HOLD Tips
    HOLD·1 min read
    HIGHEST IMPACT30 MIN+MARK'S PRIORITY

    How much cash buffer should you keep for an investment property?

    Keep the property through difficult periods.

    Best for: Any owner without a property-specific cash buffer

    Ask ten people how much buffer to hold and you'll get ten different universal numbers. None of them are about your property. The right buffer comes from this property's actual outgoings and its realistic vacancy and repair risk.

    Why this matters

    The buffer is what turns a bad quarter into an inconvenience instead of a forced sale. A buffer sized to someone else's property — or to a round number — gives false comfort in both directions.

    What to check

    • Monthly mortgage repayment
    • Council rates and water
    • Insurance premiums
    • Body corporate levies, if applicable
    • A realistic annual maintenance allowance for the property's age
    • Vacancy risk in your market — how many weeks could a re-let take?
    • One unexpected repairA hot water system or similar: what would it cost tomorrow?

    Who can help

    Property manager

    Realistic vacancy periods and re-letting costs in your market.

    TAKE ACTION · WORKSHEET

    15 minutes with your statements

    View buffer worksheet

    Build the number from the property's own costs.

    WHAT YOU'LL NEED

    • Loan statement
    • Rates, insurance and body corporate notices
    • Last year's maintenance spend
    Buffer worksheet: 1. Add up one month of everything: mortgage + rates + insurance + body corporate + management fees + average maintenance. 2. Multiply by the number of months of vacancy you want to be able to absorb (many owners use 2-3). 3. Add the cost of one significant unexpected repair (e.g. hot water system replacement). The total is this property's buffer target — not a universal number, yours.

    USE AI TO HELP

    Use AI to build a property-specific buffer from your actual costs instead of a generic number.

    Best prompt for this issue

    Using the ownership costs I provide, help me calculate a property-specific holding buffer. Include mortgage, rates, insurance, body corporate, management, maintenance and realistic vacancy risk. Show the assumptions rather than giving me one generic number.

    Quick modes

    WHAT TO PROVIDE

    • monthly mortgage repayment
    • rates, water, insurance, body corporate
    • management fees
    • last year's maintenance spend
    • typical vacancy period in your market

    ASK AI TO GIVE YOU

    • a short summary of the situation
    • the main issue
    • missing information
    • risks to investigate
    • questions to ask
    • the next three actions

    Privacy: do not paste passwords, tax file numbers, bank account details or other sensitive personal information into an AI tool. If a document contains personal details it doesn't need, redact them before uploading.

    What happens next

    Compare the target against what you actually hold. If there's a gap, decide how to close it over time — and revisit the number whenever rates, rent or the property's condition change.

    Important considerations

    • This is general information, not personal financial or legal advice. Confirm specifics with your own adviser before acting.

    THE HOLD QUESTION

    Is your buffer a number you calculated, or a number you hoped?

    NOT SURE WHAT TO ASK AI?

    Ask a Better Property Question

    Most people don't need more AI — they need to ask AI better questions. Type your question (or skip it) and copy a prompt that makes any AI tool ask you the right things first.

    I am trying to understand this property issue. Before answering, identify any important information that is missing. Ask me only the questions that materially affect the answer. Once I respond, explain the issue in plain English, separate facts from assumptions, identify the main risks and give me the next three actions. Flag anything that should be confirmed with a qualified professional.

    Privacy: do not paste passwords, tax file numbers, bank account details or other sensitive personal information into an AI tool. If a document contains personal details it doesn't need, redact them before uploading. This is a way to prepare — not financial, tax or legal advice.

    Not sure what else to review?

    Run the Annual HOLD Check

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