Manage your investment properties with Real Estate Investar
Last week we teamed up with Real Estate Investar to conduct a webinar to our joint client bases. Real Estate Investar is a lot like Sharesight, but for investment properties. And like Sharesight, they're a Xero award winner.
Clients often ask if Sharesight offers a way to track property. While we do offer an unlisted investment feature, we'd argue that if property makes up a meaningful portion of your portfolio - then why not track it properly, with a purpose-built application?
Real Estate Investar offers 2 versions of their product: one for existing property owners and one for those doing research to buy property. Their app is underpinned by Xero Cashbook, which means that all your property income and expenses are tracked properly and can be accessed by your accountant. If you missed the webinar, you can view it here: On-Demand Webinar: Essential Tips For Successfully Managing Your Property And Share Portfolios.
Announcing the Sharesight Fintech Scholarship's 2024 winner
We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.
Effortlessly track clients’ trades with Sharesight and Desktop Broker
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Red flags: When should you avoid investing in an asset?
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.