Executive Reports

Executive Reporting Engine

Monthly briefings, quarterly reviews, annual reviews, portfolio expansion reviews, and financial independence reviews — generated automatically from your portfolio.

Every month

Monthly Wealth Briefing

· Composite Wealth Score: 9/100.
· Monthly cash flow: $0 across 0 properties.
· Open high-impact actions: review Action Center.
· Portfolio Quality: 0/100.

Every quarter

Quarterly Wealth Review

· Wealth Preservation Score: 0/100.
· Growth Score: 0/100 · Risk Score: 0/100.
· Re-test stress scenarios (+1% rate, 10% vacancy).
· Re-baseline reserves and refinance opportunities.

Once per year

Annual Wealth Review

· Financial Independence Score: 18/100, target reached in ~21y.
· Investor Score: 0/100 (Beginner).
· Re-evaluate insurance, umbrella, and estate plan.
· Re-baseline 10-year forecast and acquisition cadence.

Semi-annual

Portfolio Expansion Review

· Expansion Score: 30/100.
· Capital capacity: $0.
· Acquisition headroom: ~0 deals at $60k cash-to-close.
· Re-rank top 3 acquisition theses each cycle.

Annual

Financial Independence Review

· Progress to FI target: 0%.
· Passive income in 5y: $1858/mo.
· Passive income in 10y: $4012/mo.
· Years to freedom: 21.

Premium Reports 10.0

Executive Wealth Report Investor Journey Report Opportunity Report Portfolio Stability Report Wealth Preservation Report