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Portfolio Growth Strategy

Assess your current holdings, calculate available equity, and model tax-deferred growth strategies.

5 Steps 30 min Advanced
1
Step 1 — Assess current holdings
Portfolio Manager

Review your entire portfolio — property values, cash flows, equity positions, and overall return metrics.

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2
Step 2 — Calculate available equity
Home Equity Calculator

Determine how much equity is accessible across your portfolio for reinvestment through refinancing or sales.

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3
Step 3 — Model tax-deferred growth
1031 Exchange

Plan 1031 exchanges to defer capital gains and reinvest proceeds into higher-performing properties.

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4
Step 4 — Project future values
Sensitivity Grid

Forecast property values across your portfolio using scenario analysis and sensitivity modeling.

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5
Step 5 — Aggregate portfolio cash flow
Cash Flow Calculator

Combine all property cash flows to see your total portfolio income and identify underperforming assets.

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💡 Key Insight

Reinvest 70% of equity gains, reserve 30% for an opportunity fund. This balance lets you grow while staying liquid for off-market deals.

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