using real estate investar and xero to build and manage your property portfolio

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.

david@realestateinvestar.co.nz

Get started now…

Get your first 21 days free at www.realestateinvestar.co.nz/gratrial

and save up to 68% on normal membership prices