Our new Portfolio Analysis Division is a game changer. Our goal with this innovative service is to help clients first envision and identify their long-term goals. We then advise and counsel them on the best path forward to achieve their goals through annual rental portfolio reviews.
Basically it’s designed so you can win at real life Monopoly.
There’s a lot more to winning real life Monopoly than advancing to “Go” and collecting $200. Our Portfolio Analysis was designed to help you win by tracking, optimizing and trading up from a green house to a red hotel via a 1031 exchange.
It’s easier to show and tell you what our Portfolio Analysis is rather than describing it. We’re going to walk you through the process that our clients go through. Learn about it by
- Listening to the podcast
- Watching the YouTube video (at the bottom.)
- Reading the blog post. Note, the blog is an executive summary. Get the in-depth breakdown from the podcast or video.
It all starts with your Initial Portfolio Analysis Meeting. The initial meeting happens after you close on your first property with us or if you have an existing portfolio that needs to be reviewed and optimized. You’ll meet with our Chief Investment Officer, Chelsea Scott.
Chelsea’s role is to gather your goals, property operating data and other relevant financial information to start inputting it into our custom built spreadsheet. This spreadsheet is nothing like you’ve seen before!
This spreadsheet is a complex beast! There are over 50 tabs of which we will walk you through the main three tabs in the spreadsheet.
Financial Reality Check
It all starts with the “Financial Summary” tab to get a complete picture of your real estate properties, reserves, and cash for investing. We’ve nicknamed this the “Financial Reality Check” tab to give you an accurate picture or a reality check.
You can click on the screenshot below for a higher resolution image.
The red stop signs are a reminder for you to hold sufficient reserves. It’s a matter of WHEN, not IF, you get a curveball or two. We want to be prepared and ready for those curveballs by having cash in the bank.
Tracking Your Investments
Accurately tracking your investment property performance is easier said than done for most investors. Our spreadsheet tracks the performance of each property separately. This allows us to run future scenarios for maximizing its individual return and determine how it impacts the overall return of the portfolio.
A picture is worth a thousand words, so click on the image to check it out!
Impressive tracking! Well, that’s because Chelsea has an impressive background that ranges from servicing commercial loans, to land acquisition for a major builder, to analyzing and writing reports for institutional multifamily projects.
Cash Flow Goal Tracker for Financial Independence
This is our favorite part of the spreadsheet, because it tracks your progress to your cash flow goal. It tracks it from the current cash flow plus the NOI cash flow from paid off properties.
This is how you track and know when you WIN at real life Monopoly!
Financial Independence Happens Here
Hopefully you’re realizing that our Portfolio Analysis service is powerful and much needed for real estate investors. What makes it even better is that it integrates with our Investor Friendly Realtor Division, so you can go from planning and strategizing to buying and selling the right properties to meet your goals.
Envision Advisors is a new type of real estate firm. One designed to help you envision and execute your path to financial freedom in the Denver and Colorado Springs markets.
This is Just The Beginning…
Is our spreadsheet perfect yet? Nope, not even close. We’re just beginning and are building out a new niche in the real estate investing community.
We have more ideas to implement into the spreadsheet and our Portfolio Analysis. We geek out on this stuff, because we love it. We’re investors ourselves and understand what investors want and need. Be on the lookout for a lot more updates, content, and education!
How Much Does It Cost?
Our Portfolio Analysis is currently free and only available to our clients. If you’re interested in becoming a client to access our Portfolio Analysis services, then schedule your investment consultation.
YouTube Video: Envision Advisors Portfolio Analysis – Win at Real Life Monopoly
It’s easier to show you what our Portfolio Analysis is, so watch the YouTube video below. Chelsea Scott and I walk you through our custom-built spreadsheet and the process that our clients go through using the most common long term cash flow goal of achieving $10,000/month of passive cash flow from real estate.