Custom Grouping
Group your properties any way you want. By market, strategy, property type, or any criteria you choose. Create unlimited portfolios and reorganize anytime.
Group Properties Your Way
Here are some popular ways investors organize their portfolios. You can use any combination of these -- or create your own.
By Market
Group by geographic location
Sample Data
By Strategy
Group by investment approach
Sample Data
By Property Type
Group by asset class
By Custom Criteria
Group however you think about them
See How Grouping Changes Your View
Same 9 properties, completely different insights depending on how you group them.
Portfolio Value by Grouping
Sample DataToggle between groupings to see how the same properties tell different stories
Flexible by Design
Portfolio Manager adapts to how you think about your investments -- not the other way around.
Unlimited Portfolios
Create as many portfolios as you need. There is no cap on the number of groups you can create. Start with a few and add more as your portfolio grows.
Name & Describe Each
Give each portfolio a meaningful name and optional description. "Midwest Cash Flow Properties" is more useful than "Portfolio 3" -- and that is the point.
Reorganize Anytime
Your investment strategy evolves, and your portfolios should too. Rename them, add or remove properties, delete old ones, or create new groupings whenever you want.
Create Your First Portfolio
Start organizing your properties into custom groups. Build portfolios around your markets, strategies, and goals -- all in one place.