Investment Analysis
RISE ASCOT ASCOT - MEDIAN PRICE GROWTH
HOUSEHOLD INCOME
Source: RPdata
Source: RPdata
$1350,000 $1215,000
25% $1080,000
25% 25%
$945,000
20%
20% 20%
$810,000
15%$675,000
15% 15%
$540,000
10%
10% 10%
$405,000
5%$270,000
5% 5%
$135,000
0%
$0
0-15K 2005 15-30K 31-52K 52-78K 2006 2007 2008 2009 2010 AscotAscot
78-130K 2011 2012
130-180K 2013 2014
180K+
Brisbane Council Brisbane City City Council
0% 0%
0-15K 0-15K
15-30K 15-30K
31-52K 31-52K
52-78K 78-130K 130-180K 180K+ 52-78K 78-130K 130-180K 180K+
Ascot Ascot
Brisbane City Council Brisbane City Council
INVESTMENT INFORMATION Suburb
Ascot
Total exclusive area from
92m2 – 168m2
HOUSEHOLD STRUCTURE
Pricing range
$395,000 - $660,000
Source: RPdata
4%
S
Couples with Children
SUBURB INFORMATION
9%
Median Unit Sale Price
$441,500 (RPdata)
Lone Households
Population
5,729 (RPdata)
Group Households
5 Year population growth
7% (RPdata)
Other
Number of ‘Renters’ in Ascot
42% (RPdata)
Single Parents
Average Unit Weekly Rental Amount
$435/pw (RPdata)
Gross Rental Yield Unit
4.6% (realestate.com.au)
Average Capital Unit Growth
14.4%
Median Age
38 (Census)
Average people Per Household
2.3 (Census)
Median Weekly Household Income
$1,706 (Census)
RENTAL APPRAISAL - RISE (ASCOT)
O
7%
Childless Couples
G
37%
C
25%
HOUSEHOLD OCCUPANCY
Property
Ray White
Pure Rentals
Average
Unit 1
$420/pw
$430/pw
$425/pw
Unit 2
$420/pw
$430/pw
$425/pw
Unit 3
$420/pw
$430/pw
$425/pw
Unit 4
$420/pw
$430/pw
$425/pw
Unit 5
$420/pw
$430/pw
$425/pw
Unit 6
$420/pw
$430/pw
$425/pw
Unit 7
$560/pw
$610/pw
$585/pw
Unit 8
$560/pw
$620/pw
$590/pw
Unit 9
$560/pw
$620/pw
$590/pw
L
18%
Source: RPdata 3%
Other Renting
Purchaser Owns Outright
27%
42%
Owns Outright Purchaser
Other 28%
Renting
C
Investment Analysis
RISE ASCOT DEPRECIATION SCHEDULE Assumptions
2 Bedrooms
2 Bedrooms
3 Bedrooms
3 Bedrooms
Description
2 bed + 1 bath U4 (1st Floor)
2 bed + 1 bath U5 (1st Floor)
3 bed + 2 bath U7 (New)
3 bed + 2 bath U8 (New)
$395,000
$430,000
$655,000
$680,000
Purchase Price Rent per Week
$425
$425
$585
$590
Yield
5.6%
5.1%
4.6%
4.5%
Interest Rate
4.5%
4.5%
4.5%
4.5%
Amount Borrowed
80%
80%
80%
80%
Depreciable items
$3,308
$3,308
$5,617
$5,617
Depreciation Rate
13%
13%
13%
13%
Building Depreciation
$439
$439
$9,051
$9,051
Tax Rate
30.0%
30.0%
30.0%
30.0%
$22,100
$22,100
$30,420
$30,680
Financials (annual): Rental Income Less Expenses Management Fees (8% of rental)
$1,768
$1,768
$2,434
$2,454
Body Corporate (inc building ins.)
$1,786
$1,816
$1,966
$2,026
Council Rates
$1,056
$1,056
$1,056
$1,056
Water Rates
$1,160
$1,160
$1,160
$1,160
Interest
$14,220
$15,480
$23,580
$24,480
$500
$500
$500
$500
Expense Total
$20,490
$21,780
$30,696
$31,676
Taxable Profit/Loss (Cash Shortfall)
$1,610
$320
-$276
-$996
Taxable Income
$1,610
$320
-$276
-$996
Depreciable items
-$430
-$430
-$730
-$730
Building Depreciation
-$439
-$439
-$9,051
-$9,051
Net "Loss" for Taxation
$741
-$549
-$10,057
-$10,778
Tax Refund
-$222
$165
$3,017
$3,233
Repairs & Maintenance
Tax Return:
Cash Flow: Taxable Profit/Loss (Cash Shortfall)
$1,610
$320
-$276
-$996
Tax Refund
-$222
$165
$3,017
$3,233
Annual Cash Flow/Shortfall
$1,388
$485
$2,741
$2,237
Weekly Cash Flow/Shortfall
$27
$9
$53
$43
2.1%
2.1%
2.1%
2.1%
$8,295
$9,030
$13,755
$14,280
4.3%
4.3%
4.3%
4.3%
$16,985
$18,490
$28,165
$29,240
CAPITAL APPRECIATION Annual Growth: 5 Year - Capital Growth (API) Based on last 5 years 10 Year - Capital Growth (API) Based on last 10 years
Note: Your Style Homes does not take any responsibility for advice given in this brochure and the information included is for estimation purposes only. Any purchaser should seek their own legal and financial advice before making any decision about purchasing this product.