Real Estate Investor Magazine South Africa November 2013 | Page 64

STRATEGIES
I basically had to build a 4-dimensional model,
as there are four variables which are all changing
and which influence each other directly.

I built two models to make the right decisions:
1. Probability Calculator
a. This gives the answers to the first 3 variables
2. Global Property System (GPS)
a. This takes the information from the
Probability Calculator and integrates it with
the property fundamentals and shows us
where the best places are to invest globally.

The four variables are:
1. The four scenarios for the global economy
from Clem.
a. Basically where to invest, based on the
scenarios and the probabilities.
2. What asset class to invest in globally, based
on Clem?
a. Basically what to invest in, based on the
scenarios and the probabilities.
3. The three scenarios for South Africa from
Clem?
a. Whether to invest locally or offshore based
on the South African scenarios and the
probabilities.
4. Based on the fundamentals of property,
where to invest?

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