This new, educational webinar covers exactly how to get started with Real Estate Investar and Xero, ensuring you have all of the tools to maximise the success of your property portfolio. This interactive content packed webinar will cover - 5 insights that Portfolio Tracker can deliver on the health of your portfolio. - How to better understand the numbers behind your existing and future investments. - How to access your complimentary Xero subscription. - How to unlock the power of Xero’s bank integrations to get a real-time pulse on your cash flow. - 8 Tips to help you ensure tax time is simple and stress free. - How simple it is to manage your banking and investments with Xero. - How to end the shoe box of receipts, forever! - 3 steps to better collaboration with your accountant, bookkeeper or financial advisor. After this webinar, you will know how to - Analyse any property anywhere in Australia. - Setup and configure your new or existing property portfolio. - Get Xero setup and integrated with Portfolio Tracker. - Manage your investments ongoing with Portfolio Tracker and Xero. - This webinar is the first of its kind, providing both potential and existing members the opportunity to get the most out of their property investments. Learn more at http://www.realestateinvestar.com.au

1. Master Class:
Using Xero & Real Estate Investar
To Maximise The Success Of Your
Property Portfolio
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2. Master Class:
Using Xero & Real Estate Investar
To Maximise The Success Of Your
Property Portfolio
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your speakers are on and turned up.
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3. Master Class:
Using Xero & Real Estate Investar
To Maximise The Success Of Your
Property Portfolio

4. We help investors
build and manage
their property
portfolios

5. In partnership with…

6. Real Estate Investar’s tools
Take the 21 day free trial at www.realestateinvestar.com.au

7. Portfolio
Builder
Portfolio
Manager
Portfolio
Builder
Portfolio Manager
Membership options to match your needs
Take the 21 day free trial at www.realestateinvestar.com.au

8. 21 Day Free Trial
No obligation – full access
www.realestateinvestar.com.au
We even set up & supply you with:

9. Treat property investment as a business….
And build your team

10. Portfolio solutions – Start your team here

11. Find REI & Xero friendly advisors

12. Portfolio Solutions Master Class
• Designed to share knowledge.
• Desire to provide extra value to our
clients.
• Great for both new and experienced
investors.
• Plenty of opportunity for Q&A
• Market leading industry partners invited
by Real Estate Investar to present and
educate.

13. Our special guest
Matthew Prouse
Senior Account Manager
Xero

14. A disclaimer….
"Matthew Prouse is an escaped
accountant with a passion for financial
literacy and education, he joined Xero after
8 years in practice. Matthew owns the go-
to-market strategy for financial planners
and advisors nationally.
Warning: All of Matthew's presentations
contain terrible jokes."

15. Xero
• World’s leading online accounting system.
• Founded in 2006, dual listed on NZX & ASX.
• More than 900 staff worldwide.
• Trusted by more than 400,000 small
business owners and professional advisors.
• 100% cloud based. Nothing to install. Works
anywhere.
• Powered by daily bank feeds from 5,000+
banks.
• Same security as internet banking.

16. Using Xero & Real Estate
Investar to maximise the
success of your property
portfolio

17. So you’re investing in property?

18. The importance of tracking
• If you don’t track what you are
doing, how do you know how you
are going?
• When do you know the right time
to act next?
• What if you lose a receipt?
• What do you do at tax time?
• What will you do if you’re audited
by the ATO?

19. What are your options?
There are 4 different options for
staying on top of your investments:
1. Folders, envelopes & boxes.
2. Spreadsheets.
3. My accountant does it.
4. Systems & technology.
Each have their own pros and cons,
and you can also use combinations.

20. Folders, envelopes & boxes
The most common approach for the bulk of
investors. Documents stored away during the
year and pulled out at tax time.
PROS
• Simple method.
• Low effort required during the year.
CONS
• A lot of effort or cost come tax time.
• Easy to lose crucial documents.
• Things can be missed that might be claimable.
• No easily accessible data at a glance.

21. Spreadsheets
As investors add property, spreadsheets
become more important. Created for
purpose, or supplied by advisors.
PROS
• Readable high level data.
• Measurable.
CONS
• Require ongoing regular effort.
• Still requires files or folders.
• Need some basic technical skills.

22. My accountant does it
Under this scenario everything is simply
handed over to your accountant at tax time.
‘There you go mate!’
PROS
• No real effort required
CONS
• High cost and in arrears.
• Low visibility until you
get your tax return (and bill).
• Never market ready.

23. Systems & technology
Xero and Real Estate Investar have
integrated to deliver real time accounting,
management & tracking of your portfolio.
PROS
• Accessible anywhere.
• Live market and transaction data feeds.
• No more boxes of receipts.
• Less stress and accounting costs.
CONS
• Less work for your accountant.

24. Lets get started

25. Start with Property Analyser

26. Google Maps & Streetview integrated

27. Enter Rent, Purchase Price & Valuation

28. Check mortgage & purchase costs

29. Check rent & expenses

30. Check depreciation & entity owner

31. Review your investment forecast

32. Comprehensive 10-year analysis report

33. Long term performance graphs

34. You’ve created a unique analysis page

35. With the ability to add notes & documents

36. You’ve now got some options
• Save the property, add documents, and
images as you investigate further.
• Review the analysis and data with your
trusted advisor.
• Move the property to Portfolio Tracker to
see financial impact of purchasing, or if
you own already.

38. Property added to my portfolio

39. Manage & review cashflow

40. Set long term growth forecasts

41. Set up multiple entities

42. Your portfolio KPI dashboard

43. Automatic monthly value updates

44. Track property and suburb performance

45. • Manages;
– Entities
– Properties
– Owners
• You can track and review
any combination.
• Monitors property and
suburb growth.
• Can be used stand alone.
• But with Xero it becomes
live and real time.
Portfolio Tracker

46. Real Estate Investar & Xero
• REI’s Xero Add-on officially
launched in November 2014.
• Combines Xero’s state of the art
cloud based accountancy tools with
Real Estate Investar’s property
analysis and portfolio management
capabilities.
• Enables our members to get a
better handle on each property,
ownership entity or entire portfolio.
• Know how you are performing and
where you are going.
+

47. We provide all REI members
with their first Xero organisation
for free.
We also set it up at no cost.

48. The process to get started with Xero
Create an
entity in
Tracker
Add your
property to
the entity
You can then
connect it to
Xero
You must have your entity and properties created in Portfolio Tracker
before commencing the ‘Get Started with Xero’ process.

49. Step 1 – login in & click on the Xero logo

50. Step 2 – Fill in ‘Get Started with Xero’ form

51. Step 3 – Complete the setup form

52. You’re now connected & setup with Xero!

54. You’re now connected & setup with Xero!

55. Next steps

56. • If you are an existing REI Member, get an
entity set up with property in Portfolio
Tracker.
• Add Xero by clicking the Xero logo on the
home page and completing the “Get
Started with Xero” form.
• Review the training videos and webinars
(including this one) available in our video
tutorial section.
• Real Estate Investar provide 5 hours of 1-
on-1 training to all new members as
required (valued at $745).
• Xero support is also available readily
through their website.
What can I do next?

57. 21 Day Free Trial
No obligation – full access
www.realestateinvestar.com.au

58. Plenty of resources available
Take the 21 day free trial at www.realestateinvestar.com.au

59. We also make it easy to find REI and
Xero friendly accountants
Take the 21 day free trial at www.realestateinvestar.com.au

60. 21 Day Free Trial
No obligation – full access
www.realestateinvestar.com.au
Questions?