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.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.