Smart Zip Reviewers Guide June09

© 2009 SmartZip Confidential & Proprietary

SmartZip.comReviewer’s Guide

June 2009

2


Table of Contents

Topic Slides

Introduction 2

SmartZip ScoreTM

What is SmartZip Score? 3

Understanding SmartZip Score 4

Overview: How to Use SmartZip? 5

Find Your Ideal Investment

Research, compare and identify the best places to invest 6-11

Search re-sale & foreclosure listings based on investor criteria

12-17

Analyze properties for monthly cash flow and long-term ROI

18-21

Connect with local real estate experts to transact

22-23

Jump-start your investment search

SmartZip 100TM top-rated properties 25

SmartZip Top 10 MarketsTM 25

Learn, network and share your investment experiences

SmartZip Quick Tour 27

SmartZip TownHall – online social network for investors

28-31

Feedback 32

3


Introduction

• SmartZip Overview– Independent, analytics-based ratings

and research for real estate investment– One-stop online destination for real

estate investors

• Value to Investors & Home Buyers– Research and identify the best places to

invest– Rate, compare and confirm the best

properties to buy– Acquire, finance and manage properties

through real estate local experts

• Value to Sellers and Listing Agents– Market properties to national buyer pool– Calculate the best price for rapid sale– Instill confidence in the value of a

transaction

4


What is a SmartZip Score™?

The first analytics-based investment RATING for residential real estate

Communities

Compare

Confirm

Confidence Peace of Mind

Real estate

investorsHomebuye

rs Properties

Rate

Know if a property is really worth buying

5


Understanding SmartZip Score™

• Risk-adjusted return over 10 years• Relative scale of 1:100

– 80+ equates to “*****” rating• Over 12 M properties rated in CA &

FL• Each property has 2 Scores:

– Growth: Risk-tolerant investors seeking above-average capital appreciation

– Income: Risk-averse investors seeking monthly cash flow

84 71

6


Overview: How to Use SmartZip

1. Find Your Ideal Investment– Research, compare and identify the best

places to invest– Search re-sale & foreclosure listings

based on investor criteria– Analyze properties for monthly cash flow

and long-term return on investment (ROI)

– Connect with local real estate experts to transact

2. Jump-start your investment search– SmartZip 100TM top-rated properties– SmartZip Top 10 MarketsTM

3. Learn, network and share your investment experiences– SmartZip Quick Tour– SmartZip TownHall – online social

network for investors

7









3. Learn, network and share your investment experiences– SmartZip Quick Tour– SmartZip TownHall online social network

for investors

8


Start Your Market Research

• Select your state – CA or FLor

• Click on ‘Search Properties’

9


Use Visual Heat Maps to Dive into Local ‘Hot Spots’

1. Start by viewing county-level heat and details

2. Select your heat criteria from drop-down menu

3. Find top-rated counties (red color is best)4. Zoom into the city-level using:

– Map’s zoom features, or– Click on a county, and select ‘Zoom

Map’

2

3

4

1

10


View City-level Heat & Averages

1. Click on a city on the map to review city averages

2. If you like a city, you can then:– Jump directly to search listings for the city– Zoom into a map of the city – “Zoom Map”– Add it to the “Compare List” by clicking

“Compare”

12

11


Add More Top Cities from Market Table to Your Compare List

1. Sort market table by column based on Score, list price, $ per Sq.Ft., Cash Flow, etc.

2. Find your cities of interest3. Click on city name – select ‘Add to

compare’4. The ‘View Compare’ button will activate (if

not already active) on the first compare selected

1

3

4

12


Compare Cities to Assess Relative Investment Potential

• Click ‘View Compare’ to see comparison chart

• Compare investment potential based on Scores, market/economy, lifestyle, and property data

• For any city, click on action icons below city name to see the city on map, or search listings in that city

• To go back to market table, click ‘Back to Cities’

13









3. Learn, network and share your investment experiences– SmartZip Quick Tour– SmartZip TownHall – Online social


14


Search Listings in a Chosen City

There are 4 ways to search for listings in any city:

1. Click search icon on Market Comparison chart (on previous page)

2. Select ‘Search listings’ from city pop-up on map

3. Select Search listings’ from city pop-up in table

4. Enter city name in the search bar

2

3

4

15


Set Advanced Search Filters

1. Click on “Advanced Search” to optionally, narrow your home search using two types of search filters:– Investor criteria: Strategy, Score, Cash

Flow, Price, School and Safety Ratings– Property attributes: Type, Bed, Bath,

Size, Lot, Price per Sq.Ft.

1

16


Review, Sort & Filter Home Search Results to Finalize your Choices

1. Re-sort list based on other preferences2. Narrow your results using search filters3. Review investment data by hovering over

a listing4. View Foreclosures or re-sale listings5. Show (or hide) map to see listings on a

map6. Click ‘Details’ to view property details

1

2

3

45

6

17


Review Property Snap-Shot

• Listing price and property attributes• Property’s Growth & Income Scores• Investor SmartFacts on the property• For more details on listing, go to listing

website

18


Review Property’s Investment Facts

• Star-ratings compare property’s investment value against other properties in its city, metro and state

19











20


Analyze Property’s Cash Flow

• Default cash flow based on SmartZip analytics on rent, vacancy, maintenance expense, etc.– Assumes 20% down, 30-year fixed loan

• Customize cash flow by changing parameters

21


Analyze Property’s Return on Investment (ROI)

• SmartZip forecasts 5, 10 and 15 Year appreciation

• ROI based on total income and expenses over the holding period

• Customize ROI by changing forecasted appreciation or commission at sale

22


Rate & Analyze ANY Property

• We have rated all properties (in CA & FL, two of the most opportunity-rich states)

• Enter address of ANY single family home (includes 1 to 4 units homes, condos and townhouses) to get its SmartZip Score and evaluate its investment potential

23











24


Contact Local Real Estate Experts to Acquire, Finance & Manage

• Pre-qualified network of:– Local buyer’s agents– Lenders & closing services– Property managers– Other home service professionals

25











26


Analyst-Picked Top-rated Investment Markets & Properties

• Jump-start your home search with top-rated markets and properties hand-picked by SmartZip analysts

27











28


SmartZip Quick Tour

• Learn more about SmartZip Score and site features

29


SmartZip TownHall: Online Social Network for Investors & Buyers

• Share, Learn and interact with other investors, home buyers and local real estate experts

• Create your own personal blog page• Ask questions and help other people with

your insights• Subscribe to content with RSS

30


SmartZip TownHall: Personal Blog

• Create and syndicate your personal blog page

• Build your personal brand

31


SmartZip TownHall: Q&A Forum

• Ask and answer questions• Sort activity based on date and popularity• Search articles using keywords

32


SmartZip TownHall: Blogs

• Read other blog articles• Search blogs by date, popularity or keyword• Contribute your own article

33


Thank You!

• For more information or feedback– Email [email protected]

or– Click the ‘Feedback’ button on any page

mailto:[email protected]

mailto:[email protected]