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Introducing the Wealth Optimizer Portfolio, the reimagining of the Wealth Optimizer tool designed to deliver more value than ever.

  • house-icon No limit on the number of properties you can analyze
  • house-icon Reports that auto-save
  • house-icon Additional new features that are ideal for investors
    of all experience levels and much more.
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Gain access to a suite
of powerful features, like

  • search-icon Real-time performance tracking & much more
  • investment Customized investment scenarios
  • analysis Comprehensive financial analysis
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The Industry’s Best
Rental Property Investment Dashboard

Committed investors leave no stone unturned. Visualize your rental property portfolio’s performance or zoom in to analyze individual properties. Metrics include

  • house-icon Net operating income
  • house-icon Appreciation
  • house-icon Cash on cash return
  • house-icon Return on investment (ROI)
  • house-icon Equity
  • house-icon Tax benefit
  • house-icon Cap rate

Wealth Optimizer Portfolio is our newest and most powerful dashboard to monitor performance and ROI of your rental property portfolio. It provides a 360 view of each individual property and a combined performance view. Must have features are all included in this powerful sleek tool.

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Real-World Data

In real estate investing everything is a financial variable. Wealth Optimizer Portfolio connects to publicly available tax and property information, recent property assessments, and local market trends to provide greater visibility of potential financial performance of prospective real estate acquisitions. It makes rental investment planning easier, less risky, and more rewarding.

  • house-icon Assess tax advantages
  • house-icon Compare rental property investment against other investments, including brokerage accounts.
  • house-icon Forecast investment scenarios to compare results over time.
  • house-icon Track potential acquisition targets
  • house-icon Identify underperforming properties
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