Investment Checklist – Views & Opinions Plz

Hi all,

After searching , scouring and reading through heaps of ‘Checklists’ from across the web (and forums) Iv’e compiled the below.

In a nutshell – it’s a basic guide on a few key things to look at when assessing a suburb.

More of an ‘intro’ than a ‘definitive’ but perhaps, once finished, something to add to the research arsenal of those just starting out.

A B.G. to Assessing an Area

DEMOGRAPHICS
– Population: Growth/Decline, Who’s coming and Going
– Levels: Unemployment, Crime, Income
– Makeup: Age & Family Size
– Good/Bad/Average part of focus area
– Owners vs Occupiers

VALUES & OCCUPANCY
– Focus Suburb vs Surrouding Suburbs
– Yields: of Focused property type
– Yields: across property types (Comm, Indus, Retail, Resi)
– Vacany: across above property types
– Past Capital Growth/Decline

WHAT’S AVAILABLE
– Lifestyle: Cafe strip & Shops
– Family: Creche, Schools
– Medical Services
– Outdoors: parks, sporting facilities
– Asthetic Water: lakes, rivers, ocean,
– Blue Chip businesses

TRANSPORT
– Modes: Trains, Trams, Bus
– Access: Stops, Stations, Main Streets and connections
– Time: to CBD & Beach

LAND
– Size of types
– Availability
– Future Releases
– Land Locked: Y/N

COUNCIL
– Zoning
– Future: developments, land releases, plans
– Restrictions: demo, eco, density

THEMATICS (my addition to the checklist)
– Using ‘theme’s” to help determine future demand

i.e. Ageing Popultion – tree change, sea change, closeness to
med. centres, parks, bowling facilities.

Petrol Price – Public transport availability, proximity, types

Commodity Cycle – What’s in demand, where can you dig it

Ok – it’s big and can be reduced and maybe of no use at all to some people. Analysis Paralysis – I’m aware it shouldn’t get to that.

Alot of the info will relatre more/less dependant on personal goals and objectives (cashflow, growth, units vs H&L) which I do realise.

The next step, once I’ve find tuned, is to add next to each category places to go and people to speak to in gathering the info – something not one checklist I’ve found does.

But firstly – please feel free to judge, express and opinion, cast a view or delete/add. [biggrin]