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AI-powered portfolio strategy for
buy-hold-sell decisions

Know what to fix, what to refinance, and what to sell — with the math behind every recommendation.

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Add a property

Property type
Units
Year built
Purchase price

Everyone tracks rent. Nobody tracks what's about to break.

Your buildings are talking.
Start listening.

Portfoliq's 10-system condition scoring connects physical health to your capital plan — so you spend on what matters, when it matters.

!
Predict failures before they cost you
System-level health scores flag what’s about to break — years in advance.
$
Prioritize capital by ROI, not urgency
Rank projects by financial impact — not which emergency screams loudest.
%
Proactive strategy extends system life 20-40%
Every $1 spent on preventive maintenance saves $2–$4 in reactive repairs.
142 Oak Street
Multifamily · Built 2006
B+3.8 / 5.0
SystemScoreConditionRUL
Roofing4
12yr
HVAC2
3yr
Plumbing4
15yr
Exterior3
8yr
Appliances2
2yr
Total repl: $138KDeferred maint: $18.9K
What happens when you ignore condition
Same building, two paths. Proactive owners maintain value. Reactive owners watch costs compound.
Proactive valueReactive valueReplacement costDeferred maint.
$0$400K$800K$1.2M$1.6MYr 0Yr 2Yr 4Yr 6Yr 8Yr 10Yr 12Yr 15
2–5x
Reactive vs. planned maintenance cost
$2–$4
Saved per $1 spent on prevention
0%
Of repairs are preventable emergencies
20–40%
Longer system lifespan with proactive care

Sources: BOMA International, NAA, IREM, Journal of Property Management.

Is my portfolio safe?

Debt coverage, stress tests, and real-time cash flow monitoring.

DSCR

1.82x

Headroom

+0.57x

Refi riskLow
Vacancy exposure5.2%

What should I do next?

Hold vs. sell vs. reinvest — ranked by financial impact.

Top action

Refi Pine

Savings

$4,080/yr

Refi Pine Ave
$4K/yr
Adjust Oak rent
$2K/yr
Bundle CapEx
$8K saved

What am I building?

Where your equity comes from — paydown, appreciation, income growth.

Total equity

$2.91M

Income-driven

$683K

Market appreciation
72%
Income growth
24%
Loan paydown
4%

Who this is for

Built for investors who...

Have outgrown spreadsheets but aren't ready for enterprise software that costs six figures

Know maintenance is eating into their returns but can't see exactly where or plan ahead

Want to know which property to improve first — and how to fund it without overleveraging

Need to show partners exactly why fixing three roofs now saves $200K in emergency costs later

Portfoliq showed us exactly where deferred maintenance was silently eroding our equity. We restructured our capital plan and saved over $40K in the first year.

Jack Tucker

Portfolio Owner, Tucker Capital

Get your first portfolio review — founding members only.

The product

Explore the platform

Scroll through the views that power smarter portfolio decisions.

Portfolio Value

$0.00M

Health Score

0

Properties

0

142 Oak Street

Multifamily

87
$1.2M

88 Pine Avenue

Single Family

72
$485K

305 Market Blvd

Commercial

94
$3.1M

17 Harbor Lane

Duplex

65
$620K

3 new recommendations

Refinance 88 Pine Ave to save $340/mo

Portfolio Dashboard

142 Oak Street

Multifamily

B+

CCE Score

0.0 / 5.0

System

Score

Condition

RUL

Cost

Roofing

4

12yr

$45K

HVAC

2

3yr

$28K

Plumbing

4

15yr

$12K

Electrical

5

20yr

$8K

Exterior

3

8yr

$35K

Interior

4

10yr

$15K

Appliances

2

2yr

$18K

Flooring

3

5yr

$22K

Site/Parking

4

12yr

$35K

Safety/Fire

5

18yr

$6K

2 systems need attention

HVAC — 3yr remaining, $28K replacement

Appliances — 2yr remaining, $18K replacement

Condition Scoring

Base Case IRR

0.0%

Equity Multiple

0.00x

Disposition Value

$0.0M

@ 6.0% cap

Avg Cash-on-Cash

0.0%

Assumptions

Revenue Growth
3.0%
Vacancy Rate
5%
Exit Cap Rate
6.00%

10-Year Cash Flow Projection

$2.8M$1.4M$0
Yr 1
Yr 2
Yr 3
Yr 4
Yr 5
Yr 6
Yr 7
Yr 8
Yr 9
Yr 10
Cash Remaining
Debt Service
DSCR Target

Hold (10yr)

24.7% IRR

$32.9M terminal value

Sell Now

$23.7M

Year-0 NOI / 6.0% cap

Scenario Analyzer

2025
2026
2027

Gross Potential Rent

$0

Less: Vacancy

($0)

Effective Gross Revenue

$0

Less: Operating Expenses

($0)

Net Operating Income

$0

Less: Debt Service

($0)

Cash Flow Pre-CapEx

$0

Less: Capital Outlays

($0)

Cash Flow After CapEx

$0

Cap Rate

0.0%

DSCR

0.00x

Cash-on-Cash

0.0%

OpEx Ratio

0%

Cash Flow Waterfall

Current DSCR

0.00x

Covenant Min

0.00x

(assumed)

Headroom

+0.00x

Avg Monthly NOI

$0

-0.4%

NOI
Debt Service
Covenant Floor
$0$30K$60K$90K$120KMarAprMayJunJulAugSepOctNovDecJanFeb

Debt Coverage

Annual CapEx

$0K

Reserve Balance

$0K

Avg ROI

0.0%

Quarterly Forecast

Q1 2026
$73K
Q2 2026
$62K
Q3 2026
$35K
Q4 2026
$18K

Priority Projects

HVAC Replacement

305 Market

high$45K18%

Roof Repair

88 Pine Ave

high$28K12%

Unit Renovation

142 Oak St

medium$62K24%

Parking Lot

17 Harbor Ln

low$35K8%

Capital Planning

Portfolio Value

$0.00M

Health Score

0

Properties

0

142 Oak Street

Multifamily

87
$1.2M

88 Pine Avenue

Single Family

72
$485K

305 Market Blvd

Commercial

94
$3.1M

17 Harbor Lane

Duplex

65
$620K

3 new recommendations

Refinance 88 Pine Ave to save $340/mo

Portfolio Dashboard

142 Oak Street

Multifamily

B+

CCE Score

0.0 / 5.0

System

Score

Condition

RUL

Cost

Roofing

4

12yr

$45K

HVAC

2

3yr

$28K

Plumbing

4

15yr

$12K

Electrical

5

20yr

$8K

Exterior

3

8yr

$35K

Interior

4

10yr

$15K

Appliances

2

2yr

$18K

Flooring

3

5yr

$22K

Site/Parking

4

12yr

$35K

Safety/Fire

5

18yr

$6K

2 systems need attention

HVAC — 3yr remaining, $28K replacement

Appliances — 2yr remaining, $18K replacement

Condition Scoring

Base Case IRR

0.0%

Equity Multiple

0.00x

Disposition Value

$0.0M

@ 6.0% cap

Avg Cash-on-Cash

0.0%

Assumptions

Revenue Growth
3.0%
Vacancy Rate
5%
Exit Cap Rate
6.00%

10-Year Cash Flow Projection

$2.8M$1.4M$0
Yr 1
Yr 2
Yr 3
Yr 4
Yr 5
Yr 6
Yr 7
Yr 8
Yr 9
Yr 10
Cash Remaining
Debt Service
DSCR Target

Hold (10yr)

24.7% IRR

$32.9M terminal value

Sell Now

$23.7M

Year-0 NOI / 6.0% cap

Scenario Analyzer

2025
2026
2027

Gross Potential Rent

$0

Less: Vacancy

($0)

Effective Gross Revenue

$0

Less: Operating Expenses

($0)

Net Operating Income

$0

Less: Debt Service

($0)

Cash Flow Pre-CapEx

$0

Less: Capital Outlays

($0)

Cash Flow After CapEx

$0

Cap Rate

0.0%

DSCR

0.00x

Cash-on-Cash

0.0%

OpEx Ratio

0%

Cash Flow Waterfall

Current DSCR

0.00x

Covenant Min

0.00x

(assumed)

Headroom

+0.00x

Avg Monthly NOI

$0

-0.4%

NOI
Debt Service
Covenant Floor
$0$30K$60K$90K$120KMarAprMayJunJulAugSepOctNovDecJanFeb

Debt Coverage

Annual CapEx

$0K

Reserve Balance

$0K

Avg ROI

0.0%

Quarterly Forecast

Q1 2026
$73K
Q2 2026
$62K
Q3 2026
$35K
Q4 2026
$18K

Priority Projects

HVAC Replacement

305 Market

high$45K18%

Roof Repair

88 Pine Ave

high$28K12%

Unit Renovation

142 Oak St

medium$62K24%

Parking Lot

17 Harbor Ln

low$35K8%

Capital Planning

Reactive maintenance is eating your returns.

Join 100 founding members who see every building clearly — and act before small problems become expensive ones.

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Common questions