Planning software records the asset, but rarely explains it.
A value and a mortgage balance can't evaluate performance, risk, or the tradeoffs behind the client's next move.
Built for
Your clients' wealth includes real estate. Now their plan can too.
Help clients make better decisions with personalized rental real estate analytics.
No spreadsheet rebuildingHousehold + property levelClient-ready reports
Planning insight
Exchanging instead of selling keeps $186,000 more capital working for the client.
Trusted by independent advisory firms
The planning gap
Planning tools were built around traditional investments.Rental properties work differently.
A rental property affects your client's income, taxes, debt, and retirement date. Planning software typically captures its value and mortgage balance, which leaves the rest of the story to you and a spreadsheet.
Spreadsheets calculate, but they don't scale.
Every household becomes a custom workbook to rebuild, check, and make presentable before each meeting.
Clear analysis supports better advice.
REWealth turns complex rental data into clear analysis and observations, giving advisors the context they need to synthesize the recommendation.
Monthly cashflowNext 12 months
Rental incomeOperating costsNet operating income
Deliver value
Ditch spreadsheets.
Say goodbye to custom spreadsheets. Deliver clear, visual plans clients understand. Share scenarios, compare outcomes, and turn complex options into confident decisions.
Explore Every Possibility
Show clients what is possible. Model scenarios, monitor portfolios, and drill into each property with visuals that make decisions easy.
Advisory Dashboard
See portfolio health at a glance: equity, loan-to-value, net operating income, and cashflow, plus a live map for quick reviews and client updates.
Advisors on REWealth
Don't just take our word for it
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As a professional who has prepared hundreds of tax returns for real estate investors, REWealth gives me even more confidence in client conversations. Even if you know real estate—the tax implications, the financing, the return on investment, and more—seeing it all in one place to confirm or challenge your own calculations is invaluable. Also, it's pretty stinkin' cool.
Dillon Cobb, CPA, CFP®President, Simply Human Advisors
My clients love seeing the numbers and the story they tell. It's helpful to be able to see which direction the numbers are trending as well. I've had a number of clients who "love" a property decide to sell it when they see their return slowly getting diluted away over time. This tool has really helped me show my clients their true real estate performance, and it's led to much better decisions!
Daniel Huffman, CFP®Cornerstone Financial Planning
REWealth Reports gives financial advisors, real estate advisors, and tax professionals the ability to create custom, comprehensive property analyses for their clients that are beautifully presented and easy for clients to understand. I appreciate the ability to tailor the complexity of the report to the conversation – practical for experienced real estate financial planners like me, as well as those advisors who are new to incorporating real estate decisions into their businesses.
Cynthia Meyer, CFA®, CFP®, ChFC®Real Life Planning
Journal of Financial Planning · March 2026
Mentioned in a cover story on planning for real estate investors
“The excellent new real estate analysis tool for financial planners.”
In Building Wealth for Real Estate Investors, REWealth was included among the tools financial planners can use when analyzing rental properties.
Read the articleWhat's inside
Everything the rental conversation needs
Property & portfolio analytics
Review NOI, cashflow, equity, loan-to-value, and other performance measures across portfolio, household, and property views.
Scenario modeling
Compare purchase, refinance, renovation, sale, and exchange options across the relevant planning horizon.
Client-ready reports
Turn analysis into visual reports that can be tailored to the level of detail the conversation needs.
Tax-sensitive modeling
Bring depreciation, passive-loss context, cost segregation, and sale-related inputs into the analysis.
Household organization
Keep clients, properties, assumptions, projections, scenarios, and reports connected in one workflow.
Firm-scoped access
Use authenticated, firm-scoped workflows with admin controls for firm account management.
Bring real estate into the plan.
Create an account and analyze your first property today, or walk through it with us first.