Total Wealth. One Solution.
Open the Door to Winning Investors
Gain investor clients by instantly evaluating new investments and their entire current portfolio. Zero investing experience required. Just plug in the numbers and deliver game-changing insights they won’t find anywhere else.
21-day free trial
No commitment, cancel anytime
21-day free trial
No commitment, cancel anytime
Everything you need in one solution
Powerful tools designed for real estate professionals
Feature
Work With Investors With Confidence
No investment experience needed. Our solution helps you break into the investor world with easy-to-use tools that bring invaluable insights. With Portfolio Projector, analyze properties independently and in aggregate to deliver complete portfolio guidance with confidence.
Feature
Collaborate & Share
Client interaction has never been easier. Identify opportunities through the platform, exchange ideas, build strategies, and discuss analysis in real-time. Move from real estate agent to trusted partner with Portfolio Projector.
Feature
Client Portfolio Tracking via Database
Understand your client's investment approach from their perspective. See their complete portfolio, identify opportunities that match their strategy, and add your real estate expertise to help them achieve their vision.
Feature
Professional Analysis & Quick Calculators
Show clients how different strategies impact their wealth over time. Compare BRRRR, refinance, hold, or sell scenarios across 5, 10, 20, and 35-year timelines. Identify opportunities, highlight risks, and guide clients toward portfolio excellence. Whether spot checking a quick deal or modeling a complete investor portfolio, we’ve got you covered.
Feature
Total ROI Tracking
Show clients why real estate builds wealth. Track Total ROI including cash-on-cash returns, appreciation, loan paydown, and tax benefits. Demonstrate real estate's true long term value. Help clients stay active and in control of their real estate future.
Benefits
Your Solution to Win Listings
One dashboard for everything you need to analyze, optimize, and grow.
One Investor - Multiple Properties
Most investors own at least 3 properties. Win one, build a partnership. Create real wealth for both sides.
Close Deals Faster
Professional analysis makes clients choose you faster. Quicker decisions, more closings. Better service drives better income.
Catch Every Client's Eye
Show ROI analysis and 35-year forecasts while competitors bring standard listings. Win with professional data, not guesswork.
Be In Sync With Investors
Portfolio Projector makes you fluent in investment terms. Demonstrate your holistic approach to wealth building, earn investor trust.
Market Knowledge
Track real estate trends and spot hot markets through Portfolio Projector. Find undervalued properties first, win more listings.
Show Tax Benefits
Show tax advantages and considerations automatically. Investors expect agents who understand the complete picture. Be that agent.
Investment Clarity
Ready to Transform Your Portfolio Analysis?
Join the real estate professionals already using Portfolio Projector. Use it to make smarter investment decisions and win more investor clients. Total wealth. One solution.
Investor & Real Estate Agent & Brokerage/Teams
Client listings or professional forecasting? Choose the tier that fits your business.
From
$15
a month
Investor
Portfolios for up to 10 properties
(Add more properties: $5 per 10/month)
Monthly $15
Annually $12
Coming
soon
Real Estate Agent
Portfolios for up to 50 properties
Pricing TDB
Coming
soon
Brokerage/Teams
A customized plan for you
Pricing TBD