When it comes to property investing, most people jump straight into browsing suburbs or scrolling through listings. But the real starting point? Creating a clear investment strategy and turning that into a practical investment brief.
In today’s episode, Pete and Amy break down exactly how to do that – so you can stop wasting time on properties that don’t align with your goals, and start building a portfolio with purpose.
What we cover in this episode:
- Strategy vs. brief – the big-picture plan vs. the specifics for your next purchase.
- How to decide between capital growth vs. cashflow (and why it’s rarely one without the other).
- The role of exit strategies, diversification, and correct loan structuring.
- Why it’s critical to align your investments with your lifestyle and long-term goals.
- Setting your brief parameters:
- Budget (capacity vs. comfort level)
- Cashflow requirements (yield vs. growth, stress testing, P&I vs interest only)
- Investment style (set-and-forget vs. value-add opportunities)
- Budget (capacity vs. comfort level)
- Example of a clear brief: what it looks like in practice.
- How to avoid analysis paralysis when you’ve got a flexible budget or too many choices.
- Choosing locations strategically: state, suburb, and micro-market research.
- Key non-negotiables and “bonuses” to include in your final brief – from quiet streets and off-street parking to north-facing blocks and future value-add potential.
Why this matters:
Your investment brief acts as a filter. It protects you from distraction, FOMO, and shiny objects. Most importantly, it keeps every property decision aligned with your long-term wealth-building strategy.
By the end of this episode, you’ll know exactly how to build your own property investment brief – and how to use it as a roadmap for smarter, more strategic buying.
