New Zealand Webinar: How to build and manage your portfolio

Download New Zealand Webinar: How to build and manage your portfolio

Post on 06-Aug-2015

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  1. 1. Real Estate Investar Helping you build and manage your property portfolio
  2. 2. 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 the Go To Meeting software, under audio preferences. If you cant hear us yet, please ensure your speakers are on and turned up. TURN OFF: Outlook, Skype, online back-ups and any music or video downloads. Faster internet = better quality audio.
  3. 3. 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
  4. 4. In partnership with
  5. 5. We help investors build and manage their property portfolios
  6. 6. 3 Things
  7. 7. 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
  8. 8. 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?
  9. 9. 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
  10. 10. Real Estate Investars tools
  11. 11. Portfolio Builder Portfolio Manager Portfolio Builder Portfolio Manager Membership options to match your needs
  12. 12. Portfolio Manager Membership Managing, tracking and accounting From $49 p.m.
  13. 13. Portfolio Builder Membership Searching, researching, buying, managing, tracking and accounting From $99 p.m.
  14. 14. Get started with a 21-day free trial
  15. 15. 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 the Go To Meeting software, under audio preferences. If you cant hear us yet, please ensure your speakers are on and turned up. TURN OFF: Outlook, Skype, online back-ups and any music or video downloads. Faster internet = better quality audio.
  16. 16. Lets get started
  17. 17. 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
  18. 18. 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.
  19. 19. Pick suburbs that are about to rise rapidly in value
  20. 20. Capital growth follows rental growth
  21. 21. Ripple effect: check fast mover suburbs
  22. 22. Ripple effect: check long term trends
  23. 23. Avoid buying in areas that could plummet in value
  24. 24. Lack of buyer demand
  25. 25. Getting started with minimal equity / cashflow
  26. 26. Entry level suburbs
  27. 27. High yielding cashflow suburbs
  28. 28. Search for investment property
  29. 29. 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
  30. 30. Combine postcodes, suburbs, districts & regions
  31. 31. Search by suburb radius
  32. 32. Automatic strategy & key word selection
  33. 33. 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
  34. 34. Extensive suburb metric filters
  35. 35. Love the numbers, not the property
  36. 36. Which property is the best investment?
  37. 37. Set up your analysis rules
  38. 38. Set up your loan & tax defaults
  39. 39. Set expenses as % or dollar value
  40. 40. Extensive property & suburb data
  41. 41. There are 100k to 130k sales listings, in Investar Search every day
  42. 42. Discount 20%+ below median: 904 deals
  43. 43. High cashflow 8%+ gross yield: 565 deals
  44. 44. Renos 30% + below median: 405 deals
  45. 45. Poss. sub-division 800m2+ : 1,617 deals
  46. 46. Vendor Finance: 81 deals
  47. 47. Access Australia too
  48. 48. Create your investment watchlists
  49. 49. Easy access to watchlist menu
  50. 50. Watchlist integrates with Analyser
  51. 51. Analyse investment financials
  52. 52. One click to analyse in full
  53. 53. Analyser opens and loads listing data
  54. 54. Estimate market value
  55. 55. Locate property
  56. 56. Estimate value
  57. 57. Review sold comparables
  58. 58. Property detail
  59. 59. Sales activity
  60. 60. Rental trends
  61. 61. Enter rent, purchase price & valuation
  62. 62. Advanced sales research
  63. 63. Search a radius around the property
  64. 64. Advanced mapping tools
  65. 65. Access ownership details
  66. 66. Advanced ownership filters
  67. 67. Mapping tools and photo libraries
  68. 68. Check advertising history
  69. 69. Unlimited nationwide valuation estimates available 24/7. Dont lose deals while you wait for valuations. Negotiate with confidence. Estimate the value of renovations and development opportunities. Its real, its live and you control it My Valuer and My Research with RPNZ
  70. 70. Back to analysing investment financials
  71. 71. Weve now confirmed rent & value
  72. 72. 1. Check mortgage & purchase costs
  73. 73. 2. Check rent & expenses
  74. 74. 3. Check depreciation & entity owner
  75. 75. 4. Review investment forecast
  76. 76. Comprehensive 10-year analysis report
  77. 77. Long term performance graphs
  78. 78. Notes, documents and search data
  79. 79. Google Maps & Streetview integrated
  80. 80. Weve used our reports to target particular areas for investment Weve searched 100k to 130k properties. Weve narrowed our search based on our specific criteria. Weve analysed a property to assess its fundamentals. Weve valued and researched the property to understand its market value. So what have we achieved thus far?
  81. 81. Add to your portfolio
  82. 82. Property added to my portfolio
  83. 83. Manage & review cashflow
  84. 84. Set up multiple entities
  85. 85. Set long term growth forecasts
  86. 86. 10 year growth & equity forecasts
  87. 87. Your portfolio KPI dashboard
  88. 88. Automatic monthly value updates
  89. 89. Track property and suburb performance
  90. 90. Manages; Entities Properties Owners You can track and review any combination. Monitors property and suburb growth. Integrates with Xero. Portfolio Tracker
  91. 91. Automate your accounting
  92. 92. 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
  93. 93. Connect with Xero
  94. 94. Portfolio Tracker - the Xero Add-on
  95. 95. Bank account feeds Xero Portfolio Tracker How does it work?
  96. 96. Access your financials from anywhere Windows PC Apple Mac iPhone iPad Android Blackberry
  97. 97. Xero Accounting Bank Reconciliation
  98. 98. Reconcile the bank and digitise as you go
  99. 99. Xero have bank level security. 1 x non-GST cashbook included free with membership for your first entity or organisation. We set it up for you and help you activate bank feeds. We integrate it with Portfolio Tracker for you. Upgrade or add additional organisations for $20 p.m. We provide our members with Xero
  100. 100. We can help you build and manage your property portfolio
  101. 101. 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
  102. 102. 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
  103. 103. 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
  104. 104. 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
  105. 105. 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
  106. 106. 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
  107. 107. Case Study: Sub-division cont The biggest lesson I learnt was, once you find something, act If its 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
  108. 108. 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
  109. 109. 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.
  110. 110. Get started now Get your first 21 days free at www.realestateinvestar.co.nz
  111. 111. Membership Types 2 options
  112. 112. Period Price Saving Casual $69 p.m. NIL Portfolio Manager Membership All membership options come with initial 21 day free trials Get your first 21 days free at www.realestateinvestar.co.nz
  113. 113. Period Price Saving Casual $69 p.m. NIL 12 month contract $59 p.m. $120 p.a. 24 month contract $49 p.m. $240 p.a. Portfolio Manager Membership All membership options come with initial 21 day free trials Get your first 21 days free at www.realestateinvestar.co.nz
  114. 114. Membership Types 2 options Get your first 21 days free at www.realestateinvestar.co.nz
  115. 115. Period Price Saving Casual $249 p.m. NIL 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
  116. 116. Period Price Saving Casual $249 p.m. NIL 12 month contract $149 p.m. $1,200 p.a. 24 month contract $99 p.m. $1,800 p.a. Portfolio Builder Membership All membership options come with initial 21 day free trials Get your first 21 days free at www.realestateinvestar.co.nz
  117. 117. Membership support for everyone Get your first 21 days free at www.realestateinvestar.co.nz
  118. 118. 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
  119. 119. 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 60% with 2-year options. Get your first 21 days free at www.realestateinvestar.co.nz
  120. 120. Step 1 choose membership type Get your first 21 days free at www.realestateinvestar.co.nz
  121. 121. Step 2 choose membership plan Get your first 21 days free at www.realestateinvestar.co.nz
  122. 122. Step 3 Add your credit card details Get your first 21 days free at www.realestateinvestar.co.nz Why are credit card details required? No other property data company gives free trials and its 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.
  123. 123. david@realestateinvestar.co.nz Get started now Get your first 21 days free at www.realestateinvestar.co.nz