Sheppard YOUR INVESTMENT OUR Prepared for 38 Maud Street, Unley PROPOSAL Proposal Introduction THANK YOU FOR THE OPPORTUNITY Sarah has over 20 years experience in selling, renovating, leasing and managing Adelaide real estate and she loves her job! Sarah enjoys guiding others through their property journey and can provide valuable assistance including: - Renovating for long term or short term gain - Securing a property to live or rent out (including negotiating or bidding on clients behalf) - Setting up an investment property so it operates as smooth as possible from day 1 - Preparing a property for sale is also one of Sarah's biggest strengths Having set up the family business back in 2004, Sarah and her husband Mark Sheppard have gone from strength to strength and now operate two strong sale and rental teams located in both the Eastern and Western suburbs of Adelaide, enabling them to cover all Metro Adelaide with ease. Sarah and Mark surround themselves with quality people and pride themselves on the fact that 85% of their clientele are either referred to them from a happy client or return to them after having used their services before which saw Harcourts Sheppard take out the coveted Harcourts International #1 Client Experience O ce and Sarah Sheppard as equal 2nd Client Experience Individual Award Internationally! When Sarah isn't working, she enjoys quality time with her two boys, shing, snowboarding, spending time in the garden or enjoying the company of those nearest and dearest to her. Sarah Sheppard Business Owner/ Investment Manager 0 4 1 2 9 9 1 4 9 3 sa ra h .sh ep p a rd @ h a rcou rtssh ep p a rd .com .a u Understanding Your Investment Journey WE CREATE TAILOR MADE SOLUTIONS FOR ALL OF OUR CLIENTS Owning an investment property is more than simply securing tenants and collecting the rent. Our goal is to partner with you to achieve your nancial goals. For you to achieve the most successful outcome, it is important for us to understand you and your individual situation. The following questions will help us guide you for maximum results. Please feel free to answer the questions to the right as best as you can to help us determine the right course of action for you and your property. Is this your rst investment property? Have you managed your own investment properties before? Do you currently own any additional investment properties? What is your ultimate goal for this property? What are you looking for in your property manager? Would you like a second opinion on your investment property nance? 1 2 3 4 5 6 Why Choose Harcourts Sheppard? YOUR PROPERTY DESERVES THE BEST The o ce to write a brief paragraph on the success of the business, any PM awards, number of clients they manage (landlords and tenants). Answer these questions to show why you are the PM business of choice: 1. How often do you communicate with me? 2. How will you nd me a tenant quickly? 3. How can I be sure you are securing me the best tenant for my property? 4. What if the tenant does not pay rent on time? 5. What if the tenant damages my property? 6. How often do you inspect my property? 7. How do I know I am getting the highest rent? 8. How experienced are your team? 9. How much does your team know about legislation? 10. Why should I choose you? Our Team, Your Support INVEST IN THE TEAM THAT INVESTS IN YOU Awarded for our bespoke and personal approach to real estate, we offer strategic marketing, genuine client care, a global network and exceptional sales and negotiation skills. The team has been the No. 1 Harcourts Client Experience O ce International and home the most talented, committed and driven team of sales and property management. We are Harcourts South Australia’s one of the largest and most awarded businesses ready to help you achieve your real estate goals. 2021 Awards - Harcourts CX O ce International 2021 2019 Awards - Top Property Management - Titanium Annual Award Property Management Process People o en ask what managing an investment property involves. Here is a simplified guide to some of the key tasks we do for you on a daily, monthly and annual basis. Thoroughly assess every tenant application with full reference checks and income to rent ratio calculations. TENANT SELECTION Create a detailed written report on every room of your property with photos. This condition report is used at vacate to ensure any damages are charged to the tenant moving out. ENTRY CONDITION REPORT Process tenant rent payments and maintain a strict arrears policy. RENT MANAGEMENT We o er a weekly, mid or end of month payment cycle. RENT DISBURSEMENT We can pay all invoices and levies associated with your property on your behalf or just the ones you choose. INVOICE PAYMENTS It is essential that every rental property is safe to occupy and there are laws in place to govern this. We have trusted partners that oversee and monitor the legal requirement around compliance of a number of areas including swimming pools, spas, smoke alarms, electrical safety switches, cords and blinds. COMPLIANCE Our portal allows you to access your financial statements 24/7. FINANCIAL STATEMENT All maintenance requests will be processed and managed in accordance with your management agreement. PROPERTY MAINTENANCE Conduct a number of inspections throughout the year and provide you with a detailed report and photos. This is to ensure there are no damages to the property or maintenance items that could cause long term issues if le unrectified, such as blocked gutters, roof leaks or mould. PERIODIC INSPECTIONS Professional conduct all negotiations with tenants. NEGOTIATION Act in accordance with your instructions around lease renewals and conduct a rental market appraisal each time. LEASE RENEWAL Our goal is to negotiate all situations to a desired outcome, however there are occasions where this is not the result. If mediation or tribunal is necessary during any tenancy, we will prepare all documentation with timelines of actions and evidence and will appear on your behalf. TRIBUNAL Manage the full tenant vacating process including finalising the bond, ensuring the property is ready to lease and co-ordinate the next tenancy, all with minimum vacancy of your property. END OF TENANCY Management Workflow PROPERTY MANAGEMENT CONTINUOUS LIFECYCLE Partnering with us as your trusted advisors to manage your investment property is a journey we take together, o en for many years. Our workflow ensures consistency with your tenants every time. How We Compare MAKING THE RIGHT CHOICE Todayʼs tenants are educated and have choices when it comes to selecting a rental property. We know how to make sure your property stands out against competing properties and attracts the strongest interest. Benefits of High Profile Marketing Our goal is to achieve the best possible result, in the shortest possible amount of time – so that you can spend less time stressing and more time doing the things that are important to you. Downside of Poor Marketing Poor marketing results in less tenant enquiry, longer days on market, and limited or no tenancy applications from prospective tenants. Sometimes poorly advertised and marketed properties generate no tenancy applications, and owners are forced to reduce the asking price per week to try and find tenants. Marketing Essentials MAKING THE RIGHT CHOICE Each property is professionally photographed and o ers a floor plan to really showcase what your property has to o er. Communication is imperative so our will keep you updated on the status of prospective tenants a er each open inspection or private viewing. - Sarah Sheppard - Investment Manager - Ali Murray - Leasing Manager - Jeremiah Filipinas - Inspection Manager - Cheryl Kedgley - Property Manager - Amelia Gill - Property Manager - Cara Merrett - Property Manager - Shane Boon - Property Manager - Georgia Starr - Property Manager - Kayla James - Property Manager Assistant For Rent Signboard If applicable, a signboard on a rental property can be the ideal way to attract a tenant who may be visiting the neighborhood or see it when driving by. People who already live in the area may be looking to move into a new property, so this is a very cost-e ective tool to use for marketing in conjunction with some of our other ones. Property Brochure A strong point of di erence for our leasing strategy is the use of brochures, again a similar standard to the sale of a property. Copywriting – Advertising Text We pride ourselves on our ability to create engaging copy that also highlights the features of your property. We know which key points to include that will be of interest to the category of tenant we anticipate will be interested in your property. Real Estate Websites We upload your listing to a number of real estate portals that bring the highest source of rental enquiry to us. These include but aren't limited to; - realestate.com.au - domain.com.au - harcourts.com.au We can discuss with you the various packages that Your Future, Our Promise OUR SERVICE PROMISE TO YOU AS A CLIENT - Respond to your phone calls or emails by the close of business each day. - Any phone calls or emails received a er close of business will be responded to by midday the following day. RESPONSIVE - Provide you with a comparative market analysis of your investment property comparing it to similar properties in your area. - Provide you with an annual sales comparative market analysis so you can be informed as to the value of your property throughout your investment journey. INFORMATIVE - Market your property to attract the best tenant at market rent in the shortest amount of time. - Advertise your vacant property onto several real estate portals along with the Harcourts website. DELIVERABLE - Provide you feedback a er every leasing inspection. - Conduct a full induction with every new tenant. - Provide access to your landlord portal allowing you access to your property reports 24/7. COMMUNICATION - Conduct a thorough tenant selection process including national database tenant checks. - Create a detailed report of the property including photos and inventory list if applicable. - Prepare all tenancy documents in accordance with the (o ice to insert their State equivalent Residential Tenancies Act). - Ensure a full bond has been paid prior to releasing keys to the tenant. ATTENTION TO DETAIL - Be proactive with regards to rent increases at lease renewal time so your property is achieving maximum results for the current market conditions. - Work proactively with your tenants for on time rental payments. - Manage maintenance and repairs in accordance with your instructions. - Conduct routine inspections of your property providing you with a detailed report and photos for peace of mind. - Provide you with a full service property management experience. PROACTIVE - Be your TRUSTED property management advisors! DEPENDABLE Commitment to delivering an exceptional level of service Our mission is to create clients for life. To achieve this, we commit to Our Promise; a written assurance that we will deliver you an exceptional level of service and, most importantly, deliver on your primary objective – to achieve the best possible result for your investment property. We Manage Your Property as if it Were Our Own. If we are not able to provide you the above services or provide a satisfactory resolution for you we o er to refund you three months management fees and the opportunity to cancel your management agreement without penalty - we stand behind our promise! Our Professional Success-Based Fees WE GET PAID WHEN WE DELIVER A RESULT FOR YOU 7-8.8% Management Fee (on rent collected) 2.2 WEEKS RENT Finding Your Perfect Tenant Fee 1.1 WEEKS RENT Lease Renewal Fee (payable on fixed leases only) $33 (EVERY 16 WEEKS) Routine Inspection $295 Premium Internet Listings $130 Photography $88 Floor Plan $9.90 Monthly Administration AT COST South Australian Civil and Administrative Tribunal $110 End Of Financial Year Statement VIRTUAL FURNITURE/ DECLUTTERING $66 PER IMAGE Additional Marketing Options $450 ALL FEES ARE INCLUSIVE OF GST Property Video - Not Required Our goal is to provide you the highest net return on your investment year on year. In order to achieve this, you need to partner with a highly-trained team of property management professionals. When it comes to property management fees, keep in mind that the lowest advertised fee on the market does not always relate to the highest amount of income for you. Like most things in life, you get what you pay for! Having the wrong person manage your property can become a very expensive exercise depending on their level of experience and expertise around marketing your property for lease, the process with tenant selection, their negotiation ability, their systems to manage maintenance and rent arrears and conflict resolution skills. We pride ourselves on our ability to o er the highest level of service in all aspects of managing your investment property and our skill level may mean you save thousands of dollars by managing it the right way. Keep in mind that all our fees are tax deductible and we are only paid when the rent is paid! Our Rental Price Recommendation OUR COMPREHENSIVE ANALYSIS HAS TAKEN INTO CONSIDERATION - Comparable rental market - Current rental demand - Availability of similar properties Our approach and marketing strategy is firmly geared around creating a competitive rental environment for your property. We believe the most likely achievable rent in the current market for your 3 bedroom home is is between $630-$660 per week Next Steps YOUR INSTRUCTION TO PROCEED Selecting the right property management business to partner with is an important decision because you are entrusting us to manage your investment along with the tenants who reside there. Your peace of mind will be a direct result from us doing what we say we will do and keeping you informed every step of the way. This is a business decision – and itʼs based on your careful consideration of who will be able to find you the best tenants at the highest market rent, maintain your asset throughout your investment journey and achieve the result you deserve. Getting started is simple! All we need are the following items in order to begin our management partnership: Signed agency agreement/Management agent instruction form Book professional photography/floor plan (Not Applicable) Date the property is available to lease (Not Applicable) We will then introduce our property management team to you. Collectively, we will be your trusted advisors throughout your investment journey with us. We WILL proudly manag e your propert y! Sarah Sheppard Business Owner/ Investment Manager 0412 991 493 sa ra h .sh eppa rd @ h a rc ou rtssh eppa rd .c om .a u Ready to take the next step? Sheppard 208D Henley Beach Road Torrensville 08 8352 8111 sh eppa rd property @ h a rc ou rts.c om .a u Connect with us on social! Copyright © 2021 Harcourts Sheppard All Rights Reserved. Privacy Policy | Powered by RealBase Engage