Tips on how to boost your property and share investing profits, treating each as a business to get long-term results.

1. Essential tips for
successfully managing
your property & share
portfolios
Using Real Estate
Investar & Sharesight
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2. Essential tips for
successfully managing
your property & share
portfolios
Using Real Estate
Investar & Sharesight

3. 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

4. Justin Davey
Head of Partnerships
Doug Morris
CEO

5. We help investors build & manage
their property portfolios

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

7. Poll: Are you familiar
with Xero?

8. Xero Add-on Partners of the Year
2014 & 2015

9. Essential tips for
successfully managing
your property & share
portfolios
Introduction to Sharesight

10. Essential tips for
successfully managing
your property & share
portfolios
Introduction to Real Estate Investar

11. 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.

12. Real Estate Investar’s tools

13. Search for an investment
property

14. Automatic strategy & key word selection

15. Extensive property & suburb filters

16. Love the numbers, not the property

17. Which property is the best investment?

18. Set up your analysis rules

19. Set up your loan & tax defaults

20. Set expenses as % or dollar value

21. Extensive
property &
suburb data

22. Analyse investment financials

23. One click to analyse in full

24. Analyser opens and loads listing data

25. Estimate market value

26. Locate property

27. Estimate value

28. Advanced sales research

29. Set a radius around the property

30. Build a suburb sales profile

31. Back to analysing investment
financials

32. Enter Rent, Purchase Price & Valuation

33. Comprehensive 10-year analysis report

34. Long term performance graphs

35. • 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?

37. Add to your portfolio

38. Track property and suburb performance

39. Your portfolio KPI dashboard

40. Manage & review portfolio

41. Automate your accounting

42. Connect with Xero

43. Bank account
transactions feeds
to Xero
Reconciliation of
transactions in
Xero
Reporting in
Portfolio Tracker on
how you are
tracking
How does it work?

44. Measure portfolio results

45. Measure individual property results

46. • 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…

47. Portfolio
Builder
Portfolio
Manager
Portfolio
Builder
Portfolio Manager
Membership options to match your needs
Get your first 21 days free at www.realestateinvestar.com.au/auxero

48. Portfolio Manager Membership
Managing, tracking and
accounting

49. Period Price Saving
Casual $49 p.m.
Portfolio Manager Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au/auxero

50. 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 Manager Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au/auxero

51. Portfolio Builder Membership
Searching, researching, buying,
managing, tracking and accounting

52. Period Price Saving
Casual $229 p.m.
Portfolio Builder Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au/auxero

53. 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.
Portfolio Builder Membership
• All membership options come with initial 21 day free trials
Get your first 21 days free at www.realestateinvestar.com.au/auxero

54. 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.com.au/auxero

55. Poll: Would you like
some more
information?

56. 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

57. 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