About us

Built by advisors.For advisors.

Analyze client rental holdings, deliver clear insight, and scale the practice without another spreadsheet.

We built REWealth because the rental portfolio was always the hardest part of the plan to talk about, and the part clients asked about most.

Property, household, and area analysis

6 pages
Area
Analysis
Columbus, Ohio
Area ratingB+
Population41,611
Median gross rent$1,355
Est cap rate5.53%
17 pages
Household
Analysis
Smith Household
Portfolio ROE4.0% → 4.8%
Estimated equity$1.57m
Projected cashflow$63k/yr
15 pages
Property Analysis
Prepared for the Smith Family / Arcadia, Vista CA
NOI$61,663
EST EQUITY$559,766
37% equity
Effective gross income$107,349
Operating expenses($45,685)
Units / occupancy4 / 100%
Key observation

Rent is 0.65% of purchase price. Check comps before pricing.

Our mission

Give rental property the same rigor as the rest of the portfolio.

Comprehensive analysis and clear reporting are what turn a rental portfolio from a footnote into a planning conversation.

We combine analytics, market data, and reporting so advisors can show clients what their properties are actually doing and what their options are worth.

Accuracy we can defend, plain-language output clients understand, and a product shaped by the advisors who use it every week.

What we do

Four things, done properly

Property and portfolio analysis

Cashflow, NOI, DSCR, cap rate, and return on equity, per property and rolled up to the household.

Scenario modeling

Hold, refinance, renovate, sell, or exchange, with the tax consequence attached to each path.

Client-ready reports

Branded deliverables written in planning language, tailored to how much detail the meeting needs.

Data you can defend

Market rents and comps behind the numbers, so advisor recommendations hold up with clients and CPAs.

See it in practice

Let’s talk about your clients’ rentals.

Bring a real household and we will walk it through the product with you.