Frequently Asked Questions

Portfolio Builder automates the investment analysis for single and multifamily rental property investors who are building a portfolio across one or more markets. Our AI helps you conduct research, discover and characterize markets. At the property level, it extracts financial data from property reports, memos or pro-forma, scores each property against your own investment criteria, and presents analysis in five compliance cards. All this results in a recommendation: INVEST, CAUTION, REJECT. You pick properties to add to your portfolio. You can then see the financials: cash flow, equity growth, depreciation and other financial metrics at the portfolio level.

There are chat options both at the national and individual market levels where you can chat with our AI about almost anything related to rental property market conditions. Ask questions about best markets to invest in, property tax, insurance trends, vacancy rates etc, almost anything you wish to know. Keep all your research in one place, add PDF files and web links to augment and grow your research base.

1031 exchange requires selection of replacement properties quickly in 45 days. This is a very small time window, especially for users who have large investments to redeploy. It puts a lot of pressure in selecting markets, properties and analysis at the portfolio level for verification. Portfolio Builder has AI capabilities to speed up discovery and selection of investments. It provides a 1031 dashboard to keep track of replacement of cash and debt portions of the 1031 exchange, the BOOT value and tracks deadlines for 45 day ID and 180 days closing requirements.

Absolutely, the basics of market discovery, property scoring and portfolio level financial metrics are the same. The 1031 dashboard is a special overlay selectable when you set up the basics such as total cash to invest and total debt you can carry. In case of 1031 exchange, these numbers will come from the property you are exchanging.

Those are general-purpose calculators. Portfolio Builder is built specifically for creation and analysis at the portfolio level. It supports 1031 exchanges where a large sale may result in having to quickly build a portfolio of rental properties within the 45 day window. To speed this up, it reads investment listings, packages, pro-formas or DealCheck exported reports directly, applies a rules-based fiduciary scoring engine across five filters, and tracks a full portfolio across markets, not just a single property at a time. It also provides a 1031 dashboard to keep track of replacement of cash and debt portions of the 1031 exchange, the BOOT value and deadlines for 45 day ID and 180 days closing requirements.

You set up your investment goals, what a good deal looks like to you: minimum cap rate, rent-to-value and whether financed or not, interest rates and other details. The extraction of property data and the analysis is presented in our five-part evaluation engine - the Core Investment Compliance cards: Data Quality, Fiduciary (cap rate, cash-on-cash return, LTV, break-even occupancy, net cash flow), Market Fundamentals, Price-to-Rent Ratio, and Capital Preservation. Every property receives a verdict of INVEST, CAUTION, or REJECT.

Upload a PDF investment package (property brochure, pro forma, or similar) or an exported report from sites such as DealCheck, and our AI will extract purchase price, rent, expenses, cap rate, and cash-on-cash return automatically. You can also enter property criteria manually.

Yes, you can compare up to five properties side by side, with data across all financial metrics and filter verdicts. Compare properties in different markets and see the effect of local market conditions on returns of your investments.

YES. The data you enter is not shared with other users. Note: your AI interactions are subject to the privacy terms of our AI providers. Read the privacy and terms and conditions pages on our website. Your use of Portfolio Builder is conditional on your acceptance.

NO.