About Portfoliq

Built By Operators. Run Like An Engineering Firm.

Portfoliq is a real estate advisory firm serving counties, campuses, and institutional owners. We work on the assets you already own — assessing condition, sequencing capital, planning long-range, and reporting on it — and we build the analytical systems that do the work.

Most advisory firms license their tools. We build ours, around each client’s own data, and the client keeps both.

We’re building the AI-native asset management firm to make the built world more efficient and resilient.

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.

We Build The Systems That Deliver The Work

Every engagement runs on tooling built around the client’s data — not a vendor platform configured to approximate it. That means the analysis is reproducible, the assumptions are inspectable, and the system doesn’t leave when we do.

It also means the work compounds. Facility condition assessment, capital sequencing, and compliance reporting for GASB, FCA, and Capital Improvement Plans are built capability today, not a promised roadmap.

Reproducible: The same inputs produce the same outputs. Every recommendation shows its reasoning — no black boxes.
Yours To Keep: The data stays yours, and so does the system built on it.
Compliance-Native: GASB, FCA, and CIP reporting are shipped capability, not a future deliverable.

Reproducible By Construction

2025

2026

2027

Gross Potential Rent

$201,600

Less: Vacancy

($10,080)

Effective Gross Revenue

$191,520

Less: Operating Expenses

($66,960)

Net Operating Income

$124,560

Less: Debt Service

($82,800)

Cash Flow Pre-CapEx

$41,760

Less: Capital Outlays

($18,000)

Cash Flow After CapEx

$23,760

Cap Rate

6.8%

DSCR

1.50x

Cash-on-Cash

5.2%

OpEx Ratio

35%

Revenue to net cash with every line traceable to its source document and page — what "shows its reasoning" looks like in a deliverable. Portfoliq’s own interface, on demonstration data.

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.

Smyrna, Georgia

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

2310 Goodwood Blvd SESmyrna, GA 30080support@portfoliq.ai

Tell Us What You Own

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