Portfolio Analytics
Real-time performance tracking across all your holdings — equity, cash flow, and appreciation at a glance.
Overview
Your entire portfolio in one dashboard — no more juggling spreadsheets and bank statements.
As your portfolio grows, keeping track of aggregate performance becomes exponentially harder. Scattered spreadsheets, manual calculations, and end-of-year scrambles to compile numbers for partners and lenders are the norm for most investors.
xREI's portfolio analytics module gives you a single dashboard that aggregates total portfolio value, monthly cash flow, and return metrics across every property you own. See per-property profit and loss breakdowns, compare actual performance against your original projections, and identify which holdings are outperforming and which are dragging down returns.
Model refinance scenarios to understand how pulling equity from one property could fund your next acquisition. Generate tax-ready reports with income, expenses, and depreciation schedules that your CPA will thank you for.
Key Capabilities
Portfolio-level intelligence that helps you optimize returns and plan your next move.
Aggregate Dashboard
See total portfolio value, combined cash flow, weighted average cap rate, and overall ROI on a single screen. Track equity growth over time with built-in trend charts.
Per-Property P&L
Drill into each property for a detailed profit and loss statement. Track rental income, expenses, vacancy, and net operating income month over month.
Refinance Modeling
Model cash-out refinance scenarios to see how pulling equity from one property could fund your next acquisition. Compare rates, terms, and breakeven timelines.
Tax-Ready Reporting
Export income, expense, and depreciation reports formatted for your CPA. Generate year-end summaries, Schedule E data, and partner distribution breakdowns.
How It Works
Three steps to full visibility into your portfolio's performance.
Add Properties to Your Portfolio
Import your existing holdings with purchase price, financing terms, and rental income. Move closed deals from your pipeline directly into the portfolio tracker.
Track Performance Metrics
Monitor cash flow, equity growth, and return metrics in real time. Compare actual performance against your original projections and spot underperformers early.
Model Scenarios & Export
Run refinance models, explore disposition scenarios, and export tax-ready reports. Use data-driven insights to plan your next acquisition or portfolio optimization.
See Your Portfolio Clearly
Track every dollar, every property, and every return in one dashboard. No credit card required.