successfully managing your property and share portfolio

Essential tips for successfully managing your property & share portfoliosUsing Real Estate Investar & Sharesight

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Essential tips for successfully managing your property & share portfoliosUsing Real Estate Investar & Sharesight

Tonight’s Webinar

• Introduction to Real Estate Investar & Sharesight

• How Sharesight can help you and your share portfolio

• How Real Estate Investar can help you and your property portfolio

• Question & Answer session

Justin DaveyHead of

Partnerships Doug MorrisCEO

We help investors build & manage their property

portfolios

Simply the best portfolio admin & tax reporting tool for DIY investors

Poll: Are you familiar with Xero?

Xero Add-on Partners of the Year2014 & 2015

Essential tips for successfully managing your property & share portfoliosIntroduction to Sharesight

Essential tips for successfully managing your property & share portfoliosIntroduction to Real Estate Investar

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 members and over 140,000+ subscribers to our news, information & reports.

Real Estate Investar’s tools

Search for an investment property

Automatic strategy & key word selection

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

Analyse investment financials

One click to analyse in full

Analyser opens and loads listing data

Estimate market value

Locate property

Estimate value

Advanced sales research

Set a radius around the property

Build a suburb sales profile

Back to analysing investment financials

Enter Rent, Purchase Price & Valuation

Comprehensive 10-year analysis report

Long term performance graphs

• We’ve used our reports to target particular areas for investment

• 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

Track property and suburb performance

Your portfolio KPI dashboard

Manage & review portfolio

Automate your accounting

Connect with Xero

Bank account transactions feeds to Xero

Reconciliation of transactions in

Xero

Reporting in Portfolio Tracker on how you are

tracking

How does it work?

Measure portfolio results

Measure individual property results

• 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…

Portfolio

Builder

Portfolio

Manager

Portfolio

BuilderPortfolio Manager

Membership options to match your needs

Get your first 21 days free at www.realestateinvestar.com.au/auxero

Portfolio Manager Membership

Managing, tracking and accounting

Period Price Saving

Casual $49 p.m.


• All membership options come with initial 21 day free trials


Period Price Saving

Casual $49 p.m.

12 month contract $39 p.m. $120 p.a.

24 month contract $29 p.m. $240 p.a.




Portfolio Builder Membership

Searching, researching, buying, managing, tracking and accounting

Period Price Saving

Casual $229 p.m.




Period Price Saving

Casual $229 p.m. NIL

12 month contract $129 p.m. $1,200 p.a.

24 month contract $79 p.m. $3,600 p.a.




Extra support bonus to get you started

All new members will receive up to 5 hours complimentary

1-on-1 training valued at $745.


Poll: Would you like some more information?

Get started today with solutions that will help you make the best possible investment decisions:

realestateinvestar.com.au/auxero

• 21 days free no obligation trial• Save up to 65% on membership• Up to 5 hours 1on1 Training

Questions & Answers

sharesight.com/rei

• Track 10 holdings FREE for life• No credit cards required• Upgrade or cancel anytime

Get started today with solutions that will help you make the best possible investment decisions:

realestateinvestar.com.au/auxero

• 21 days free no obligation trial• Save up to 65% on membership• Up to 5 hours 1on1 Training

Thank you!

sharesight.com/rei

• Track 10 holdings FREE for life• No credit cards required• Upgrade or cancel anytime