“We have a full stack development team ... create scenarios of when you want to sell, when you don't want to sell.”

Personal Finance with Ravi Sharma | Australian Finance & Property Podcast · Use Equity To Grow Your Property Portfolio Faster!

Play from 8:08
8:08

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Provide clients with a portfolio planning software that models cash-flow, equity extraction and growth scenarios

Said nearby on the same subject

“‘the population growth of, let's call it, 3 million people plus over the next decade… I would put my planning around this very much most likely scenario.’”
MY
Michael Yardney
Demographics Decoded - Unveiling the trends shaping your future ·
How they work 3 million Share this moment
“Klarman may be looking at 37% AWS growth… discounted cash flow model… stock nearly 39% undervalued”
♫
Said on New Money
Why it worked 20% increase, now 16% of portfolio Share this moment
“Our inflation-sensitive asset class, which we have about 20% of our portfolio in right now, is there to provide offsets to what we expect to be happening in our equity market.”
OT
Ontario Teachers
Capital Allocators - Inside the Institutional Investment Industry ·
Why it worked 20% Share this moment
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
♫
Said on The SME Stream
Why it worked 80% equities, 20% debt Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.