Six solutions. One platform.
Three roles. Three strategies. All powered by the same data, the same scoring, and the same recommendation engine.
Find the path that matches how you invest — or how you advise.
By Role
Built around how you engage with real estate
Whether you own three properties yourself or advise clients with three hundred, the analysis you need is different — and Portfoliq adapts.
From 3 to 50 properties with confidence
Whether you just bought your first rental or you are scaling past 50, the challenge is the same: making capital decisions with the same rigor institutional investors bring. Portfoliq gives you a repeatable analytical framework, portfolio-level visibility, and AI recommendations — so you stop reacting and start compounding.
- Your "system" is 6 tabs in a Google Sheet that has not been updated since October
- Every decision feels like a coin flip
- Your worst-performing property is hiding in plain sight
Outcomes
What individual investors see in 90 days
Reclaimed from spreadsheet ops
10+ hrs/mo
To underwrite a new deal
< 5 min
Property always at the top of your list
1
Institutional analysis at portfolio scale
At 50+ properties, the bottleneck is not analysis skill — it is bandwidth. Small optimizations compound into hundreds of thousands. Multiple team members need consistent methodology. Board-ready reporting is a weekly ask. Portfoliq gives your organization institutional-grade analytics, unified data, and an audit trail your LPs and auditors can verify.
- You need an analyst but can't justify the $80K salary
- A half-percent improvement across 100 properties is six figures
- Your property data lives in 5 systems that don't talk to each other
Outcomes
What professional teams replace
Analyst headcount avoided
$80K
Investor reporting cycle
2 days → 10 min
Methodology, every analyst
1
Built for asset managers, advisors, and consultants
Whether you manage properties, advise clients, or analyze deals for a living, Portfoliq gives you the analytical backbone your work demands. Serve more clients, deliver institutional-quality reporting, and quantify the value you create — without hiring a team of analysts.
- You spend 8 hours per client per month just on reporting
- Managing 8 client portfolios means 8 different spreadsheets
- Your client asks "what have you done for me?" and you cannot answer
Outcomes
What advisors get back
Per-client reporting cycle
8 hr → 15 min
Client base, same team
2×
Quantified value per recommendation
$
By Strategy
Tactical guidance for your investment approach
Maximize cash flow, sequence value-add capital, or evaluate commercial assets with native cap-rate analysis — pick the strategy that matches your portfolio.
Maximize what you already own
You do not need to buy another property to increase your cash flow. The money is already there — in rents that have not kept up with the market, expenses that crept up while you were not looking, and a debt structure that made sense three years ago but costs you thousands today. Portfoliq finds it all.
- Your long-term tenants are paying $200/month below market
- Your insurance and maintenance costs jumped 18% and you barely noticed
- You are still paying 6.8% on a loan you could refinance at 5.9%
Outcomes
Where the cash flow is hiding
Per-loan refi savings flagged
$3K–10K
Average below-market rent gap
8%
Expense lines benchmarked
14
Find the highest-ROI improvement for every property
The difference between a good value-add investor and a great one is not finding deals — it is knowing which $40K renovation returns $80K in value and which one returns $25K. Portfoliq helps you sequence capital across your portfolio so every dollar goes to the highest-returning project first — whether you are using conventional financing or creative structures like seller financing or subject-to deals.
- You spent $45K on a kitchen reno that added $20K in value
- You have $100K in capital and 6 properties that need work — which one goes first?
- You cannot model the return on a renovation before committing the capital
Outcomes
Sequence the right project, in the right order
Deal strategies modeled side-by-side
8
Avg portfolio value lift from sequencing
$30K
Live for every renovation scope
ARV + IRR
NNN, NOI, and tenant risk — all in one view
Commercial real estate runs on different math than residential, and most portfolio tools were built for houses. Portfoliq speaks commercial natively — cap rate compression, NNN lease structures, tenant credit exposure, and NOI sensitivity analysis — so you can evaluate office, retail, and industrial assets with the rigor they demand.
- Your residential portfolio tool does not understand cap rate compression
- A NNN lease and a modified gross lease produce completely different returns
- Your largest tenant is 40% of your revenue and you are not tracking that risk
Outcomes
Commercial-native from day one
Cap rate stress test, default
200 bps
Lease structures modeled
NNN · MG · %
Tenant concentration risk, live
%
See it in action — free forever
Join property owners making smarter decisions with their real estate investments.
100 founding member spots. 6 months free. Fully refundable.