refinance could fund your next acquisition without a fresh deposit.
Stonebridge Mews, Unit 9
Softening yield and ageing finishes. Worth comparing hold-vs-sell returns at your next review.
Heritage Square, Unit 22
Strong long-term capital growth (+11.3%). Priority is re-letting quickly to restore cash flow.
Next Property
Portfolio cash flow and equity support an acquisition in the R1.0m–R1.3m range within the next two quarters.
Year-End Review
Schedule a session to review deductions on rental income, bond interest, and maintenance spend.