Why REWealth

Where rental property fitsin the work you already do.

Advisors, CPAs, lenders, and property managers all end up analyzing the same property from different angles, usually in a spreadsheet built from scratch. REWealth is the shared analysis layer underneath that work.

Where REWealth sits

Connect property analysis
to the client’s financial plan

	Planning softwareThe plan of record	Property toolsBuilt for operators	REWealthThe layer in between
Property-level performance	Records property value, loan balance, rental income, and expenses	Simple property and portfolio return analysis	Advanced cash flow, NOI, DSCR, ROE, and planning insights
Tax treatment	Records depreciable basis and depreciation taken	Operational income, expense, and basic tax reporting	Advanced depreciation, cost segregation, passive-loss, recapture, sale-tax, and 1031 exchange modeling
Household context	Household balance sheet and long-term plan	Property and entity portfolio rollups	Client household rollups with property, ownership, and tax context
Client-ready output	Comprehensive financial plans	Operational dashboards and owner statements	Branded property reports for client meetings
Built for	Traditional investments (stocks, bonds, funds, insurance, and cash)	Landlords, operators, and property managers	Advisors, CPAs, lenders, and property managers

Core strength Partially covered

In practice

Six example client conversations

Real situations advisors brought to us. Pick one to see the question, the numbers, and the path through the product.

Educational examples only. REWealth supports analysis and reporting; it does not replace professional tax, legal, investment, appraisal, underwriting, or compliance review.

Case study 01

Using home equity as a retirement bridge

A near-retiree couple had meaningful home equity, limited investment savings, and a spouse who wanted to retire sooner.

The question

Could the clients buy a more suitable forever home, rent the current one for a limited period, then use the later sale proceeds to reduce housing costs in retirement?

$2,600/mo: Estimated rent, current home
$1,200/mo: Projected rental cashflow
$340k: Estimated sale proceeds
~$280/mo: Payment after recast

Path through the product

Current homeEquity, payment, and rental potential
Temporary rentalCashflow during the transition
Section 121Sell inside the exclusion window
Mortgage recastTest the lower housing payment

One conversation connected home equity, temporary rental cashflow, Section 121 timing, and a later mortgage recast.

Key advantages

What changes in your practice

Hours back per household

A full analysis in minutes instead of an evening rebuilding a workbook.

Credibility on the asset they care most about

Confirm or challenge a client's own math with numbers you can defend.

A repeatable review process

Track performance over time at property and household level, meeting to meeting.

Deliverables worth charging for

Reports that justify a planning fee and travel well to CPAs and lenders.

Practice economics

Rental analysis can be a service you price

The work is easier to package once you can point at what drives it: property count, unit count, debt, tax history, ownership complexity, and the decision being modeled.

Ongoing service models

A rental real estate add-on tier
Annual minimum or complexity bands
Planning retainer plus transaction-analysis projects
Pricing that scales with unit count and complexity

One-time projects

Rental portfolio check-up
Report for a fee, or as a prospecting report
Deal analysis or market underwriting
Sale, refinance, 1031, REPS, or disposition review

The workflow

Same meeting,
different preparation

Using the information advisors already gather from tax returns, closing disclosures, P&Ls, and property statements, REWealth turns property data into clear cash flow, tax, and disposition analysis—then into a report clients can follow.

Before

Re-enter property data across disconnected spreadsheets
Rebuild last year's workbook
Re-derive basis and depreciation by hand
Screenshot tables into a slide
Speak cautiously about tax consequences without the supporting analysis

With REWealth

Import property data into one structured record
Refresh the analysis as facts change
Model tax assumptions alongside the property
Generate a client-ready report from the analysis
Discuss estimated tax consequences with clearer supporting analysis

**Daniel Huffman, CFP®**Founder, Cornerstone Financial Planning

See it against a real client portfolio.

We'll walk your own scenarios through the product.