Question
Sharmas' portfolio of property investments after the acquisition of the Brisbane CBD property looks like this: Properties and property securities Value($ millions) Annual returns CBD,
Sharmas' portfolio of property investments after the acquisition of the Brisbane CBD property looks like this:
Properties and property securities
Value($ millions)
Annual returns
CBD, Melbourne
$2.00
10.00%
CBS, Perth
$3.00
7.00%
CBD, Brisbane
$1.50
13.00%
Retail, NSW
$10.00
15.00%
And the Industry benchmark is as follows:
Category
Weight
Annual returns
Melbourne offices
8.0%
13.00%
Perth offices
9.0%
10.00%
Brisbane offices
7.0%
15.00%
Offices
20.0%
16.00%
NSW Retail
12.0%
14.00%
Retail
25.0%
17.50%
Office/retail aggregate
90.0%
Required
(i)brielfy explain the performance of the family's investment portfolio
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Financial Management Principles and Applications
Authors: Sheridan Titman, Arthur J. Keown, John H. Martin
13th edition
134417216, 978-0134417509, 013441750X, 978-0134417219
