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Before
Michael, based in Sydney, purchased his first property through another buyer’s agent before joining InvestorKit in 2020. At the time, he worked in the automotive industry, buying and selling vehicles, and had ambitions of building wealth through property.
Although he began his real estate journey in his late 20’s, he never had full time employment until he was 25 due to personal struggles with mental health. Which is inspiring for someone to get into real estate investing and turn it all around after having many tough years behind him.
At the time of writing this Michael is single, however, one day he hopes to start a family and what he has learned in life is that a large share of disagreements in relationships is to do with financial struggles. A motivator for his future is to be in abundance through a strong financial position so that when he does settle down in his own time, it never becomes an area of disagree
Recognising that his long-term goals required expert guidance and strategic decision-making, Michael sought out InvestorKit to help him expand his portfolio ,as without a clear strategy or team around him, his progress was slow and uncertain.
During our journey together, Michael transitioned from an employee to being self employed and understood the importance of building wealth alongside his business rather than relying on his business to do everything for him.
He knew that to scale effectively, he needed to trust experts who could reduce analysis paralysis and guide him toward smarter, faster decisions. A Data driven approach was of importance to him, rather than one by opinion, hype or simplified focus on the long term of investing.
The Process
From the outset, Michael demonstrated two key principles that propelled his success:
- Building a Team Around Him: Michael understood the importance of surrounding himself with experts. He trusted InvestorKit to provide a clear roadmap for his portfolio growth, leveraging data-driven strategies to ensure every purchase aligned with his goals.
- Investing Without Hesitation: Despite external challenges like the pandemic, border closures, global uncertainty, and rising interest rates, Michael consistently invested whenever he could. His commitment to action over hesitation enabled him to move forward while others waited on the sidelines.
Michael’s journey with InvestorKit began with foundational residential properties in major cities. Over time, he diversified into momentum properties in major regional centers and transitioned into commercial investments as his portfolio and financial position matured.
Our strategy included properties across five states, ensuring his portfolio was balanced, resilient, and primed for growth.
Additionally, as Michael’s earnings increased through his successful transition to running a wholesale and retail automotive business, he remained disciplined with his finances.
Rather than letting money sit idle in his bank account, he channeled his profits into high-growth assets, demonstrating a proactive and strategic approach to wealth building.
The Importance of Due Diligence
One of the cornerstones of Michael’s success was his commitment to thorough due diligence. From the beginning, he recognised that building a team of experts was essential to getting due diligence right. Michael understood that if he had taken this journey on his own, the time required for proper due diligence would have been immense, and the risk of getting it wrong could have stopped his portfolio much earlier than its current scale.
Every property selected by InvestorKit underwent rigorous due diligence across three key levels following the same 20 step process:
- Property-Level Analysis: Each asset was carefully assessed to ensure it aligned with Michael’s goals and met high-growth, high-yield criteria.
- Portfolio-Level Alignment: We ensured that every acquisition added diversity and momentum to his portfolio, balancing risk and reward while optimizing market timing.
- Pricing-Level Validation: Every property was purchased at the right price, ensuring Michael avoided overpaying and maximized returns from the outset.
By relying on a team that prioritized these three layers of due diligence, Michael was able to scale his portfolio faster, safer, and more efficiently than he could have on his own.
The Result
Today, Michael’s portfolio consists of:
- 11 properties: 7 residential and 4 commercial.
- Portfolio value: $12.865 million.
- Diversification: Properties spread across 5 states, ensuring resilience and reduced risk.
Michael followed our strategy with precision, making data-driven investments and diversifying his portfolio across high-growth and foundational markets. By combining his business acumen with financial discipline, he achieved a level of success that most investors aspire to.
Conclusion
Michael’s story exemplifies the power of strategic investing and trusting the right experts.
By focusing on growth through timing the market, acting when he could vs guessing whether he should or not, maintaining financial discipline, and leveraging expert guidance, he built an 8-figure portfolio in just a few years.
His journey highlights the effectiveness of InvestorKit’s frameworks and the importance of consistent, calculated action.
Michael is now set up for life with a portfolio that will continue to grow and support his financial future whilst he continues to grow his successful business.