For 1031 exchange investors
Property Analysis & Portfolio Builder for Investors
Institutional-grade Portfolio Builder automates the financial underwriting of single-family rental replacement properties, so you can evaluate deals with the same rigor as an institutional fund, in a fraction of the time.
AI Research Chat
Chat with our AI to research markets, get answers about rent trends, appreciation, taxes, regulations, and much more.
Portfolio View
View financial projections across your entire portfolio: cash-on-cash return, return on equity, tax & depreciation, DSCR refinancing, and much more.
One Collection
Save your research, analysis, PDF reports, news, and weblinks all in one place, not scattered across folders and spreadsheets.
Private access · Early access / beta
Your Investment Criteria & Compliance Record
Every rental investment property is scored against your own investment rules across five filters, producing an objective verdict: INVEST, CAUTION, or REJECT.
Data Quality
Confirms every figure pulled from an offering memo or DealCheck export is complete and reliable before it touches your underwriting.
Fiduciary
Cap rate, cash-on-cash return, LTV, break-even occupancy, and net cash flow, scored against your own investment rules.
Market Fundamentals
Vacancy trends and rent growth for the property's specific metro, not a national average.
Price-to-Rent Ratio
Flags properties priced ahead of what local rents can support.
Capital Preservation
An inflation-adjusted exit hurdle, so the verdict accounts for what your capital needs to do over the hold period.
From offering memo to verdict
Built for investors inside the 45-day identification and 180-day closing window, evaluating multiple candidate properties across one or more markets.
- 1
Upload or enter
Drop in an offering memo, a DealCheck PDF, or enter property criteria directly. Claude extracts purchase price, rent, expenses, cap rate, and cash-on-cash return automatically.
- 2
Run the Fiduciary Filter
Five filters score the deal against your own rules and return a verdict: INVEST, CAUTION, or REJECT.
- 3
Review 30-year projections
NOI, equity, cash flow, and property value projected annually, using per-market assumptions for appreciation, rent growth, vacancy, taxes, and expenses.
- 4
Compare and track
Stack up to five properties side by side, then track committed capital and allocation across your full portfolio.
Built for the self-directed SFR investor
Not a generic calculator, not a curated deal platform. Portfolio Builder combines AI extraction, rules-based fiduciary scoring, and 30-year market-aware projections in one place, purpose-built for single-family rental investment properties.