CHARLES ALEXANDER REAL ESTATE
INVESTMENT INFORMATION MEMORANDUM: RENT ROLL ACQUISITION INVESTMENT OPPORTUNITY
Business Name Charles Alexander Real Estate ABN 81651155074
Year Established 2020 Website www.charlesalexander.com.au
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Confidentiality Agreement
Disclosure Restrictions
By accepting a copy of this memorandum, the recipient agrees that it shall not contact or discuss the contents of this memorandum with any officer, employee, supplier, customer, licensor, franchisee, or associate of Charles Alexander Real Estate without the prior consent of John Alexander
Terms of Agreement
This Memorandum and further information that may be supplied on the terms set out above and, on the terms, contained in a confidentiality agreement entered into by the recipient, the terms of which incorporate the above conditions and which contain restrictions on the use of the information, its disclosure, and the conduct of the recipient subsequent to the recipient.
Acknowledgment
The recipient acknowledges the foregoing, and it is hereby agreed that the terms of the confidentiality agreement are incorporated into and form part of these conditions
Important Notice
The information contained in this information memorandum and any other verbal or written information given in respect of Charles Alexander Real Estate ("Information") is provided to the recipient ("you") on the following conditions. The listing consultant, Matthew Holland nor Allbiz Deal Room (ABN 56 630 339 150) or any of its officers, employees, or consultants ("we, us") make no representation, warranty, or guarantee that the information, whether or not in writing, is complete, accurate, or balanced. Some information has been obtained from third parties and has not been independently verified. Accordingly, no warranty, representation, or undertaking, whether express or implied, is made, and no responsibility is accepted by us as to the accuracy of any part of this or any further information supplied by or on our behalf, whether orally or in writing.
Investment Considerations
All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only. The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment. You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice. This includes as to whether any listing price is inclusive or exclusive of GST.
Valuation and Responsibility
We are not valuers and make no comment as to the value of the business or property. "Sold/leased" designations show only that stock is "currently not available," not that the business or property is contracted or settled. If you require a valuation, we recommend that you obtain advice from a registered valuer. This memorandum does not and will not form part of agreement for the business or property. The only information, representations, and warranties upon which you will be entitled to rely will be as expressly set out in the term sheet. Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property.
Liability and Authorisation
We will not be liable to you (to the full extent permitted by law) for any liabilities, costs, or expenses incurred in connection with the information, whether the loss or damage arises in connection with any negligence, default, or lack of care on our part. No person is authorised to give information other than the information in this document and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us. To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect.
Purpose of Document
Alex Vaglivielloin the capacity of theLicenseeandDirector of Charles Alexander Real Estate ABN 81651155074has decided to seek investors for the business Charles Alexander Real Estate and has requested that Allbiz Deal Room Pty Ltd (ABN 56 630 339 150) serve as the process's communication medium. This confidential information memorandum ("Memorandum") has been prepared for selected parties with a preliminary understanding of the business of Charles Alexander Real Estate and to assist the recipient of the memorandum ("Recipient") in making their own independent appraisal of Charles Alexander Real Estate before making any investment. The memorandum does not purport to be complete or contain all of the information that a prospective investor may require. No representation or warranty is made (or will be made in any investment agreement) as to the accuracy, reliability, or completeness of any information contained in this memorandum for Charles Alexander Real Estate , or the directors or shareholders of Charles Alexander Real Estate , the consultant Matthew Holland, or Allbiz Deal Room (ABN 56 630 339 150).
Confidentiality Requirements
The Recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this Memorandum, whether in whole or in part, without the prior written consent of Charles Alexander Real Estate . Further, the recipient of this memorandum will keep permanently confidential all information contained herein that is not already public and will use this memorandum only for assessing Charles Alexander Real Estate . On request, the recipient will promptly return all material received from the Charles Alexander Real Estate , the directors, and Allbiz Deal Room, including this memorandum, without retaining copies.
Projections and Currency
All projections in this memorandum have been prepared by Charles Alexander Real Estate ,or their accountants for inclusion in this memorandum. Any past or projected profit assumptions are examples only; they do not constitute, and should not be regarded as, a representation that the projected results will actually be achieved or that the underlying assumptions are valid or can be met under new management. The projections are subject to uncertainties and contingencies, all of which are difficult to predict and many of which are beyond the control of Charles Alexander Real Estate . Allbiz Deal Room and the consultant, Matthew Holland have not independently verified the projections. All currency amounts are expressed in Australian dollars unless otherwise stated.
Contact Protocol
All inquiries in connection with this investment process in general should be directed to the listing owner, who is representing themselves in the transaction. All contact between the directors and employees of Charles Alexander Real Estate and prospective investors will be arranged by the seller named in this document. Under no circumstances should prospective investors/investors contact staff or employees of Charles Alexander Real Estate .
Conditions of Issue Acceptance and Return
1
Independent Evaluation
This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned.
2
No Representations or Warranties
This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Charles Alexander Real Estate , intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document.
3
Liability Exclusion
Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the "Beneficiaries"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries.
4
Estimates and Projections
Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence).
5
Independent Review
The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations.
6
Non-Binding Nature
The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions.
7
Formal Agreement
This Memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective Any agreement for the investment in the company will contain any and all information, representations, and warranties upon which the recipient or any other intending investor should rely.
8
Right to Reject
The formal investment agreement or term sheet will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself.
9
Appropriateness and Expert Advice
The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company.
10
Final Consideration
The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts.
A MESSAGE FROM THE FOUNDER
Charles Alexander Real Estate represents a bold vision to transform the Australian property landscape by combining traditional real estate services with innovative network marketing strategies.
A MESSAGE FROM THE FOUNDER
Dear Valued Investor,
Thank you for considering this opportunity to partner with Charles Alexander Real Estate.
Charles Alexander Real Estate is poised to revolutionise the property sector by introducing an innovative hybrid network marketing-based sales model. Unlike conventional real estate agencies that rely solely on in-house agents, our model leverages a vast network of independent part-time affiliates. These affiliates will identify and introduce leads for residential and commercial property sales, as well as property management services. In return, they will be compensated by participating in a multi-tiered commission remuneration structure.
Disruptive Business Model
Our approach challenges the traditional real estate paradigm by scaling lead generation through a decentralised network of affiliates operating as independent business owners. These individuals will drive lead acquisition, allowing the agency to focus on securing listings, negotiating sales, and expanding its property management portfolio.
Our proposed business model coupled with the rent-roll acquisition strategy we're presenting offers wholesale investors a unique opportunity to participate in the stable, recession-resistant segment ofreal estate with fixed returns paid quarterly.With Australian rent rolls traditionally valued at 3-3.5times their annual income stream, this investment offers excellent security backed by tangible assets.
Join Our Vision
I invite you to join us as we redefine the real estate landscape across Australia's key markets, starting with Perth and rapidly expanding to Melbourne, Sydney, Brisbane, and Adelaide. Together, we can build something extraordinary that delivers exceptional value to both clients and investors.
Sincerely,
Alessandro Vagliviello
Founder & CEO
Charles Alexander Real Estate
EXECUTIVE SUMMARY
Investment Opportunity
Charles Alexander Real Estate seeks wholesale investors for a targeted rent roll acquisition strategy offering fixed quarterly returns over 3 or 5 year terms, backed by stable property management income valued at 3-3.5 times annual revenue.
Growth Potential
Our hybrid business model combines traditional real estate services with innovative network marketing to create a scalable, profitable enterprise across Australia's major markets.
Investment Security
Rent rolls provide stable, recession-resistant income streams with established market valuations, offering investors both security and predictable returns.
EXECUTIVE SUMMARY
Investment Opportunity
Charles Alexander Real Estate (CARE) presents a compelling investment opportunity focussed on acquiring an established rent roll with an approximate 3.2 times multiple of income stream, targeting a 30% return for investors. This investment offering is specifically tailored for wholesale investors who can choose between 3-year or 5-year investment terms with fixed returns paid quarterly.
Revenue Projections
Our revenue projections demonstrate strong financial performance: Year 1 anticipates $6.5M revenue with $2.66M net profit (41.0% margin and 53.3% ROI). The investment strategy begins with an immediate Perth acquisition of a $1 million annual fee rent roll, providing stable cash flow to fund our expansion.
Business Model & Expansion
Our hybrid business model blends traditional real estate agency operations with innovative network marketing strategies. This approach will enable rapid expansion into Melbourne and Sydney within six months, followed by Brisbane and Adelaide within nine months.
Market Opportunity
The Australian real estate market, valued at over $9 trillion, represents a substantial opportunity. In 2024, Australia recorded more than 723,312 property sales across five mainland states with an aggregate value of $714.7 billion, generating between $14.29-$17.86 billion in commissions.
HISTORY AND KEY BUSINESS MILESTONES
Vision Development
Charles Alexander Real Estate is an ambitious startup leveraging a proven hybrid business model to rapidly expand across Australia's major property markets.
Foundation Building
Established in 2020 with a comprehensive business plan based on 36 years of industry experience.
Strategy Formulation
Development of innovative hybrid model combining traditional agency services with network marketing.
Launch Preparation
Finalising acquisition strategy and expansion plans for nationwide growth.
HISTORY AND KEY BUSINESS MILESTONES
Phase 1: Initial Setup & Perth Market Launch (Months 1-3)
  • Acquisition of an established Perth-based real estate agency with a $1 million annual rent roll
  • Complete rebranding of the acquired agency to Charles Alexander Real Estate
  • Implementation of technology platforms and CRM systems
  • Establishment of the Perth office as the company headquarters
  • Beginning of affiliate recruitment and training programs
Phase 2: Melbourne & Sydney Expansion (Months 4-6)
  • Market research and location setup in Melbourne and Sydney
  • Expansion of the affiliate network into these key metropolitan markets
  • Implementation of targeted digital marketing campaigns
  • Launch of property listings and increased visibility in these markets
Phase 3: Brisbane & Adelaide Expansion (Months 7-9)
  • Further development of the national brand through comprehensive marketing
  • Establishment of operations in Brisbane and Adelaide
  • Continued scaling of the affiliate network across all markets
Phase 4: Consolidation & Optimisation (Months 10-12)
  • Integration of all regional operations under a cohesive national system
  • Refinement of affiliate programs and commission structures
  • Optimisation of operational efficiencies across all markets
Charles Alexander Real Estate is a dynamic startup founded by Alessandro Vagliviello, seasoned entrepreneur with over 36 years of financial services and real estate industry experience.The vision to disrupt the traditional real estate agency model by combining conventional agency services with innovative network marketing strategies was first conceived in 2020.
While Charles Alexander Real Estate is still in its early stages of growth, it has developed a comprehensive business plan and growth strategy that leverages the founder's extensive experience in real estate, business development, and capital raising. The company has been meticulously planned to capitalise on the evolving real estate landscape and shifting consumer and agent preferences.
TYPICAL CUSTOMERS
Home Buyers & Sellers
Middle to high-income individuals and families aged 30-60 seeking transparent, efficient property transactions
Property Investors
Individual investors, business owners, and professionals seeking reliable, long-term real estate investments
Real Estate Affiliates
Individuals seeking flexible, high-reward income opportunities in the real estate sector
Charles Alexander Real Estate serves three distinct customer segments: home-buyers and sellers seeking transparent service, property investors seeking stable returns, and aspiring real estate professionals seeking flexible opportunities.
TYPICAL CUSTOMERS
Home Buyers & Sellers (Primary Market)
Our primary customers include middle to high-income individuals and families aged 30-60 who are looking to buy or sell residential properties. These customers typically face significant challenges in the traditional real estate market, including:
  • Lack of transparency in the buying/selling process
  • Difficulty finding qualified and trustworthy agents
  • Frustration with the time-consuming nature of property transactions
  • Concerns about achieving fair market value for their properties
Our solution provides these customers with a transparent, streamlined experience through dedicated agents who guide them through every step of the process. Our digital-first approach offers virtual property tours, online consultations, and real-time updates that make the entire process more efficient and less stressful.
Property Investors (Secondary Market)
Our second key customer segment consists of individual investors, business owners, professionals, and retirees seeking reliable, long-term investments in real estate. These customers typically struggle with:
  • Difficulty finding high-yield, low-maintenance investment properties
  • Concerns about market volatility and efficient property management
  • Lack of comprehensive advisory services that consider their overall investment goals
Charles Alexander Real Estate addresses these challenges by offering tailored investment advice based on specific financial goals, access to high-potential investment properties, and comprehensive property management services. Our full-service approach ensures properties are well-maintained and returns are maximised, providing investors with peace of mind and consistent passive income.
Real Estate Affiliates & Agents (Tertiary Market)
Our third customer segment includes individuals looking for flexible, high-reward income opportunities in the real estate sector. These potential affiliates include:
  • Individuals seeking supplementary income through part-time work
  • Professionals considering a career change into real estate
  • Entrepreneurs looking to build scalable businesses without significant upfront investment
Our network marketing model offers these customers a low-cost, low-risk entry into real estate with commissions paid for sales and referrals. We provide comprehensive training, mentorship, and digital tools to help them succeed, allowing affiliates to scale their efforts based on individual goals and availability.
MEET THE TEAM
Experienced Leadership
Our executive team brings decades of combined experience in real estate operations, financial management, and business development.
Industry Expertise
With specialists in property management, sales, marketing, and finance, we have the expertise to execute our ambitious growth strategy.
Innovative Thinking
Our leadership combines traditional real estate knowledge with forward-thinking approaches to create a truly disruptive business model.
Client-Focused
Every team member is committed to delivering exceptional value to both clients and investors through transparent, professional service.
MEET THE FOUNDER
Alessandro Vagliviello - CEO & Founder
Alessandro brings over 36 years of hands-on experience in the commercial sector to his role as CEO and founder of Charles Alexander Real Estate. His extensive background spans property management, sales, investment advisory, and business development. Throughout his career, Alessandro has successfully led ventures that combined traditional real estate services with innovative network marketing strategies, demonstrating his ability to merge conventional approaches with cutting-edge business models.
Alessandro's expertise extends to capital raising, public offerings, and strategic acquisitions, making him uniquely qualified to lead the company's ambitious expansion plans. His deep understanding of the Australian real estate market, particularly in key regional markets like Perth, Melbourne, Sydney, Brisbane, and Adelaide, positions him to effectively target growth opportunities across the country.
MEET THE ADVISORS
Andrew Goldthorpe- Network Marketing Consultant
Andrew oversees Network Marketing Recruitment,Education and Remuneration bringing significant experience indirect marketing with a focus on high-value recruitment and opportunities in developing centres of influence. His successful track record in growing hierarchy's,managing sales teams, developing training programs, and driving revenue growth makes him an ideal leader for the company's Network Marketing operations.
Andrew's expertise spans both traditional sales and network marketing strategies, ensuring all sales channels are optimised for maximum performance.His deep understanding of customer behaviour and effective strategies for converting leads into sales will be instrumental in achieving the company's ambitious recruitment targets.
Graeme Vovodich - Chief Financial Officer (CFO)
Carlton Partner Company
As Chief Financial Officer, Graeme brings expertise in financial management within the real estate sector, specialising in budgeting,forecasting, and financial planning. His experience in managing cash flow, capital raising, and investor relations is essential for the company's growth strategy.
Graeme's expertise in structuring public offerings and managing large investment portfolios ensures the company's financial strategies align with its ambitious growth objectives. His strong focus on profitability, ROI, and financial risk management ensures the company's expansion is financially sustainable and secure.
Digital Marketing Agency – To Be Advised
Charles Alexander Real Estate intends to engage a professional digital marketing agency to design, manage, and optimise its digital campaigns upon commencement of operations. These campaigns will be integral to building brand recognition, attracting home sellers and buyers, and recruiting referral partners as part of the company’s hybrid real estate and network marketing model. The digital strategy will focus on multi-channel outreach, including social media platforms such as Facebook, Instagram, LinkedIn, and YouTube, as well as targeted Google Ads and email marketing funnels to drive lead generation and engagement.
The Director of Charles Alexander Real Estate has conducted preliminary discussions with several leading digital marketing firms in Perth, Western Australia, with experience in high-growth campaigns and performance-driven outcomes. A final appointment will be made once operational activities commence, ensuring alignment between marketing strategy and business goals.
Strategic Partnership Underway
Enhancing Asset Valuation & Transaction Capabilities
Charles Alexander Real Estate is in advanced formative discussions to establish a strategic partnership with a leading Perth-based consultancy firm that specialises in rent roll valuations, real estate brokering, and advisory services across Australia and Oceania. This firm is uniquely positioned as the only full-service broker in the region offering integrated solutions across residential, commercial, and strata sectors.
For investors accessing Charles Alexander Real Estate through private online investment platforms, this pending partnership represents a significant enhancement to the company’s asset management and acquisition strategy. The consultancy's core expertise lies in translating complex data into clear, market-aligned valuations — ensuring that real estate assets are priced and transacted in a way that recognises and preserves long-term value.
Their methodology goes beyond standard metrics; they assess the intangible value created through years of portfolio development and turn it into quantifiable returns. This allows Charles Alexander Real Estate to pursue high-quality acquisition opportunities and manage its rent roll portfolio with greater precision, transparency, and investor confidence.
The integration of this specialist advisory service will strengthen the firm’s position as a scalable, data-informed investment platform, capable of delivering reliable returns through strategic acquisitions and the optimisation of real estate assets nationally.
SWOT ANALYSIS
Charles Alexander Real Estate combines traditional expertise with innovative networking strategies in a market hungry for disruption, though facing competition from established players and dependent on successful affiliate recruitment.
SWOT ANALYSIS
STRENGTHS
  • Hybrid business model blending traditional real estate with network marketing
  • Immediate revenue stability through established rent roll acquisition
  • Leadership team with extensive industry experience
  • Comprehensive digital approach reducing operational costs
  • Full-service model spanning residential sales, property management, and investment advisory
WEAKNESSES
  • Startup operation facing brand recognition challenges
  • High dependency on successful affiliate recruitment and retention
  • Substantial initial capital investment requirements
  • Complex operational structure spanning multiple regions
OPPORTUNITIES
  • Australian real estate market valued at over $9 trillion
  • Expanding urban population driving consistent demand
  • Growing interest in property investment due to stock market volatility
  • Gig economy growth creating ready market of potential affiliates
  • Technological advancements enabling more efficient operations
THREATS
  • Established competitors with strong brand recognition
  • Potential economic downturns affecting transaction volumes
  • Regulatory changes in real estate licensing or commission structures
  • Resistance from traditional real estate professionals
  • Uncertain market acceptance of the hybrid model
OUR PRODUCTS OR SERVICES

Comprehensive Real Estate Solutions
Integrated services spanning the entire property life-cycle
Traditional Real Estate Services
Property sales, marketing, and transaction management
Property Investment Advisory
Personalised investment plans and portfolio management
Property Management Services
Comprehensive rental property oversight and maintenance
Network Marketing Opportunity
Flexible income opportunities for affiliates
OUR PRODUCTS OR SERVICES
Traditional Real Estate Services
Our core offering includes comprehensive property sales and leasing services for residential and commercial properties. Leveraging our team's extensive experience and local market knowledge, we provide:
  • Professional property valuations based on detailed market analysis
  • Strategic marketing campaigns tailored to each property's unique features
  • High-quality photography, videography, and virtual tours that showcase properties at their best
  • Skilled negotiation to achieve optimal outcomes for buyers and sellers
  • Streamlined transaction management from listing to settlement
  • Transparent communication throughout the process via our digital platform
Property Investment Advisory
Beyond standard real estate transactions, we offer specialised investment advisory services that help investors build and manage profitable property portfolios. This service includes:
  • Personalised investment plans aligned with clients' financial goals and risk tolerance
  • In-depth market analysis identifying high-growth areas and investment opportunities
  • Access to exclusive off-market deals and high-potential investment properties
  • Strategic advice on portfolio diversification and optimisation
  • Detailed financial projections and return-on-investment analysis
  • Guidance on tax-efficient investment structures and strategies
Property Management Services
Our property management service provides a comprehensive solution for investment property owners, including:
  • Tenant screening, selection, and onboarding
  • Rent collection and financial reporting
  • Regular property inspections and maintenance coordination
  • Compliance management for all relevant regulations
  • 24/7 support for tenants and property owners
  • Detailed financial reporting and portfolio analysis
Network Marketing Opportunity
Our innovative network marketing program offers individuals a low-cost entry into the real estate industry with significant income potential. This opportunity includes:
  • Commission-based earnings for property referrals and sales
  • Comprehensive training and ongoing mentorship
  • Digital tools for lead management and client communication
  • Flexible working arrangements suitable for both part-time and full-time participants
  • Clear progression paths for career development
  • Community support from fellow affiliates and professional staff
COMPETITOR ANALYSIS
Traditional Industry Leaders
Established players with brand recognition but high overheads and outdated business models
The Agency (ASX: AU1)
Publicly listed competitor with national presence but lacking comprehensive network marketing model
EXP Realty
Cloud-based brokerage with revenue-sharing but lacking rent roll stability
Upside Realty
Fixed-fee disruptor with technology focus but lacking rent roll revenue
UrbanX
White-label platform for agents with limited scalability compared to our approach
COMPETITOR ANALYSIS
Charles Alexander Real Estate faces competition from traditional agencies, tech-driven platforms, and fixed-fee models, but differentiates through its unique hybrid model combining rent roll stability with affiliate marketing scalability. Our approach addresses the limitations present in each competitor type, creating a uniquely resilient and growth-oriented business model poised to disrupt the Australian real estate market.
ROADMAP AND GROWTH OPPORTUNITIES
5
Major Markets
Perth, Melbourne, Sydney, Brisbane, Adelaide
12
Month Timeline
For national expansion across Australia
4
Strategic Phases
Methodical expansion approach
$9T
Market Value
Total Australian real estate market
Charles Alexander Real Estate's structured expansion plan targets Australia's five major markets through a methodical four-phase strategy beginning with Perth acquisition and culminating in a national presence.
ROADMAP AND GROWTH OPPORTUNITIES
Phase 1: Initial Setup & Perth Market Launch (Months 1-3)
The foundation of our growth strategy is the acquisition of an established Perth-based real estate agency with a $1 million annual rent roll. This strategic acquisition provides immediate cash flow, existing operational infrastructure, and established client relationships. During this phase, we will complete the rebranding, implement technology platforms, begin affiliate recruitment, establish the Perth headquarters, and develop marketing materials.
Phase 2: Melbourne & Sydney Expansion (Months 4-6)
Leveraging the cash flow from our Perth operations, we will rapidly expand into Australia's two largest property markets. We'll conduct market research, secure office locations, recruit management teams, expand our affiliate network, implement localised marketing strategies, and launch property listings to build brand awareness. These markets represent approximately 60% of Australia's property transaction value.
Phase 3: Brisbane & Adelaide Expansion (Months 7-9)
Building on the momentum from our eastern states expansion, we will extend our presence to Brisbane and Adelaide. We'll develop a comprehensive national brand campaign, establish offices and operational teams, further scale our affiliate network, implement integrated systems, develop localised marketing campaigns, and centralise key functions while maintaining local market expertise.
Phase 4: Optimisation & Scalability (Months 10-12 and Beyond)
With our national infrastructure established, we will focus on optimising operations and maximising profitability. We'll refine affiliate programs and commission structures, enhance technology platforms, develop specialised training programs, implement performance analytics, explore complementary service offerings, and identify acquisition opportunities to accelerate rent roll growth.
Growth Opportunities Beyond Year One
Several significant growth opportunities extend beyond our initial expansion, including continued rent roll acquisitions, digital service enhancements, specialised market segments, complementary financial services, and expansion to secondary markets such as Canberra, Hobart, and regional growth centres.
USE OF CAPITAL
The investment will primarily fund the acquisition of an established real estate agency with a $1 million annual fee rent roll, providing immediate cash flow while supporting nationwide expansion.
USE OF CAPITAL
Acquisition of Existing Real Estate Agency (60% of Capital)
The cornerstone of our strategy is the purchase of an established Perth-based agency with a $1 million annual fee rent roll. This acquisition provides multiple strategic advantages:
  • Immediate Revenue Stream: The rent roll generates stable, predictable monthly income from day one, creating positive cash flow that supports operations and expansion.
  • Established Client Base: The agency comes with existing relationships with property owners and tenants, providing a foundation for business growth and cross-selling opportunities.
  • Operational Infrastructure: We gain an established operational framework including staff, office space, systems, and administrative processes, eliminating the startup phase that typically delays profitability.
  • Brand Recognition: While we'll rebrand to Charles Alexander Real Estate, the existing agency's market presence accelerates local awareness and credibility.
  • Hybrid Model Synergy: The rent roll serves as the perfect base for our network marketing approach, with property management generating steady income while we build our affiliate network.
Marketing Initiatives (10% of Capital)
To drive brand awareness, attract property buyers/sellers, and recruit affiliates across Australia, we will invest in comprehensive marketing initiatives:
  • Digital marketing campaigns across social media, search engines, and content platforms
  • Affiliate recruitment campaigns targeting real estate professionals and entrepreneurial individuals
  • Development of training materials, webinars, and recruitment tools
  • Brand development and market positioning strategies
Personnel Recruitment and Training (8% of Capital)
Building a skilled team is essential to execute our growth strategy:
  • Recruitment of key management positions for Melbourne, Sydney, Brisbane, and Adelaide
  • Hiring administrative and operational staff for each location
  • Developing and implementing training programmes for affiliates and agents
  • Onboarding expenses and initial compensation packages
INVESTMENT PROCESS
The directors of Charles Alexander Real Estate will manage the investment process, including all negotiations, offers, and inspections. Steps in the Investment Process
1
Expression of Interest Submission
The investment process begins with submitting your Expression of Interest (EOI) through our project page portal. This initial step requires:
  • Detailed outline of proposed investment terms and conditions
  • Specific requirements or requests related to the investment
  • Supporting documentation that strengthens your expression of interest
  • Clear statement of intended investment amount and structure
Note: All expressions of interest at this stage are non-binding and serve as a foundation for further discussion.
2
Draft Term Sheet Development
Upon acceptance of your EOI, we will prepare a comprehensive draft term sheet that outlines:
  • Proposed investment structure and deliverables
  • Detailed timeline for investment completion
  • Payment terms and schedule Key performance indicators and milestones
  • Rights and obligations of all parties
  • Governance arrangements and reporting requirements
Both parties will have the opportunity to review and negotiate the terms before proceeding to the next stage. This collaborative approach ensures alignment of interests and expectations.
3
Due Diligence Process
A thorough due diligence process is essential to protect your interests and verify all aspects of the investment opportunity. This stage includes:
Financial Review
  • Analysis of historical financial statements
  • Review of financial projections and assumptions
  • Assessment of cash flow and working capital requirements
  • Evaluation of existing debt and liabilities
Legal and Regulatory Review
  • Verification of corporate documentation
  • Review of existing contracts and agreements
  • Assessment of regulatory compliance
  • Examination of intellectual property rights
Operational Assessment
  • Review of business model and operations
  • Analysis of market position and competition
  • Assessment of management team capabilities
  • Evaluation of growth potential and risks
Reputation and Track Record
Background checks on key stakeholders Review of past performance and track record Assessment of industry reputation Analysis of customer and supplier relationships
4
Final Agreement Execution
The final agreement serves as the legally binding document governing the investment relationship. This agreement will:
  • Incorporate all negotiated terms and conditions
  • Detail the rights and obligations of all parties
  • Specify dispute resolution procedures
  • Include all necessary warranties and representations
  • Outline reporting and communication requirements
  • Specify conditions precedent to completion
All parties should seek independent legal advice before executing the final agreement.
5
Investment Completion
The final stage involves the secure transfer of investment funds:
Fund Transfer Process
  1. Obtain final clearance from legal and accounting advisers
  1. Prepare necessary documentation for fund transfer
  1. Initiate transfer through approved financial institution
  1. Transfer funds to designated solicitor's trust account or as agreed
Important Considerations
  • Ensure compliance with anti-money laundering regulations
  • Maintain clear documentation of the transfer process
  • Obtain written confirmation of fund receipt
  • Verify that all conditions precedent have been satisfied
Post-Investment Steps
  • Confirm receipt of share certificates or investment documentation
  • Establish ongoing reporting and communication channels
  • Implement agreed governance arrangements
  • Schedule initial post-investment review meeting
This investment process has been designed to protect the interests of all parties whilst ensuring a smooth and efficient transaction. Each step includes appropriate safeguards and verification procedures to minimise risk and maximise the potential for successful outcomes.
CONTACT DETAILS AND THANKS
Thank You
We appreciate your interest in Charles Alexander Real Estate's rent roll acquisition investment opportunity and welcome further discussion about becoming a part of our growth story.
Next Steps
Contact us to arrange a personal consultation to explore how this opportunity aligns with your investment objectives and to answer any questions you may have about our unique business model and growth strategy.
Investment Details
This investment offering is available exclusively to wholesale investors as defined under Australian financial regulations. Investors can choose between 3-year and 5-year investment terms, with fixed returns paid quarterly.
CONTACT DETAILS AND THANKS
Thank you for considering this investment opportunity with Charles Alexander Real Estate. We believe our rent roll acquisition strategy offers wholesale investors an excellent combination of fixed returns, security, and participation in Australia's dynamic real estate sector.
For further information, please contact:
Alessandro Vagliviello
Founder & CEO
Charles Alexander Real Estate
Phone: +61 417 932 962
Email: alexv@charlesalexander.com.au
Business Details:
Charles Alexander Real Estate
ABN: 81 651 155 074
Website: www.charlesalexander.com.au
Established: 2020
Head Office: Perth, Western Australia 6160
We welcome the opportunity to discuss this investment proposal in greater detail and can provide additional information regarding:
  • Detailed financial projections and cash flow analysis
  • Specific terms of the investment agreement
  • Due diligence documentation on target acquisition properties
  • Comprehensive business plan and expansion timeline
  • Background information on key management personnel
We invite you to arrange a personal consultation to explore how this opportunity aligns with your investment objectives and to answer any questions you may have about Charles Alexander Real Estate's unique business model and growth strategy.
Thank you for your interest in becoming part of our journey to transform the Australian real estate landscape through our innovative hybrid model.
This Information Memorandum does not constitute a financial product offering and is provided for informational purposes only. Potential investors should seek independent financial advice before making any investment decisions.