In this CPD session, Dan Grantham explores residential property as an investment class, emphasizing its dual return potential (capital growth and rental income), tax advantages, and long-term inflation resilience. While acknowledging its challenges—such as illiquidity, high entry costs, and management complexity—Dan outlines practical metrics like clearance rates, days on market, and yields to monitor trends. He provides detailed due diligence frameworks for financial advisers, including how to assess contracts, strata and pest reports, and zoning risks. The session reinforces the need for independent verification and professional guidance to protect clients’ interests and align purchases with long-term wealth strategies.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Tax (Financial) Advice