You are an investment advisor working in ABC financial advisory Pty Ltd. The majority of the clients
Question:
You are an investment advisor working in ABC financial advisory Pty Ltd. The majority of the clients in your company is high net wealth individuals.
Billy is one of the clients of your company and he seeks your advice on his investment portfolio. He is very keen in the property market, and plans to invest 5 million dollars. He wants you and your team to do the analysis based on the available market data and write him a detail business report. In the report, you should discuss the property market outlook in the medium term, the pros and cons from the impact of covid-19, risk analysis and suggestions on the composition of his real estate portfolio.
Any data used in the report must come from a reliable source and make it clear whether it is a sample (e.g. Survey) or population before you apply any statistical methods.
Make sure you have discussed the following questions and evaluate your answers in your business report.
Describe how Covid-19 affects the real estate market.
Discuss key factors that might affect the property demand in the next 3-5 years from your perspective.
Foundations Of Financial Management
ISBN: 9781259265921
11th Canadian Edition
Authors: Stanley Block, Geoffrey Hirt, Bartley Danielsen, Doug Short, Michael Perretta