concierge service

Real Estate InvestarConcierge Service

Helping you build and manage

your property portfolioevery step of the way

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We help investors build and manage

their property portfolios

• Property investor focused technology company founded 2006

• We help simplify Real Estate Investment

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

Real Estate Investar

• 3,000 current subscribers

• Mix of personal users, brokers, buyers agents and accountants

• 180,000+ members use us for market information, calculators, investment news and updates

Real Estate Investar

ASX:REV

• Heavy investment in product

• Public company governance

• Strong and focused board;• Simon Baker – Former CEO of REA• Anthony Catalano – CEO of Domain

Our MissionOur mission is to provide the world’s best information and

help, to enable our customers to create wealth through property investment.

We do this by providing trusted products, services and end-to-end solutions that are simple to use and understand.

Our mission

Our MissionOur mission is to provide the world’s best information and

help, to enable our customers to create wealth through property investment.

We do this by providing trusted products, services and end-to-end solutions that are simple to use and understand.

Our mission

In partnership with…

Lets get started

Who uses our subscription services?

• New investors with no investment property

• Experienced investors with 1 or more investment properties

• Full time investors with 5+ properties

• Industry professionals

An interesting point

1.9m Australians

1 Property

2-4 Properties5+ 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

1.9m Australians

1 Property1.4m73%

2-4 Properties470,000

25%

5+ Properties30,0001.7%

• 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?

Audience poll:

How many properties do you want to purchase in the next

10 years?

3 Challenges

Common investing challenges

• Don’t have the time

• Don’t have the knowledge or confidence

• Can’t find the right investment property

Audience poll:

What’s your biggest investing challenge?

Options if you have one or more of these challenges

• Engage a buyers agent

• Engage an educator/mentor

• Don’t do anything

Some possible issues to consider

• Will you get the right investment property given your circumstances and goals?

• Are you guaranteed an outcome?

• Will you be able to move ahead at all?

REI existing subscriptions• REI tools are the vehicle

• We focus on teaching you how to drive them

• If you need help using the vehicle, we will assist

REI new Concierge service

• REI tools are the vehicle

• Your Concierge Portfolio Manager (CPM) is the driver

• Your CPM will plan the route, to get you to your destination

• Your CPM will drive with you, all the way there

What do we mean by that?

• You’ll receive a personal Concierge Portfolio Manager (CPM)

• Your CPM will work with you to identify your property investment goals

• Your CPM will create a personalised plan to achieve these goals

• Your CPM will assist you in executing your personalised plan

How you could purchase in just 6 months

7 ways we differ from other services?Your CPM will;

1. Assist you with arranging finance using our investment focused broker team

2. Work with you to identify any shortfalls in your current portfolio

3. Create a personalised plan with you, so you understand ‘where to’ from here and what’s possible once you get there

4. Give you recommendations for properties that suit the goals outlined in your plan

7 ways we differ from other services?

5. Work with you to ensure you are meeting the milestones outlined in your personalised plan in the time frames required

6. Assist you in maximising the results from your portfolio

7. Assist you in arranging all the services required before, during and after purchasing each property

6 stages to get to your goals

1. Pre-qualification

2. Pre-finance

3. Finance

4. Search

5. Acquire

6. Manage

1. Pre-qualification stage

• Initial qualification session

• Financial assessment questions

• Placing any existing properties into Portfolio Tracker

Using Portfolio Tracker

Using portfolio tracker

Manage & review cashflow

Set long term growth forecasts

10 year growth & equity forecasts

2. Pre-finance stage• Assess areas of opportunity within

your existing portfolio

• Consider where you are looking to purchase?

• Consider what type of properties are appropriate for you?

• Confirm how many properties you want to purchase?

• Book appointment with Property Investor Mortgages

• Start building your personalised concierge plan

Personalised concierge plan

3. Finance stage• Introduction to your Property

Investor Mortgages finance specialist

• Identify appropriate lenders and finance options, based on your personal and purchasing requirements

• Gain pre-approval

• Finalise your personalised concierge plan

Audience poll:

Are you at this stage already?

• 900k+ sales listings from 40+ Australian property sites

• Use 34 filters to isolate opportunities

• Advanced data and analytics

• But, it can still be labour intensive…

Investar Search today

4. Search stage• Utilising our key partners you will have

access to exclusive, off market and/or pre-release properties

• We will source and recommend properties that will assist in achieving the outcomes outlined in your personalised concierge plan

• You will receive a minimum of 3 investor focused properties to consider

• If you want more choice, we will present more options

• We can also facilitate existing property purchases using a buyers agency service

4. Search stage• All properties will be investor focused – we

have access to house & land, duplex, and apartment stock that is not marketed to the retail public or is in pre-release stages and will often be discounted vs. future retail offers

• All properties will be focused on delivering the outcomes outlined in your personised plan

• Your CPM will work with you to ensure you are meeting your purchasing milestones as per your personalised concierge plan

• Any properties selected by you, from the recommendations provided, will be analysed in Property Analyser

• Boutique Development• 48 x 2 Bedroom Apartments• Spacious Living Areas• Water and District Views• Prices from $435,000 to $490,000• Real Estate Investar Clients received a further

$10,000 off the listing price

Recent deals – 8 Seasons Gosford

• Land from $126,500 (Tamworth)• Build from $430,000• Total from $556,500• Rent appraised at $660 – 700pw• Gross yield 6.2%• Valuation $610,000• Total dwelling 271m2 or approximately 135m2 per

side

Recent deals – Duplex

Analysing investment financials

Check mortgage & purchase costs

Check rent & expenses

Review investment forecast

Comprehensive 10-year analysis report

Search stage outcomes

• You will have identified a property that aligns with your goals from the recommendations provided by your CPM

• Using Property Analyser provides the data to support this

• You will be provided with a tailored 10-year forecast

5. Acquisition stage

• You CPM will assist you in engaging a conveyancing firm

• We assist you with understanding the purchase process

• You enter a contract to purchase the property

• Your CPM can facilitate any pre-purchase reports or services you may required

5. Acquisition stage outcome• You go unconditional on a property

• Your CPM will ensure you understand what happens from here

• Your CPM will add the property to your Portfolio Tracker

• Your CPM will update your new financial position

We’ve put together a strategic plan for acquiring an investment property or properties

We have a clear path to acquiring your next investment property

We have arranged finance

So what have we achieved thus far?

We have identified stock that will assist in accomplishing your investment goals

We have identified an opportunity and acted on it

You should expect to successfully go unconditional on a property within a 6 month time frame - or less!

So what have we achieved thus far?

Finished?

6. Manage stage• Settlement occurs

• Your CPM can arrange a depreciation report to maximise your cash flow

• We can assist in arranging a property manager

• We will set up your Xero organisation to sync with Portfolio Manager and enable you to simplify your accounting

Automate your accounting

End of financial year

• You didn’t have to keep your receipts, invoices and property statements?

• You could know monthly exactly how your investments are performing?

• Your accountant could just log in at tax time and complete your return for you

What if…..?

• A Xero organisation provided at no cost

• Set up and integrated with Portfolio Tracker for you

• Track your property capital growth, cashflow and more

• Save time, save costs

We help you automate your accounting

• Xero which has bank level security

• 1 x non-GST cashbook included free with your Concierge service for your first entity or organisation

• We set it up for you and help you activate bank feeds

• We integrate Xero with Portfolio Tracker for you

• Upgrade or add additional organisations as needed at cost

We provide our subscribers with Xero

6. Manage stage

• Xero setup completed

• Assist with the ongoing management of your Xero account

• Help to make the end of financial year process an easier affair for you and your accountant

• Take the stress and much of the cost away

Concierge Portfolio Management

The “Manage” stage

• Post purchase you will have a depreciation report for your property

• You will understand your new financial position

• You will know what cash flow your portfolio is generating

• You will know your equity position

• We will update your equity position each month so you know when you can purchase again

Track

Account & AssessFind

Acquire

Investment life cycle

Concierge service inclusions

• You will receive a 24 month subscription to REI’s Portfolio Builder tools

• You will have a dedicated Concierge Portfolio Manager (CPM)

• Your CPM will be with you every step of the way

• You will receive weekly calls and updates to ensure progress is being made

• When you reach your equity goal you will be advised so you can purchase again

Audience poll:

Would you like to have a one on one session to assess

suitability?

We can help you build and manage

your property portfolio

What if I’m a current subscriber?

• We will credit the pro-rata unused portion of your current subscription into the cost of your Concierge Service purchase

• We will issue you with another 24 month subscription to the Portfolio Builder tools

• Some of the hard work is already done if you have Portfolio Tracker and Xero set up

We help you build and manage

your property portfolio every step of the way

Register your interest

www.realestateinvestar.com.au/concierge

Q&ALogan Horstead

Logan.Horstead@realestateinvestar.com.au

Mobile: 0431 513 728

www.realestateinvestar.com.au/concierge