Using Technology to Invest Successfully in 2016 AU

Using Technology to Invest Successfully in 2016

Using Real Estate Investar & Xero

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Using Technology to Invest Successfully in 2016

Using Real Estate Investar & Xero

We help investors

build and manage

their property portfolios

Real Estate Investar

• Property investor focused technology company founded 2006.

• We help simplify Real Estate Investment.

• We help property investors make the most of their investment portfolios.

• We have almost 3000 subscribers and over 150,000 members to our news, information & reports.

In partnership with…

1.75m

Australians

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 ATO/ABS

3 levels of Property Investment

1.75m

Australians

1 Property

1.266m

73%

2-4 Properties

457,000

25%

5+ Properties

28,345

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 ATO/ABS

What level are you aiming for?

Poll: Do you own property?

• 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 Subscriber…

Real Estate Investar’s tools

Poll: What is your biggest challenge with investing?

Try the tools with a 21-day free trial

www.realestateinvestar.com.au/

Lets get started

Search for investment property

• 900k – 1.2m sales listings from

40+ Australian property sites.

• 34 filters.

• Advanced data and analytics.

• Watchlists, saved searches and

email alerts.

• Analyse 8,000 suburbs.

• Globally unique.

Investar Search

Combine postcodes, suburbs, regions & states

Search by radius or classification

Automatic strategy & key word selection

Subscribers utilise 8 key strategies

1. Capital growth

2. Discount

3. Renovation

4. Positive cash flow

5. Vendor finance

6. Strata titling

7. Subdividing

8. Development

Extensive property & suburb 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 900k to 1.2m sales listings, in Investar Search

every day

Discount deals 20%+ below median –5,530 deals

Positive cash flow 8%+ gross yield –2,058 deals

Reno’s 30% + below median 2,615 deals

Potential sub-division on 800m2+ 11,970 deals

Vendor Finance – 302 deals

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

Confidence scoring

Price and market history

View comparable sales

Enter Rent, Purchase Price & Valuation

Advanced sales research

Set a radius around the property

Check comparable sales

Build a suburb sales profile

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 APM

Poll: When are you planning to invest next?

Example – Discount Property up to

$100K below valuation

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 searched 900k to 1.2m

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

– Ownership

• 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?

Xero Accounting – Bank Reconciliation

Access your financials from anywhere

➔ Windows PC

➔ Apple Mac

➔ iPhone

➔ iPad

➔ Android

➔ Blackberry

• Your accountant, bookkeeper or financial advisor can

supply you with Xero.

• They will set you up with a login, bank level security and

the ability to add your bank account feeds.

• We can help you from there. We will help you get the

bank feeds active.

• We’ll help you get your portfolio setup and integrated with

Xero.

• We even offer up to 5 hours 1 on 1 training to help you get

started using our platform. Open to all trialists and

subscribers.

We’ll even help you set it up!

We can help you

build and manage

your property portfolio

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 / reno / cashflow

• Orelia, WA

• Purchase $175k

• Reno cost $32k

• New equity after reno $50k

• New rent $350 week

• Yield 8.8%“I really place high value in what

Real Estate Investar has to

offer…terrific value for money and

return on investment due to the all

in one solution of the suite tools.”

Jeremy Tailor, WA

REI Member 18 months

Created $50k in equity

+ 8.8% yield

Kitchen makeover

Bathroom makeover

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

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 potential

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 your first 21 days free at www.realestateinvestar.com.au

Portfolio Builder

Portfolio Manager

Portfolio Builder

Portfolio Manager

Subscription options to match your needs


Subscription Types – 2 options


Period Price Saving

Casual $69 p.m.

Portfolio Manager Subscription

• All subscription options come with initial 21 day free trials


Period Price Saving

Casual $69 p.m.

12 month contract $59 p.m. $120 p.a.

24 month contract $49 p.m. $240 p.a.

Portfolio Manager Subscription

• All Subscription options come with initial 21 day free trials


Subscription Types – 2 options


Period Price Saving

Casual $249 p.m.

Portfolio Builder Subscription



Period Price Saving

Casual $249 p.m. NIL

12 month contract $149 p.m. $1,200 p.a.

24 month contract $99 p.m. $3,600 p.a.

Portfolio Builder Subscription



Subscription support for everyone


Extra support bonus to get you started

All new subscribers will receive up to 5 hours complimentary

1-on-1 training valued at $745.


Poll: Webinar Feedback

And remember…

Immediate advantage over 99% of investors.

Subscription is tax deductible.

You can pay with your SMSF.

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 65% with 2-year upfront options.


Step 1 – choose Subscription type


Step 2 – choose subscription plan


Step 3 – Add your credit card details


Why are credit card details

required?

No other property data

company gives free trials and

it’s a condition of APM.

Your trial is valued at up to

$174. and incurs data costs

for REI.

First 21 days are free, with

no obligation.

You can self cancel your trial.

[email protected]

Get started now…


mailto:[email protected]

Using Technology to Invest Successfully in 2016 AU

Real Estate

Transcript of Using Technology to Invest Successfully in 2016 AU