Excellent
The Oaks, Unit 14B
Potchefstroom, North West
Current valueR1,250,000
Monthly rentalR9,800
Net yield9.4%
EquityR640,000
Purchase price
R980,000
Purchase date
Aug 2021
Current value
R1,250,000
Bond balance
R610,000
Equity
R640,000
Capital growth
+27.6%
Monthly rental
R9,800
Rates & taxes
R1,180
Levies
R1,450
Maintenance YTD
R4,200
Net monthly income
R6,170
Tenant since
Feb 2024
Advisor note

This unit has outperformed the rest of the portfolio on yield for six consecutive quarters. No action needed — hold and continue annual escalation at lease renewal.

Rental agent: Potch Letting Co.

Income & Expenses — last 6 months

MonthRental incomeRates & leviesMaintenanceNet income
Jan 2026R9,800R2,630R0R7,170
Feb 2026R9,800R2,630R0R7,170
Mar 2026R9,800R2,630R1,200R5,970
Apr 2026R9,800R2,630R0R7,170
May 2026R9,800R2,630R3,000R4,170
Jun 2026R9,800R2,630R0R7,170

Bond Payment Tracking

MonthPaymentCapitalInterestBalance
Apr 2026R8,450R3,150R5,300R616,400
May 2026R8,450R3,150R5,300R613,250
Jun 2026R8,450R3,180R5,270R610,070
PDF
Sale Agreement
Signed 12 Aug 2021 · 14 pages
PDF
Lease Agreement
Current tenant · Feb 2024 – Feb 2027
PDF
Municipal Rates Statement
Jun 2026
PDF
Compliance Certificate
Electrical · Valid until Mar 2028
PDF
Valuation Report
Independent valuation · May 2026
DateJobContractorCostStatus
03 Mar 2026Geyser replacementPotch Plumbing ServicesR1,200Done
18 May 2026Roof gutter repairNW Roofing Co.R3,000Done
20 Jun 2026Garden service quoteGreenScape MaintenancePendingPending

In the full platform build, each job will include contractor quotes and before/after photos attached by your rental agent.