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  • Rental Portfolio Checkup

    Please answer the questions below to get started. Once we receive your completed form, we'll send over a payment link followed by a link to share documents.

  • Documents we'll securely collect:

    • Most recent tax return
    • Rent Rolls and/or P&L (ideally with unit-level breakdown)
    • Closing disclosures (if available; else, loan info)
  • I'd like a rental portfolio checkup done on...*

  • Optional Add-On: The Area Analysis Report (+$250/market report)

    Get market metrics for a city you're considering investing in.

    • Crime stats relative to national averages
    • Census stats (move-in trends, income levels, and more)
    • Employment stats (new jobs, employers)
    • Market metrics (avg $/sqft, DOM, and more)
    • Key facts with guided walkthrough
    • Deltas of key stats trending over 5 years
  • Would you like to include the Area Analysis report as an add-on?
  • Tell us which markets you're interested in.*
  • Should be Empty: