Six advisor case studies
Downloadable PDF · 11 pages
Rental Real Estate Planning, In Practice
Six client conversations: temporary landlord strategy, problem-property sale analysis, paid-off-rental refinance planning, REPS timing, rent review, and partial asset disposition.
Download the case studiesOne advisor workflow
01 · Input
Tax returns and property details
02 · Review
Property and household analysis
03 · Output
Client-ready reports and planning questions
Watch the workflow
Four working sessions show the product in real advisor use.
Webinar · Financial Experts Network
"CFP-developed software for analyzing investment properties" — a full advisor-facing walkthrough with worked client cases.
Quick Win · Household analysis
Turning a tax return into a household-level rental portfolio view and spotting below-market rents.
Quick Win · REPS
Modeling Real Estate Professional Status and cost-segregation timing across high-income years.
Quick Win · Partial asset disposition
Turning a roof replacement into a CPA-ready partial asset disposition question.
Built from planning work
I built the product, analysis model, reports, and advisor workflow from the rental real estate planning work I was already doing as a CFP®.
Imported values and outputs require advisor review. REWealth Reports supports analysis and reporting; it does not replace professional tax, legal, investment, appraisal, underwriting, or compliance review.