Using Technology to Invest Successfully in 2016 AU
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Transcript of 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
Example – Discount Property up to
$100K below valuation
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
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
Get your first 21 days free at www.realestateinvestar.com.au
Subscription Types – 2 options
Get your first 21 days free at www.realestateinvestar.com.au
Period Price Saving
Casual $69 p.m.
Portfolio Manager Subscription
• All subscription options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au
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
Get your first 21 days free at www.realestateinvestar.com.au
Subscription Types – 2 options
Get your first 21 days free at www.realestateinvestar.com.au
Period Price Saving
Casual $249 p.m.
Portfolio Builder Subscription
• All Subscription options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au
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
• All Subscription options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au
Subscription support for everyone
Get your first 21 days free at www.realestateinvestar.com.au
Extra support bonus to get you started
All new subscribers will receive up to 5 hours complimentary
1-on-1 training valued at $745.
Get your first 21 days free at www.realestateinvestar.com.au
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.
Get your first 21 days free at www.realestateinvestar.com.au
Step 1 – choose Subscription type
Get your first 21 days free at www.realestateinvestar.com.au
Step 2 – choose subscription plan
Get your first 21 days free at www.realestateinvestar.com.au
Step 3 – Add your credit card details
Get your first 21 days free at www.realestateinvestar.com.au
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.
Get started now…
Get your first 21 days free at www.realestateinvestar.com.au