using real estate investar and xero to build and manage your property portfolio
TRANSCRIPT
Real Estate Investar
Helping you
build and manage
your property portfolio
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• Property investor focused technology company founded 2006.
• We help simplify Real Estate Investment.
• We help property investors make the most of their investment portfolios.
• 110,000 investors subscribe to our news and market reports.
Real Estate Investar
In partnership with…
We help investors
build and manage
their property portfolios
3 Things
250k
Investors
1 Property
2-4 Properties
5+ Properties
• Pays shortfall for
5 years+.
• Eventually sells
and pays down
personal debt.
• No retirement
income.
• Strategy &
numbers.
• Self funding
portfolio.
• $100-$250k+
passive income in
retirement.
• Has high income
or buys every few
years.
• Freehold in
retirement.
• Min. retirement
income.
Source: Census
3 levels of property investment
250k
Investors
1 Property
180,000
73%
2-4 Properties
65,285
25%
5+ Properties
4,050
1.7%
• Pays shortfall for
5 years+.
• Eventually sells
and pays down
personal debt.
• No retirement
income.
• Strategy &
numbers.
• Self funding
portfolio.
• End up freehold
• $100-$250k+
passive income in
retirement.
• Has high income
or buys every few
years.
• Freehold in
retirement.
• Min. retirement
income.
Source: Census
What level are you aiming for?
• Owns 5.54 properties,
• At an average value of
$335,120 each,
• And a total portfolio value
of $1.85m.
The average Real Estate Investar Member…
Real Estate Investar’s tools
Portfolio Builder
Portfolio Manager
Portfolio Builder
Portfolio Manager
Membership options to match your needs
Portfolio Manager Membership
Managing, tracking and
accounting
From $49 p.m.
Portfolio Builder Membership
Searching, researching, buying,
managing, tracking and accounting
From $99 p.m.
Get started with a 21-day free trial
GRA Clients save up to 68% on membership
Maximise audio quality
• Please ensure your speakers are on, volume is up and not on mute.
• You can test your audio in the control panel of theGo To Meeting software, under audio preferences.
• If you can’t hear us yet, please ensure your speakers are on and turned up.
• TURN OFF: Outlook, Skype, online back-ups and any music orvideo downloads.
• Faster internet = better quality audio.
Lets get started
• We provide our members with
unlimited access to our Suburb
Reports
• Updated monthly; they help you
identify the locations to target
and to avoid.
• Helps you find a starting point; as
your own neighborhood, whilst
tempting, is rarely the best place
to invest.
Where to start, can be the hardest part
How we can use the suburb reports
1. Use gap analysis to identify suburbs where you can renovate to add 30%+ in value.
2. Identify suburbs that will sell up to 30% below value.
3. Find suburbs that could be about to rise rapidly in value.
4. Avoid areas that could plummet in value.
Pick suburbs that
are about to
rise rapidly in value
Capital growth follows rental growth
Ripple effect: check fast mover suburbs
Ripple effect: check long term trends
Avoid buying in areas that could
plummet in value
Lack of buyer demand
Getting started with minimal equity / cashflow
Entry level suburbs
High yielding cashflow suburbs
Search for investment property
• 120,000+ sales listings
from multiple New
Zealand property sites.
• 34 investment filters.
• Advanced data and
analytics.
• Watchlists, saved
searches and email
alerts.
• Analyse 2,700 suburbs.
• Globally unique.
Investar Search
Combine postcodes, suburbs, districts & regions
Search by suburb radius
Automatic strategy & key word selection
Members focus on 8 key strategies
1. Capital growth
2. Discount
3. Renovation
4. Positive cash flow
5. Vendor finance
6. Unit titling
7. Subdividing
8. Development
Extensive suburb metric filters
Love the numbers, not the property
Which property is the best investment?
Set up your analysis rules
Set up your loan & tax defaults
Set expenses as % or dollar value
Extensive property & suburb data
There are 100k to 130k sales listings, in Investar Search
every day
Discount 20%+ below median: 904 deals
High cashflow 8%+ gross yield: 565 deals
Reno’s 30% + below median: 405 deals
Poss. sub-division 800m2+ : 1,617 deals
Vendor Finance: 81deals
Access Australia too
Create your investment watchlists
Easy access to watchlist menu
Watchlist integrates with Analyser
Analyse investment financials
One click to analyse in full
Analyser opens and loads listing data
Estimate market value
Locate property
Estimate value
Review sold comparables
Property detail
Sales activity
Rental trends
Enter rent, purchase price & valuation
Advanced sales research
Search a radius around the property
Advanced mapping tools
Access ownership details
Advanced ownership filters
Mapping tools and photo libraries
Check advertising history
Unlimited nationwide valuation estimates available 24/7.
Don’t lose deals while you wait for valuations.
Negotiate with confidence.
Estimate the value of renovations and development opportunities.
It’s real, it’s live and you control it…
My Valuer and My Research with RPNZ
Back to analysing investment financials
We’ve now confirmed rent & value
1. Check mortgage & purchase costs
2. Check rent & expenses
3. Check depreciation & entity owner
4. Review investment forecast
Comprehensive 10-year analysis report
Long term performance graphs
Notes, documents and search data
Google Maps & Streetview integrated
• We’ve used our reports to target
particular areas for investment
• We’ve searched 100k to 130k
properties.
• We’ve narrowed our search based
on our specific criteria.
• We’ve analysed a property to
assess it’s fundamentals.
• We’ve valued and researched the
property to understand it’s market
value.
So what have we achieved thus far?
Add to your portfolio
Property added to my portfolio
Manage & review cashflow
Set up multiple entities
Set long term growth forecasts
10 year growth & equity forecasts
Your portfolio KPI dashboard
Automatic monthly value updates
Track property and suburb performance
• Manages;
– Entities
– Properties
– Owners
• You can track and review
any combination.
• Monitors property and
suburb growth.
• Integrates with Xero.
Portfolio Tracker
Automate your accounting
• Simplify accounting.
• Reduces accounting fees for users.
• Track your investment entity cashflow.
• Understand investment performance.
• Biggest reason investors fail: Poor
financial management;
• Monitor your bank balance daily.
• Collaborate online with your
accountant.
• Your financial accounts are
always ‘market ready’.
How Xero helps you
Connect with Xero
Portfolio Tracker - the Xero Add-on
Bank account
feedsXero
Portfolio Tracker
How does it work?
Access your financials from anywhere
➔ Windows PC
➔ Apple Mac
➔ iPhone
➔ iPad
➔ Android
➔ Blackberry
Xero Accounting – Bank Reconciliation
Reconcile the bank and digitise as you go
• Xero have bank level security.
• Your accountant will set up Xero for your portfolio.
• A non-GST cashbook is required for each entity or
organisation.
• You need to set up and activate bank feeds.
• We integrate it with Portfolio Tracker for you.
• Upgrade or add additional organisations for $20 p.m.
We help connect your portfolio with Xero
We can help you
build and manage
your property portfolio
Case Study: Discount & Renovation
• 137 Riselaw Rd, Dunedin
• On market for 1 year at $320k then
down to $275k
• 3 units on one title.
• Purchase: $230k
• 6 weeks to renovate
• Cont….
Profit $90,000 in 6 weeks “Once I found the property using
Real Estate Investar I contacted
the vendors directly, saw the
potential and quickly got into
negotiations.”
John Le Brun, Dunedin, NZ
Case Study: Discount & Renovation
• End value: $350k
• New equity: $90k
• New rent: $700 per week
• 12% yield
Profit $90,000 in 6 weeks “I use nothing else, Real Estate
Investar is the best, simple as
that”
John Le Brun, Dunedin, NZ
Case Study: Reno to create cashflow
• Christchurch, NZ;
• Purchase $280k
• Initial value $300k
• Reno $30k to convert garage to
a room and ensuite.
• New rent: $660 week
• Yield 12%
12% yield from dual income
“I used to spend hours checking
newspaper listings and other property
mags, but thanks to Real Estate
Investar, not anymore.”
Best regards, Aaron Dalt, CHC, NZ
Case Study: Discount deal
• Tamworth, NSW
• Listing price $175,000
• Rent $220 p.w
• Purchase price after $125,000
4 month negotiation
• Valuation 1 year later $200,000
Elaine Chase
VIC
Profit $75,000
Case Study: discount + cash flow
• Parramatta, NSW
• Listing price $375k
• Purchase $345k
• Valuation 6 mths later $450k
• Rent $480wk
• Yield 7.2%
“REI has helped improve our
quality of life. Our portfolio is
now cash flow positive, which
allowed my wife to extend her
unpaid maternity leave. REI has
been an excellent return on
investment.”
Timothy Cantrill, NSW
REI Member 22 months
Discount $105k
Case Study: Sub-division
• Balga, WA
• 728 sqm block
• Purchase: $365k
• Subdivision & stamp duty
costs: $44k
• Sold new back lot: $185k
• Front house value: $320k
• Profit after CGT: $90k
• Cont….
“Investar Search helped me find
the property, as the phrases
'subdivision' and ‘R40’ were in the
listing .”
Trent Fleskens WA
Case Study: Sub-division cont…
• “The biggest lesson I
learnt was, once you find
something, act…”
• “If it’s a good deal move
quickly, because someone
else will be thinking the
same thing as you.”
“Investar Search helped me
find the property, as
the phrases 'subdivision' and
‘R40’ were in the listing .”
Trent Fleskens
WA
$90k in equity created in 1 year
Case Study: Residential /commercial combo - $2.5m in equity + strata
• Crown Mill complex consisting of;
• 12 luxury apartments.
• 3 commercial spaces.
• Initial valuation $6m.
• $7.1m valuation strata titled.
• Purchased for $3.5m in 2010.“REI is fantastic my one and
only tool for all my real estate
needs. I can't recommend it
highly enough. Thank for
producing such a smart
invaluable & easy to use to tool.”
Best regards John Le Brun
Profit $2.5m + strata upside
Join Real Estate Investar today….
• Use the most advanced management tools in real estate.
• Dramatically increase your results and save hours every week.
• Build a profitable portfolio quickly and easily.
• Plan & succeed.
Get started now…
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Membership Types – 2 options
Period Price Saving
Casual $49 p.m. $20 p.m. (29%)
Portfolio Manager Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Period Price Saving
Casual $49 p.m. $20 p.m. (29%)
12 month contract $39 p.m. $240 p.a. (43%)
24 month contract $29 p.m. $480 p.a. (58%)
Portfolio Manager Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Membership Types – 2 options
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Period Price Saving
Casual $229 p.m. $20 p.m. (8%)
Portfolio Builder Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au/promo
Period Price Saving
Casual $229 p.m. $20 p.m. (8%)
12 month contract $129 p.m. $1,440 p.a. (48%)
24 month contract $79 p.m. $2,040 p.a. (68%)
Portfolio Builder Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Membership support for everyone
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Extra support bonus to get you started
All new members will receive up to 5 hours complimentary
1-on-1 training valued at $745.
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
And remember…
Immediate advantage over 99% of investors.
Membership is tax deductible.
Unlimited help and support.
First 21 days are free, with no obligation.
Bonus 1: 5 extra hours of 1-on-1 training valued at $745.
Bonus 2: Save up to 68% with 2-year options.
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Step 1 – choose membership type
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Step 2 – choose membership plan
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Step 3 – Add your credit card details
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
Why are credit card details
required?
No other property data
company gives free trials and
it’s a condition of RPNZ.
Your trial is valued at $174.
and incurs data costs for
REI.
First 21 days are free, with
no obligation.
You can self cancel your trial.
Get started now…
Get your first 21 days free at www.realestateinvestar.co.nz/gratrial
and save up to 68% on normal membership prices