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 can’t 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.
4. • 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
5. • 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
6. ASX:REV
• Heavy investment in product
• Public company governance
• Strong and focused board;
• Simon Baker – Former CEO of REA
• Anthony Catalano – CEO of Domain
7. Our Mission
Our 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
8. Our Mission
Our 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
11. 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
13. 1.9m
Australians
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 ATO/ABS
3 levels of Property Investment
14. 1.9m
Australians
1 Property
1.4m
73%
2-4 Properties
470,000
25%
5+ Properties
30,000
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 ATO/ABS
What level are you aiming for?
19. Options if you have one or more of
these challenges
• Engage a buyers agent
• Engage an educator/mentor
• Don’t do anything
20. 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?
21. 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
22. 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
23. 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
25. 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
26. 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
27.
28. 6 stages to get to your goals
1. Pre-qualification
2. Pre-finance
3. Finance
4. Search
5. Acquire
6. Manage
29. 1. Pre-qualification stage
• Initial qualification
session
• Financial assessment
questions
• Placing any existing
properties into Portfolio
Tracker
35. 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
37. 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
39. • 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
40. 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
41. 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
42. • 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
43. • 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
49. 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
50. 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
51. 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
52. 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?
53. 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?
55. 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
58. • 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…..?
59. • 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
60. • 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
61.
62. 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
64. 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
66. 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
68. We can help you
build and manage
your property portfolio
69. 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
70. We help you
build and manage
your property portfolio
every step of the way
