Let The Data Speak

Most people find the world of accounting as nothing but pure numbers, hard to digest, or even boring. 

Some investors would just hand over all accounting concerns to their accountants or financial advisors without knowing the different entities and structures that go well with investing.

What are the things that investors should and shouldn’t do?

What do successful investors do that can be replicated?

In today’s episode, Alex Ryan joins us to discover how the world of accounting and structure relates to property investing and how full knowledge of “trusts” is helpful in deciding where to put your hard earned assets accordingly.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• What keeps Alex motivated in what he does [3:13]
• What got him into doing things that he does [5:05]
• Defining trust and identifying the two most popular type of trusts [6:49]
• Examples of random names in the trust world. [11:40]
• Three things to think about when setting up a trust [14:49]
• How to use a discretionary trust to save tax [17:44]
• Difference between holding a property in your own name vs holding it in a trust [20:41]
• Business owners vs employees with salaries [23:32]
• Most common traits with successful clients [26:48]
• Some common things that accountants typically do not set people for success [29:37]

About our Guest:

Alex Ryan is a chartered accountant and tax advisor at Prime Advisory, as well as a business advisor. He has over 15 years of experience helping clients minimise risk, taxes, and stress. He has this to say: "My focus is mindfulness. Be aware of exactly what you're trying to achieve, demonstrate empathy, and ban assumptions and value-judgements".

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

Connect with Alex:

• Website: https://www.primeadvisory.com.au/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Let’s face it… As a property investor, choosing the right financial planner can be tough for so many reasons. 

While it’s important to know when to actually get one, it's equally important to do thorough research and due diligence when choosing a financial advisor.

When is the right time to have a financial planner in your team?

Tim Lee, the co-founder of Abundant Advisory joins us today to unpack the key to finding the right financial planner as a property investor. Tune in and learn about the common mistakes people make with property investing from a financial planning perspective.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• About our guest - Tim Lee [2:36]
• The difference between working within a team of professionals vs. working with a pool of different professionals [4:37]
• When is the right time to have a financial planner in your team? [7:40]
• The most common mistakes people make with property investing [12:42]
• The different types of passive income [14:36]
• What to do if you don’t have an emergency fund [18:49]
• The property investors’ fear of financial planners [21:10]

About our Guest:

Timothy Lee is the co-founder of Abundant Advisory - a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations. Over the last decade plus, Tim has worked in different financial planning organisations in Brisbane and Sydney, from large institutional to smaller boutique practices, looking after engaged young wealth accumulators and seasoned retirement planning clients. With Abundant, Tim wants to fulfil his passion of helping his clients realise that the best is yet to come, and that the abundant life is available to all.

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

Connect with Timothy Lee:

• Website: https://www.abundantadvisory.com.au/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

In this digital era, the rise of social media has been revamping and reshaping the real estate market. 

In the world of professional buying, the agents that are dominating the race and continuing to win listings often use proven market strategies. This could seem like a gold mine for many, but only if you play your cards right.

Off-market property, pre-market property, post-market property… 

What does this all mean? 

Today, we're going to unpack this for you.

AJ Sharma, Head of Acquisitions at the InvestorKit team, joins us today to deep dive into his four secrets and tips around getting off-market, pre-market, and post-market properties. Tune in to hear more about actionable items and key takeaways to grow your portfolio and make all the right moves.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• What is an off-market and pre-market deal? [1:16}
• Strategic activity through numbers [6:01]
• How to target high-performing agents in the suburbs [8:06]
• Timeblocks - how effective are they? [11:24]
• Relationship building with top-performing agents [12:48]
• How to improve relationships with agents [14:38]
• When is a good time to call an agent? The power of timing [15:21]
• How to make the experience of dealing with you convenient for the agent [16:22]
• Communication is what gets you to the next level [17:53]
• The importance of criteria and how it helps in securing pre-market and off-market properties [19:15]
• Don’t forget the boring stuff. Have a tidy data record [21:30]
• Windows are short for booming areas [23:25]

 

About our Guest:

AJ Sharma is the Head of Acquisitions here at InvestorKit. He has been in the business together since we first started almost 5 years ago, and is a very dear friend. He leads the InvestorKit acquisitions division, leading property acquisitions specialists to source, conduct due diligence and analyse on and off/post/pre market properties for our clients. AJ also holds a bachelor of property( development, valuation and investment). 

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

 

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Let’s face it, there is no magic pill in building passive income. There is no silver bullet to get rid of all the stumbling blocks that come along with it. 

How important is the acquiring phase? 

Should you do it quickly? Should you do it slowly? 

Should you KEEP buying?

Today, we’re going to unveil it for you.

Kev Tran, Buyer’s Agent here at InvestorKit joins us today to dig into the little known secrets, more truth than anything, in building a scalable and sustainable passive income.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• It takes time to build a passive income [3:12]
• Do you need to keep accumulating properties? [5:58]
• What is a forward-moving asset? [7:20]
• Visualising the portfolio mapping software [8:31]
• The acquisition window needs to be as small as possible [13:31]
• How to be disciplined with your savings [16:19]
• How important is consolidation? [17:21]
• How to service more debt [21:23]

 

About our Guest:

Kevin Tran is a very experienced buyer's agent here at InvestorKit. He is also an investor himself, holding a multi-million dollar property portfolio. He has purchased over 70+ properties for buyer's across Australia, and values the importance of balancing high capital growth and healthy cash flow when investing in Real Estate. He helps investors catch up on lost time and scale to 3+ properties by avoiding underperforming property purchases. 

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

 

Connect with Kevin Tran:

• Website: https://kevtran.com.au/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

‘’Do I use a buyer's agent?’’ ‘’Do I not use one?’’

If you’re planning to kickstart your property investment journey or have already started… I’m pretty sure that you have deliberately asked yourself that question. 

As a buyer, how can you ensure that your best interests are being protected? The property investment journey can be quite daunting for some, and having a pro on your side is a game-changer. But…when is this going to be of value? When should you USE and NOT USE a buyer's agent?

Lewis Capner, Senior Property Consultant at InvestorKit, joins us today to bring you the answers to these questions. We will deep-dive into the benefits, the downside, and the pros and cons of using a buyers agent so you can decide if hiring one is equitable for you.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• The common impacts of not using a buyers agent [3:21]
• When not to use a buyers agent [6:28]
• The importance of having adequate buffers [9:49]
• Accountability partner [14:24]
• What makes a very successful client? [18:52]
• The top 3 reasons of using a buyers agent [19:56]

 

About our Guest:

Lewis Capner is a Senior Property Consultant here at InvestorKit. He speaks to 50, up to 80 people in a month about their finances, their property journey, their goals, and what they are looking to get out of investing. With careful market analysis, he provides property investment insights to clients and makes sure that all these fit into your long term goals and property investment portfolio. 

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

 

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

It is indisputable, there is no general one-size-fits-all guide to property investing. 

But we’re here to put some common myths to scrutiny and set the records straight.

There are plenty of misconceptions about real estate investments that you need to steer clear of. Most often than not, this holds people back and influences the decision-making process. 

And yes… This is especially challenging if you’re new to the game.

Are you letting these myths take control of your property investing journey?

Junge Ma, Research Analyst at InvestorKit, joins us today to deliberate about the common myths and beliefs that investors are led to believe. We have heard untrue stories and tales, but we got all the data to back up the claim. 

While it’s essential to dig deep for valuable information about property investing, we have done the research and the groundwork for you. Tune in to hear more about how we unlock the research on these 4 investing myths in the property investing world.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• The exterior, number of beds and baths - are these important? [2:22]
• The importance of comparable analysis [5:21]
• Brick houses vs. Weatherboard houses [5:56]
• Capital City vs. Regional City: [7:58]
• The growth difference of Regional New South Wales and Greater Sydney [9:12]
• Do markets really grow constantly and consistently? [12:34]
• Sydney vs. Brisbane - The 20 year growth data [14:32]
• Can you achieve capital growth and positive cash flow at the same time? [16:27]

 

About our Guest:

Junge Ma is a Research Analyst at InvestorKit. She conducts market research, analyses and completes due diligence on potential investing locations for the acquisitions team. She is the superstar behind all the tools, data sets, insights, and research reports here in InvesorKit.

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

There is no denying it, the first step to anything is deciding to start. 

Real estate investment doesn’t come with a blueprint.

But…There are hefty ways to get yourself in the mindset of the pros. 

If done right, your investment journey can be tremendously lucrative.

Amol Khuntale, Director and Mortgage Broker at ASK Financials, joins us today to share his exciting journey to 9 investment properties to date. And mind you, he isn't the typical investor who caps out at one or two investment properties.

With his insider industry knowledge being a mortgage broker and as a client of InvestorKit, we will go deep into some of the tips, things he's picked up on his mindset of investing, and his overall journey… 

Reflecting on what's gone well, what he's improved on, and where he's going with his portfolio. 

Tune in to hear from him and learn some tips that will help you diversify your investment portfolio and scale your journey to new and greater heights.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• Goal setting and taking action [1:55]
• The power of reflection [3:55]
• When one investment doesn't go well, how do you get past that barrier without any conflict? [4:10]
• Investing during the pandemic [4:43]
• How being a mortgage broker has prepared him for investing [4:58]
• Common mistakes when people are trying to build a portfolio [6:43]
• His personal mindset change [7:45]
• The benefits of professional relationships like buyers agents [9:24]
• The things a typical investor keeps missing out [10:20]
• The trick to building resiliency [11:57]
• Borderless investing [13:10]
• The tips to building your portfolio [14:14]
• The balance between price/affordability, rental yield, and capital growth  [15:20]
• With rising interest rates, should we change our goals? [16:19]

 

About our Guest:

Amol Khuntale is the Director and Mortgage Broker of ASK Financials. He has picked up four properties with the InvestorKit team, but has a portfolio of nine properties to date. They have been helping investors navigate the choices and changes in the market. And most importantly, help manage the whole process for you.

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

 

Connect with Amol - ASK Financials:

• Website: https://askfinancials.com.au

 

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

With heat in various sub regions across Australia, emotion is the main enemy when it comes to property investing. With the behavioral impulses of emotional buying, it is paramount that you steer clear of getting coiled up in media hype.

Buy low and sell high, they say.

But is that really the key?

Learn these 5 key points on how NOT to sabotage your investment goals, and the simple science behind property investing.

Kane Dury, Buyers Agent at the InvestorKit team joins us today to take us through the 5 tips that will help you nail your next purchase and scale your portfolio to new heights.

We will delve into some actionable tips to ensure that you don't overpay…

And also that you don't focus on the little things that may not matter as much. 

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• FREE Resource: Due diligence Keypoints and Comparable Analysis [1:09]
• Kane’s multi-property portfolio [2:09]
• What is a Due diligence checklist and why is it important? [3:01]
• How important is nailing comparable sales? [6:07]
• Buyers not wanting to overpay [7:06]
• Superior or inferior properties [8:19]
• Things that buyers should pay attention to when they are looking to rate a property [9:12]
• Comparable analysis [11:49]
• Tips for understanding campaigns [13:06]
• Cash flow assessments [13:50]
• What matters and what doesn't matter in a portfolio [18:17]
• Property planning [21:09]

 

About our Guest:

Kane Dury is a Buyer's agent at the InvestorKit team. He’s helped purchase close to 150 properties over the last 15 months. Personally, he also has a portfolio of seven properties, and was a client of InvestorKit prior to joining the team. As a buyer’s agent, he’s written over millions in loans in his prior career as a mortgage broker and experienced helping over 100+ first-time investors and seasoned pros purchase their investments.

 

Links from the show - FREE Resource:

• Acquisition and Due Diligence:

https://www.investorkit.com.au/reports/investorkit-acquisition-and-due-diligence-1-pager

Password: InvestorKit 

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

 

Connect with Kane:

• Website: https://kanedury.com.au/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

You can jump-start an engine or you can jump-start your property investment journey.

It’s no secret, we all know property investing is a long game.

And oftentimes… People just don't realize how long. 

Are you ready to build positive strides for your financial future and create a sustainable passive income? 

Tune in to this episode and we’re going to plunge into some tangible tips to ensure your property investing journey is as smooth as possible. 

Episode Highlights:

• Welcome to InvestorKit Podcast [00:00]
• Repairs and Maintenance: is it as bad as it sounds? [2:23]
• Risk Management [6:28]
• Having a buffer is key [6:46]
• What happens if you don’t have a buffer in place? [8:01]
• How to unlock equity and create buffers [9:27]
• Finance tips to make your investment journey a whole lot easier [10:53]
• Principal and interest repayments, or interest only? [11:22]
• Rent and property values - keep your finger on the pulse [12:32]
• The key things to making your investment journey easier [14:35]
• Post settlement catch-ups in InvestorKit [15:58]

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
• Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615
• Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

The core thing that we’re having an issue with right now is that recency bias has kicked in for many investors.

Markets have decoupled from their one direction of growth that happened over the last couple of years. Question is… are you badass enough to admit that there is no such thing as ‘’THE’’ property market?

In this episode, we will deep-dive into Australia’s multiple markets and tread across the different core market categories.

If you want to make it big and breeze through the property investment sphere like a savage, tune in! 

 

Episode highlights:

1. The difference between the Property Nerds Podcast and the InvestorKit [0:16]
2. InvestorKit - who are we? [1:16]
3. Recency bias have kicked in for many investors [3:45]
4. The macro fundamentals affecting Australia’s market [4:09]
5. Over the last 1-2 years, have properties really grown double digits? [6:02]
6. Top 10 Regional SA3’s with highest 12-month growth value [7:03]
7. The market in capital cities - the top 10 regions for gains [9:44]
8. There’s no such thing as ‘’THE’’  property market [11:30]
9. As an investor, how do you protect yourself when the market is erratic? [11:34]
10. The 2 most common trends in the market [12:42]
11. The 3 core market categories [15:21]
12. What are the 6 core indicators we look for when assessing which market position a property may be in? [20:20]

 

Resources:

• The overvalued or undervalued market analysis
• Our Market Categorisation research - How we spot and categorise markets around the country into separate buying windows: drop our team an email at [email protected]

 

Subscribe: 

○ Subscribe on Youtube: https://www.youtube.com/@investorkit3615

 

Connect with InvestorKit:

• Website: https://www.investorkit.com.au/
• Send in your questions to: [email protected] 
• Follow us on Facebook: https://www.facebook.com/InvestorKit/
• Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en

 

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more!

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.