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All Forum Posts by: Chere Grunion

Chere Grunion has started 2 posts and replied 5 times.

PortfolioMax Tracker Your Entire Real Estate Portfolio ROI And Performance All in One Summary.



🛒Available in Etsy and in our Website at AssetAFC.com

🛒Available in Etsy and in our Website at AssetAFC.com

Have you ever wondered what the total ROI for your entire portfolio really looks like? You might have all the details on each property — the ROI, cash flow, cap rates — but what about the big picture? When you add another property to your collection, do you know if it's boosting your portfolio or dragging it down?

Imagine owning five, ten, or even 40 properties. 🏠🏠🏠 You know the ROI for each one, but what about the combined impact and total ROI of the entire portfolio? Is your portfolio healthy overall? Are your investments working together to grow your wealth, or is one property pulling down the rest? 💸

Many investors struggle with this. They track each property individually but lack a tool that consolidates everything into one clear view. 🔍

That’s where PortfolioMax Tracker comes in. This powerful tool combines the performance of all your properties, regardless of when you bought them, into a single, comprehensive summary. It offers a bird’s-eye view of your entire real estate empire. 🏢🌟

It’s simple and user-friendly — just enter each property’s details in the yellow cells. Be sure to fill out the year of purchase so the tool can automatically arrange the property returns. The tool accounts for properties purchased from 2001 onward and will automatically count and organize the returns in sequence from the earliest year.

PortfolioMax Tracker integrates with Cash Flow Analyzer Pro, providing detailed, real-time tracking for individual properties and a consolidated view of your entire portfolio. This combination ensures you have all the insights needed to optimize and track your real estate investments. 🔧📈 You can even simulate new purchases using the integrated Cash Flow Analyzer Pro and see how they will affect your portfolio. 🔄

- See the Total Cash Flow of your Entire Portfolio: Get a complete overview of your entire portfolio's performance, including cash flow, ROI, cap rates, equity and other key metrics. 💵📈

- Measure Your Portfolio’s ROI: Understand how each property contributes to your portfolio’s total returns and see the impact of your latest investments. 📊🔍

- Track Individual Property real-time ROI: Use Cash Flow Analyzer Pro to input and manage all data for each property. Keep track of real-time ROI, cash flow, and other key metrics, by monitoring changes in home value, rent, and interest rates, to evaluate their impact on returns. 📉📈

- Consolidate Your Data: Track up to 40 properties and view their combined performance over time, no matter when you bought them. The tool consolidates all this data into a unified summary, combining profits, costs, and performance metrics from each property into one easy-to-navigate overview. 🏘️📋

With PortfolioMax Tracker, you’ll have all the insights you need to keep your portfolio healthy and thriving. It’s time to see the big picture and take control of your investments like never before. 🌟🚀

PortfolioMax Tracker Your Entire Real Estate Portfolio ROI And Performance All in One Summary.

🛒Available in Etsy and in our Website at

Have you ever wondered what the total ROI for your entire portfolio really looks like? You might have all the details on each property — the ROI, cash flow, cap rates — but what about the big picture? When you add another property to your collection, do you know if it's boosting your portfolio or dragging it down?

Imagine owning five, ten, or even 40 properties. 🏠🏠🏠 You know the ROI for each one, but what about the combined impact and total ROI of the entire portfolio? Is your portfolio healthy overall? Are your investments working together to grow your wealth, or is one property pulling down the rest? 💸

Many investors struggle with this. They track each property individually but lack a tool that consolidates everything into one clear view. 🔍

That’s where PortfolioMax Tracker comes in. This powerful tool combines the performance of all your properties, regardless of when you bought them, into a single, comprehensive summary. It offers a bird’s-eye view of your entire real estate empire. 🏢🌟

It’s simple and user-friendly — just enter each property’s details in the yellow cells. Be sure to fill out the year of purchase so the tool can automatically arrange the property returns. The tool accounts for properties purchased from 2001 onward and will automatically count and organize the returns in sequence from the earliest year.

PortfolioMax Tracker integrates with Cash Flow Analyzer Pro, providing detailed, real-time tracking for individual properties and a consolidated view of your entire portfolio. This combination ensures you have all the insights needed to optimize and track your real estate investments. 🔧📈 You can even simulate new purchases using the integrated Cash Flow Analyzer Pro and see how they will affect your portfolio. 🔄

- See the Total Cash Flow of your Entire Portfolio: Get a complete overview of your entire portfolio's performance, including cash flow, ROI, cap rates, equity and other key metrics. 💵📈

- Measure Your Portfolio’s ROI: Understand how each property contributes to your portfolio’s total returns and see the impact of your latest investments. 📊🔍

- Track Individual Property real-time ROI: Use Cash Flow Analyzer Pro to input and manage all data for each property. Keep track of real-time ROI, cash flow, and other key metrics, by monitoring changes in home value, rent, and interest rates, to evaluate their impact on returns. 📉📈

- Consolidate Your Data: Track up to 40 properties and view their combined performance over time, no matter when you bought them. The tool consolidates all this data into a unified summary, combining profits, costs, and performance metrics from each property into one easy-to-navigate overview. 🏘️📋

With PortfolioMax Tracker, you’ll have all the insights you need to keep your portfolio healthy and thriving. It’s time to see the big picture and take control of your investments like never before. 🌟🚀

If you do a 1031 exchange, you can defer depreciation recapture, but it doesn’t erase it; it just transfers to the new property. So, a 1031 can be a good move if you want to keep deferring taxes while upgrading to an apartment complex.

Quote from @Heidi Kenefick:

If you do a cost segregation study, and take the depreciation early, when you sell the property do you have to pay it back as depreciation recapture if you are doing a 1031 exchange?

Scenario: I have two Airbnb’s I want to cost seg for 2024. But I am thinking of selling in 2025, and would then want to 1031 into an apartment complex. Good idea or bad idea?


I believe, it’s possible to do a remote rehab by working directly with a contractor, but it can be challenging without being there in person. A property manager can help manage things for you, but if you trust your contractor and have good communication, you can handle it yourself. Just be prepared for extra coordination and make sure you have clear agreements in place.