Investment Advisory — HNW Real Estate | KORKAIIDEA
SERVICE 01 · STRATEGIC
Investment Advisory.
Before we show you a single unit, we define the portfolio you are trying to build — then stress-test it against twelve market scenarios. No property is discussed until the thesis is written.
WHAT WE DO
Portfolio design before property selection.
We spend the first two to three weeks mapping your complete wealth picture — liquidity needs, currency exposure, tax residency, family context, 10-year goals. Thai real estate is one instrument in a larger portfolio. Our job is to make sure it fits.
WHAT’S INCLUDED
Every investor receives:
- Wealth mapping sessions — risk tolerance, liquidity runway, tax residency review
- Written investment thesis — 3–5 page document stating currency stance, cycle assumption, target cohort, disqualifiers
- Target portfolio construction — allocation model by asset type, location, and hold horizon
- Monte Carlo stress-test — 12 scenarios covering rates, FX, supply shocks, regulation changes
- Quarterly thesis review — markets move; so does the model
- Direct line to your lead advisor — not a generalist account manager
EXAMPLE ENGAGEMENT
A tech founder, ฿80M liquid, 20-year horizon.
Thesis: Bangkok core (60%) + Phuket resort anchor (20%) + 20% cash reserve. Re-allocated at year three when rates peaked. Five-year blended IRR: 7.2%. Market benchmark: 4.1%. Zero forced sales during 2023 shock.
DISCUSS YOUR THESIS
Before you buy property, write the thesis.
A 45-minute private consultation walks through your portfolio goals and how Thai real estate fits — or does not fit.
฿10M+ deployable capital · Team replies within 24h