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Portfolio-Level View

Aggregate True Net Equity™ across every property you own — spot your best performers, your worst sell candidates, and where your equity actually lives.

Your Portfolio at a Glance

A single row per property — every selling cost, every tax, and the True Net Equity™ you’d actually walk away with. Sortable by any column in the full app.

Property Value Mortgage Equity Commission Closing CG Tax Recapture True Net Equity™ % Retained
123 Maple St $425,000 $310,000 $115,000 -$25,500 -$8,500 -$6,200 -$4,800 $70,000 60.9%
456 Oak Ave $550,000 $380,000 $170,000 -$33,000 -$11,000 -$9,500 -$7,200 $109,300 64.3%
789 Elm Dr $380,000 $295,000 $85,000 -$22,800 -$7,600 -$3,100 -$2,500 $49,000 57.6%
Portfolio Totals $1,355,000 $985,000 $370,000 -$81,300 -$27,100 -$18,800 -$14,500 $228,300 61.7%

Demo data shown. The full dashboard pulls every property in your portfolio and rolls up the exact same columns — no spreadsheet maintenance, no formulas to break.

Where Does Your Equity Go?

A clean breakdown of where every dollar of portfolio equity actually ends up. The True Net Equity™ slice is what walks away with you. Everything else stays at the closing table.

Portfolio TNE™
$228,300
61.7% retained
Total Portfolio Equity: $370,000
  • True Net Equity™
    $228,300
    61.7%
  • Real Estate Commission
    $81,300
    22.0%
  • Closing Costs
    $27,100
    7.3%
  • Capital Gains Tax
    $18,800
    5.1%
  • Depreciation Recapture Tax
    $14,500
    3.9%

38.3% of your raw equity gets eaten by commissions and taxes. The donut shows the slices to the dollar so you stop being surprised at closing.

Find Your Best and Worst Performers

When you know which property would actually return the most cash on a sale, you know which one to list first — and which to hold through the next cycle.

Highest True Net Equity™

456 Oak Ave

True Net Equity™ $109,300
Equity Retained 64.3%
Health Rating Moderate

Your strongest selling candidate. If you need to redeploy capital, this property unlocks the most usable cash after every selling cost and tax.

Lowest True Net Equity™

789 Elm Dr

True Net Equity™ $49,000
Equity Retained 57.6%
Health Rating Caution

Selling here would only return $49k of the $85k equity you "have" on paper. Often the right move is to hold and let appreciation widen the gap.

Why a Portfolio View Beats Per-Property Math

Spreadsheets can give you one property at a time. The portfolio view rolls everything up so you can compare side by side — including by entity if you also own the Asset Protection Checklists app.

Identify Your Selling Candidates Fast

Sort by True Net Equity™ descending and you have an instant list of which properties to list first when you need to redeploy capital.

Spot Hidden Tax Exposure

A property with high "equity" but low True Net Equity™ is hiding depreciation recapture and capital gains. The portfolio view surfaces every one.

Per-Entity Reporting (PRO)

If you also own Asset Protection Checklists, the Entity Report tab rolls up True Net Equity™ by LLC — perfect for asset-protection planning and refinancing strategy.

Roll Up Your Whole Portfolio in Seconds

Add your properties once and the dashboard calculates True Net Equity™ per property and across the portfolio — with a sortable table, donut chart, and best/worst comparison cards.

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