Rma Global Ltd. · ASX:RMY
Rma Global — Canaccord (June 2020)
21 slides from Rma Global's conference presentation, Jun 30, 2020
Slide 1: Canaccord Investor Presentation
Canaccord Investor Presentation 30 June 2020 *RMA agent reviews
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer The following notice and disclaimer applies to this investor presentation (Presentation or This Presentation does not constitute an offer to sell, or the solicitation of an offer to buy, any document) and you are therefore advised to read this carefully before reading
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer Past and future performance Disclaimer This Presentation contains certain "forward-looking statements" that are based on The information in this Presentation has been obtained from or based on sources believed by management's beliefs, assumptions and expectations and
Slide 4: Highlights
Highlights RMA is a platform to promote real estate agents’ profiles and connect them with vendors Market leading position in Australia • 36,000 agents on the platform. • 81% of properties sold in FY20 sold by agents with a claimed RMA profile. • Published over 797,000 verified reviews. • Growing pa
Slide 5: RMA promotes the profile and performance of agents
RMA promotes the profile and performance of agents. RateMyAgent Products Across the Sales Cycle Prospecting Prospecting Buying Feedback Monitoring – Passive – Active Negotiating and and and Planning Consumers Consumers Selling Referrals Marketing Promoter Profiles and Listings Property Reviews Ranki
Slide 6: RMA connects vendors with the best agents
RMA connects vendors with the best agents Property transactions are unfamiliar, important and stressful • Most people buy and sell a home only once a decade • Housing is 30% of all US household wealth • Agents’ role is crucial Choosing an agent can be difficult • >1m agents in US, >35K in Australia
Slide 7: Australia
Australia 7 RMA Global Investor Update | June 2020
Slide 8: Growth in reviews and profile claims
Growth in reviews and profile claims Profile claims Reviews 40,000 900,000 35,000 800,000 700,000 30,000 600,000 25,000 500,000 20,000 400,000 15,000 300,000 10,000 200,000 5,000 100,000 - - 4Q FY14 4Q FY15 4Q FY16 4Q FY17 4Q FY18 4Q FY19 4Q FY20* 4Q FY14 4Q FY15 4Q FY16 4Q FY17 4Q FY18 4Q FY19 4Q F
Slide 9: In Australia, RMA consolidates its market position
In Australia, RMA consolidates its market position Market leading position Reviews on RMA platform (Australia) Reviewer Strong market engagement 800 Tenant Landlord • 36,000 claimed profiles 700 • Over 797,000 verified reviews 600 Buyer 500 • 81% of properties sold in FY20 were sold by agents with a
Slide 10: Audience reach for RMA's agents has significantly expanded
Audience reach for RMA’s agents has significantly expanded API syndication with Domain: agents with a RMA ‘Everywhere Reviews’: agents can display RMA reviews on subscription can display their reviews on Domain (>17m websites including Google, Facebook and Instagram. visits per month) 10 RMA Global
Slide 11: Other revenue streams – Mortgage Broking
Other revenue streams – Mortgage Broking • We launched reviews for Mortgage Brokers in May 2020 in Australia • Leverages our existing tech stack for minimal investment to open up a new market and revenue line • Logical progression in the value chain to better build trust for consumers in their prope
Slide 12: USA
USA 12 RMA Global Investor Update | June 2020
Slide 13: US claimed profiles exceed that in Australia
US claimed profiles exceed that in Australia. Target 100,000 profiles by end of CY20 Agents with claimed profiles Distribution of claimed profiles in US 60 US = 55,800 50 40 AU = 36,000 '000 30 First large 20 MLS launch 10 NZ = 2,500 0 13 RMA Global Investor Update | June 2020
Slide 14: US review volumes accelerating
US review volumes accelerating US cumulative reviews and requests Review growth strategy 70,000 • Automated “one-click” reviews through integration with Review requests 60,000 brokerage transaction management systems in 2020 50,000 • Importing external verified reviews through API First large MLS la
Slide 15: US subscriptions growing rapidly despite Covid
US subscriptions growing rapidly despite Covid US Subscriptions • Subscription sales from March 2020 400 • Majority of new subscription sales are prepaid annual 350 subscriptions 300 • Initial focus on agents to test value proposition - now shifting to higher value to Brokerages and Real Estate Subs
Slide 16: US has ~25x more active agents than Australia
US has ~25x more active agents than Australia Ratio: US/Australia Annual home sales 6.0m 0.4m 15 Annual agent ‘transaction sides’ 12m 0.4m 30 Average home price A$323K A$637K 0.5 Typical total commission rate 5% – 5.5% 2% – 2.5% 2.5 Commission/home sale A$16K A$13K 1.2 Annual agent commissions A$97b
Slide 17: RMA has a highly differentiated position
RMA has a highly differentiated position US market has positive dynamics RMA’s positioning • Agents act for both vendors and buyers • RMA collects data that has an agent focus (e.g. reviews) which is distributed through multiple channels enabling greater consumer engagement and agent control. • Agen
Slide 18: MLS rollout underpins US growth
MLS rollout underpins US growth Number of agents connected via MLS1 • MLS are data aggregation services for agents that facilitate communication and transactions Forecast 600 >30 MLS in active discussion • Agents upload data on all current and historic listings, which is then available 500 to other
Slide 19: US agent feedback
US agent feedback We have tried other platforms for getting Love the integration with social media! Love the ease of sending and getting reviews and this seems to be the only Has really helped my business! reviews and then seamlessly posting one they respond to. Definitely to social media. Thank you
Slide 20: Board
Board David Williams Sigal Pilli Philip Powell Mark Armstrong Edward van Roosendaal Non-Executive Chairman Non-Executive Director Non-Executive Director CEO and Co-Founder CTO and Co-Founder David has 35 years’ experience Sigal has over 20 years’ Philip has over 20 years’ Mark is an experienced real
Slide 21: RMA Global Investor Update | June 2020
21 RMA Global Investor Update | June 2020