Every month
Monthly Wealth Briefing
- · Composite Wealth Score: 9/100.
- · Monthly cash flow: $0 across 0 properties.
- · Open high-impact actions: review Action Center.
- · Portfolio Quality: 0/100.
Executive Reports
Executive Reporting Engine
Monthly briefings, quarterly reviews, annual reviews, portfolio expansion reviews, and financial independence reviews — generated automatically from your portfolio.
Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice
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Every quarter
Quarterly Wealth Review
- · Wealth Preservation Score: 0/100.
- · Growth Score: 0/100 · Risk Score: 0/100.
- · Re-test stress scenarios (+1% rate, 10% vacancy).
- · Re-baseline reserves and refinance opportunities.
Once per year
Annual Wealth Review
- · Financial Independence Score: 18/100, target reached in ~21y.
- · Investor Score: 0/100 (Beginner).
- · Re-evaluate insurance, umbrella, and estate plan.
- · Re-baseline 10-year forecast and acquisition cadence.
Semi-annual
Portfolio Expansion Review
- · Expansion Score: 30/100.
- · Capital capacity: $0.
- · Acquisition headroom: ~0 deals at $60k cash-to-close.
- · Re-rank top 3 acquisition theses each cycle.
Annual
Financial Independence Review
- · Progress to FI target: 0%.
- · Passive income in 5y: $1858/mo.
- · Passive income in 10y: $4012/mo.
- · Years to freedom: 21.
Premium Reports 10.0
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