portfolio-tracker

Track real estate portfolio performance by analyzing property records and monthly actuals to calculate total value, equity, debt, and cash flow. The system requires data models for property records to generate actionable insights and portfolio snapshots.

Generate tax preparation summaries for Schedule E and depreciation schedules directly from your real estate portfolio data. The Skill supports tax implication tracking and 1031 exchange planning to help investors manage their property tax liabilities.

Analyze refinance opportunities by tracking equity positions and calculating return on equity for your real estate investments. The Skill evaluates financing metrics within your portfolio to identify optimal refinance timing and equity management strategies.

Perform cash flow stress tests and geographic risk analysis by providing data models for property records and monthly actuals. These inputs allow the Skill to assess geographic concentration and evaluate portfolio risk under stressed financial scenarios.

Compare actual property performance against pro forma estimates by generating property-level reporting tables. The Skill evaluates monthly actuals alongside initial financial projections to highlight variances in individual real estate asset performance.

Manage the real estate investment lifecycle from acquisition to disposition by tracking property performance, equity, and financing metrics. The Skill supports detailed reporting and risk analysis throughout the entire holding period to optimize exit strategies.