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Portfoliq

About Portfoliq

Built By Operators. Run Like An Engineering Firm.

Portfoliq is a real estate advisory firm for counties, campuses, and institutional owners. We work on the buildings you already own: what condition they are in, what to fix first, and how to pay for it.

Most advisory firms license their software. We build ours, and you keep the results.

We’re building the asset management firm that makes the built world more efficient and resilient.

The Founders

Two Founders, Two Halves Of The Problem

  • Billi Joseph

    Co-Founder & Chief Executive Officer

    Strategy at EY-Parthenon and institutional real estate advisory. Led nine-figure capital planning engagements for major U.S. universities. Has personally executed portfolio transactions end to end: a $9M multifamily position exited into a $12M self-storage disposition, and a $3M RV park acquisition exited at $8M. Currently Equity Partner and COO at Longyards, scaling industrial outdoor storage across four-plus U.S. locations.

  • Luke Chen

    Co-Founder & Chief Technology Officer

    Software Development Engineer at Amazon Web Services, with prior Fortune 100 engineering at Amazon and Visa. Georgia Tech, Computer Engineering. Owns and actively manages a rental portfolio — which is where the first version of this software came from.

How We Work

Three Rules We Hold Every Engagement To

Our condition, capital planning, and asset strategy work runs on software we built around your own data. These are the rules that keep it checkable.

See how an engagement runs

  1. The Same Inputs Give The Same Answer

    Rankings come from a printed scoring model, not judgment calls made out of view. Run it again on the same data and you get the same plan.

  2. Each Figure Notes Its Source

    Every rating and cost records where it came from: the document and page, the inspection and date, or, where nothing better exists, an estimate from the system’s age.

  3. The Results Are Yours

    Reports, spreadsheet exports, and the building record stay with you when the engagement ends.

Advisors

Advised By People Who Have Done It

  • Real Estate Capital Planning

    20+ years institutional real estate strategy

    Domain validation and methodology review.

  • Technical Advisory

    10+ years at Amazon and Databricks

    Architecture and data infrastructure.

Where We Are

Smyrna, Georgia

Portfoliq is based in metro Atlanta and works with owners and public agencies across the Southeast.

If you’re responsible for a county’s facilities, a campus, or a portfolio, we’d like to hear what you’re working on.

Contact Us
Office
2310 Goodwood Blvd SESmyrna, GA 30080
Phone
(404) 916-5223
Email
support@portfoliq.ai