CalculateRealEstateROI

Institutional Series

Real Estate Investor Index Series

Seven proprietary indexes tracking investor confidence, portfolio strength, financial independence, and opportunity.

Real Estate Investor Confidence Index

Stable
72/ 100

Composite of cash flow stability, opportunity pipeline, and macro sentiment.

Methodology components

  • Cash flow stabilityweight 3
  • Opportunity supplyweight 2
  • Macro sentimentweight 2
  • Financing accessweight 2

Portfolio Strength Index

Rising
78/ 100

Diversification, leverage discipline, reserves, and cash flow resilience across investor portfolios.

Methodology components

  • Diversificationweight 3
  • Leverage disciplineweight 2
  • Reserve coverageweight 2
  • Cash flow resilienceweight 3

Financial Independence Index

Rising
64/ 100

Distance-to-FI across the investor base, weighted by passive income vs expenses.

Methodology components

  • Passive income coverageweight 3
  • Expense disciplineweight 2
  • Portfolio cash flow yieldweight 2

Cash Flow Strength Index

Stable
70/ 100

Net operating cash flow per unit, vacancy resilience, and expense ratios.

Methodology components

  • NOI per unitweight 3
  • Vacancy resilienceweight 2
  • Expense ratioweight 2

Wealth Growth Index

Rising
75/ 100

Equity build-up, appreciation participation, and reinvestment velocity.

Methodology components

  • Equity growthweight 3
  • Appreciation captureweight 2
  • Reinvestment velocityweight 2

Investor Resilience Index

Stable
73/ 100

Ability to withstand vacancy, rate, insurance, and tenant-quality shocks.

Methodology components

  • Stress test coverageweight 3
  • Reserves vs debt serviceweight 2
  • Insurance adequacyweight 2

Opportunity Market Index

Rising
69/ 100

Live signal of where cash flow + appreciation opportunities are concentrated.

Methodology components

  • Yield availabilityweight 3
  • Distressed supplyweight 2
  • Job + population growthweight 2