Asset Allocation
Visualize how your wealth is distributed across properties.
How Asset Allocation Works
Three charts work together to show where your wealth lives: an Equity Distribution pie chart shows each property's share of total equity, a Debt vs Equity stacked bar compares financing and ownership side by side, and a color-coded LTV column chart flags over-leveraged properties against the 80% threshold.
- Equity Distribution pie: instantly see which property holds the most (or least) of your wealth
- Debt vs Equity bars: green vs red at a glance — short green bars signal properties to prioritize
- LTV column chart: red bars above 80% LTV identify properties limiting your refinancing options
- All charts export to PNG, PDF, or Excel for lender meetings and partner reviews
Why This Matters
Wealth concentration is a hidden risk. If 70% of your equity is tied up in one property, a single local market downturn can erase years of gains. Asset Allocation gives you the visual clarity to spot imbalances and rebalance before they become costly.
- Identify concentration risk before a downturn exposes it
- Find high-LTV properties to target for accelerated paydown or refinancing
- Use equity share data to guide 1031 exchanges and portfolio restructuring decisions
Sample Output
See what this feature calculates for you.
Explore More Features
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Included with All Apps
These features come with every app -- no extra cost.
Property Database
70+ fields, auto-save editing, live calculation sidebar, smart search and filtering.
Learn more →Comprehensive Property Data
Every number an investor needs across 11 organized sections with smart field types.
Learn more →Smart Editing & Live Sidebar
Auto-save with 800ms debounce, per-section status badges, and real-time calculations.
Learn more →Property Classification
Tag properties by investment strategy and property type. Filter and sort your entire portfolio.
Learn more →Real-Time Calculations
27 key metrics across 5 categories computed instantly as you type, with clickable walkthroughs.
Learn more →Portfolio Dashboard
Portfolio highlights, property cards, strategy and type breakdowns, overview charts, and cross-app features.
Learn more →AI Property Import
Copy a prompt, paste your MLS listing into any AI tool, and import 20+ property fields in seconds.
Learn more →Ready to Use Asset Allocation?
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