Performance Property Advisory

What Performance Property Advisory does

Performance Property Advisory (PPA), trading through PPA Services Pty Ltd with intellectual property held by PPA IP Pty Ltd, is an Australian property investment advisory firm founded in 2013 and headquartered in Melbourne. The firm specializes in advising high-net-worth individuals, corporate entities, and family offices on building and managing diversified residential and commercial property portfolios valued between $5 million and $150 million. PPA operates five offices across major Australian capital cities (Melbourne HQ, Sydney, Brisbane, Adelaide, Perth) and delivers a unified suite of services organised across investment, commercial, residential, research, and funds divisions. Client targeting criteria specify household income of $250,000+, equity/net assets over $500,000, and a 15+ year investment horizon.

The firm's technology stack is built on HubSpot CRM for client and pipeline management, supplemented by a proprietary "Portfolio Pathway System" that structures the client journey, PDF-based case study materials, and a digital consultation booking interface. Its research division covers 35 macro research regions with monthly market updates, suburb rating changes, and live buy-sell-hold recommendations. Revenue is generated through four streams: consultancy/advisory fees, transaction fees on property acquisitions and sales, managed services for property funds, and vendor advocacy. Pricing is custom and negotiated per-client rather than publicly listed; contracts appear to run on multi-year cadences. Demand generation runs through corporate real estate partnerships with major Australian institutions (Commonwealth Bank, NAB, Bendigo and Adelaide Bank, Telstra, Transurban, ALIC), a referral partner program, events, content marketing, and face-to-face consultation at the firm's five offices.

The company reports having acquired, managed and sold over $3 billion in property across Australia, with seven documented case studies showing client portfolios grown from $0 to values between $4.4 million and $14 million over 5-17 year periods. PPA operates as an independent, privately held firm with no disclosed external investors, funding rounds, acquisitions, or parent company.

Name

Performance Property Advisory

Legal name

PPA Services Pty Ltd

Website

https://performanceproperty.com.au

Company type

Private

Founded year

2013

Operating status

Operating

Short description

Performance Property Advisory is an Australian property investment advisory firm serving high-net-worth individuals, corporate entities, and family offices with portfolio strategies across residential and commercial real estate valued $5m-$150m.

Ownership category

akta.pro rank

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Consultancy Services: Advisory fees calculated according to prevailing policy on fees and expenses, after consultation with the Client. Services include portfolio review, investment strategy, acquisition advisory, and ongoing portfolio management.
2. Property Acquisition Services: Full-service property acquisition support for residential and commercial properties including sourcing, negotiating, and acquiring diverse assets.
3. Property Funds Management: Management of residential and commercial property funds with fees for diversification and fund management services.
4. Vendor Advocacy and Transaction Management: Property sales services helping clients make right move through vendor advocacy.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Performance Property Advisory provides end-to-end property investment advisory and portfolio management services for Australian residential and commercial real estate. Its core offering spans Investment Strategy (roadmap and planning), Portfolio Management (ongoing monitoring with buy-sell-hold recommendations), Property Acquisitions (sourcing, negotiation, acquisition), Property Research (monthly market intelligence across 35 macro regions), Asset Management, Property Funds, Property Sales, Corporate Real Estate Services, and Property Finance. Services target private investors and corporate entities with portfolios valued between A$5 million and A$150 million.

Product overview

Performance Property Advisory is a property investment and portfolio management advisory firm offering a unified suite of services under interconnected divisions. The core offering spans Investment Strategy (strategic roadmap development), Portfolio Management (ongoing monitoring with buy-sell-hold recommendations), Property Acquisitions (full-service buying including sourcing and negotiation), and Property Research (monthly data-driven market intelligence). Additional divisions cover Asset Management, Property Funds (for diversification through managed funds), Property Sales (vendor advocacy), Corporate Real Estate Services, and Property Finance. The company specializes in serving private investors and corporate entities with portfolios valued between $5m and $150m.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Strategy Strategic property investment advisory service that provides clients with a roadmap and planning framework for building high-performing property portfolios, including location analysis and acquisition timing guidance.
• Portfolio Management Ongoing management and monitoring of client property portfolios to ensure consistent performance, including live buy-sell-hold recommendations as suburb ratings change.
• Property Acquisitions (Residential) Full-service residential property acquisition service including sourcing, negotiating, and acquiring diverse assets across Australian capital cities and regional locations.
• Commercial Property Acquisitions Full-service commercial property acquisition service including sourcing, negotiating, and acquiring diverse commercial assets across Australian markets.
• Property Research Monthly market updates and data analysis identifying prime property investments across capital cities and regional locations, covering 35 macro research regions with market runway assessments.
• Asset Management Comprehensive asset management services for property portfolios spanning portfolio assessment, investment strategy, development management, and leasing support.
• Commercial Asset Management Specialist asset management services tailored to commercial property portfolios, including ongoing performance monitoring and optimization.
• Property Funds (Funds Management) Management of residential and commercial property funds providing clients diversification through managed funds with associated fund management fees.
• Property Sales Property sales services helping clients make the right move through vendor advocacy and transaction management.
• Commercial Property Sales Bespoke commercial property sales services for vendors of commercial real estate assets.
• Corporate Real Estate Services Bespoke corporate real estate services for major Australian organisations including property seminars, strategy sessions, and annual portfolio reviews.
• Property Finance Property financing advisory services to support acquisition and portfolio funding for clients.

Quantifiable outcome

• Over $3 billion of property acquired, managed and sold in Australia
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Property for DoctorsminorStrategic or Co-development PartnerRelated entity providing property investment services tailored specifically for medical professionals. Located at same Melbourne headquarters. Extends the company's specialized advisory services to healthcare sector clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Hotspotting: Australian property research and advisory firm specializing in suburb-level market analysis and buy/hold recommendations for investors. Comparable research-led positioning to PPA's 35-region research division.
• Axiom Property Advisory: Australian property investment advisory providing research-driven strategy and acquisition services to private investors, similar to PPA's investment strategy and research divisions. Operates in the same HNW property investment niche.
• DDP Property: Australian property investment advisory firm offering buyer advocacy, research, and acquisition services for property investors. Comparable in target customer (HNW/self-directed investors) and advisory-led business model.
• Metropole Property Strategists: Australian property investment advisory firm specializing in long-term wealth creation strategies for individual investors, with similar service offerings including portfolio strategy, research, and acquisition support. Direct competitor to PPA in the HNW Australian property advisory niche.
• Positive Real Estate: Australian property investment advisory and buyer advocacy firm providing research and acquisition services to investors, with similar focus on data-driven suburb selection and long-term portfolio building.
• Ironfish: Australian property investment advisory firm with offices across major capitals, offering research-led strategy, acquisitions, and portfolio building services to investors. Highly comparable business model and target customer base to PPA.

Broad incumbents

• JLL Australia: Global real estate services firm offering investment sales, advisory, and asset management across Australia. Overlaps with PPA on commercial investment advisory and portfolio management for institutional and corporate clients.
• Knight Frank Australia: Global real estate advisory firm with significant Australian presence offering commercial and residential property services including investment advisory, sales, and asset management. Broader portfolio than PPA but overlaps in investment advisory and acquisition support for affluent clients.
• Sotheby's International Realty Australia: Luxury real estate brokerage with Australian operations serving HNW property buyers and sellers. Comparable on the high-end residential acquisition side but does not provide the long-horizon portfolio management and research-led advisory that defines PPA's offering.
• CBRE Australia: Global commercial real estate services firm with Australian operations covering investment properties, capital markets, valuation, and asset management. Larger and broader than PPA but overlaps on the commercial advisory and asset management service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PerformancePropertyAU
• LinkedInlinkedin.com/company/performance-property-advisory

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performance Property Advisory