Rental Portfolio Year-End Checkup
A one-time engagement to check up on performance, spot tax opportunities, and plan your next moves.
See PricingWhat It Is
A comprehensive analysis of your rental portfolio performance and tax situation
Performance Checkup
Understand how each property actually performed this year with a detailed analysis.
Tax Opportunities
Spot tax opportunities including partial dispositions, passive loss usage, and REPS/STR possibilities.
Scenario Planning
Run 1–2 “sell/refi/1031/DST” scenarios for your worst performing properties.
Summary & Strategy
Receive a comprehensive summary report and a 60 minute strategy call.
What You Get
We start with an intake of your most recent tax return + rent roll and/or basic P&L + closing docs (if available)
Property Performance Reports
- Performance Summary: income, expenses, cashflow, debt service
- Key observations & considerations
- Capital stack, current year operations, and return metrics
- NOI table breakdown (by months, quarters, or years)
- Next twelve months cashflow projections
- Return projections YoY
- One sale projection summary (@ hold til death, taxable sale, or 1031 exchange)
Household Analysis Report
- Portfolio summary: weighted average return on equity
- Projected cashflows & negative cashflow/equity identification
- Portfolio top & bottom performers
- Current vs. Median market rents
- Ownership breakdown by entity
- Accumulated depreciation vs. depreciation available
- Passive loss carryforwards
- Memo: "3–5 key moves I'd consider in the next 12–18 months"
Tax Report
- Considerations for 2025 & Beyond: Strategic planning for future tax years.
- Tax Year Income Projections (with/without REPS, etc.)
- Material participation analysis
- Identify tax planning opportunities
- Tax bracket management considerations
Pricing
Transparent pricing based on your portfolio size.
Select Your Portfolio Size
Drag the slider to see your engagement price.
For 1 property (≤ 4 units)
What's Included:
Optional Add-On
Area Analysis Reports
Get market metrics for a city you're considering investing in.
- Crime stats relative to national averages
- Census stats (move-in trends, income levels)
- Employment stats (new jobs, employers)
- Market metrics (avg $/sqft, DOM)
- Key facts with guided walkthrough
- Deltas of key stats trending over 5 years
market report
Flat Fee
Ready to Optimize Your Portfolio?
Schedule a 60-minute meeting to walk through everything and take control of your real estate investments.
Book Your Checkup