Our philosophy
Conventional wisdom teaches us that property performance is all about location, location, location; this is held as the guiding principle and tenet of property investment. Belfre believe slightly differently; although location is an important driver, the key factors which drive exceptional performance are timing, trends and a continuous income flow.
Those who tend to deliver the highest returns in their peer group can anticipate how and when emergent and fading trends impact on real estate markets, so correctly invest ahead of the curve and sell to their counterparts close to the peak. The outperformers see the wider market picture, buying from and selling to those that focus on the minutiae of the asset. They judge where an asset sits in the context of its wider physical environment, and know when to chart a path for alternative use exploration.
They know how and when to engage with their occupiers. They embrace the importance of income as the crucial piece in the performance jigsaw. Over the past 35 years, over 80% of investment performance (income return plus capital growth) has been generated by income, the balance from capital growth (source BNPPRE Research). Some investors often overlook income to concentrate on “growth areas” but sometimes the answer is already there!
“It is not necessary to do extraordinary things to get extraordinary results”
– Warren Buffett
