A Clear Next Step.

In Rental Analysis, open Compare Financing Options under Purchase & Financing, Lease & First-Year Cash Flow under Expenses, or Live-In Rental Analysis under Property & Income. Their results appear as separate expandable sections in Your Analysis and are preserved when you save. Living in a dwelling removes its rent only in that separate scenario; first-year rent periods replace generic vacancy only in the first-year forecast. Take The Tools Tour.

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Use the Investing Glossary (opens in a new tab) for plain-English definitions, worked examples, and explanations of how the numbers are used. Raised “i” markers beside investing terms open their definitions in a new tab while keeping your analysis open. On desktop, you can also hover over an information marker for a quick explanation.

Use Rental Analysis to evaluate a rental purchase with cash or a mortgage. Enter rents, expenses, and financing to review cash flow, cash required, cap rates, and cash-on-cash return. Add a dwelling schedule for ADUs, and use the optional refinance scenario to compare a possible future loan separately.

Review property records before applying them; a matching address may omit dwellings. Save a reviewed version to create a client report, then use Print to save it as a PDF. Each saved version uses 1 Analysis Save. Calculations and refinance scenarios use no Property Checks. Rental analyses do not receive the renovation-and-refinance grade or maximum-offer recommendation.

In the Expenses step, open Post-Purchase Property Tax Estimate to compare the entered bill with a reviewed buyer’s estimate. California starts with the 1% base; add local bond rates and direct assessments. Elsewhere, use local assessor information. Apply the estimate explicitly. Purchase-linked estimates follow price changes, and changing the address pauses them.

Open Major Repairs & Reserve Planner to enter future replacement costs, timing, cost growth, and cash already reserved. Applying it replaces the percentage capital reserve. The starting balance is included in upfront cash, and replacement spending is not deducted again from cash flow. Editing the plan pauses it until you apply again.

In Rental Analysis results, open What Price Works? Enter your desired monthly cash flow to see a purchase-price threshold, break-even rent, and rent needed for the goal at your current price. It uses your current purchase financing, vacancy, expenses, and reserves. With cash financing and fixed taxes, price alone does not change monthly cash flow. These thresholds are not market valuations.

Use This Purchase Price updates the working analysis. Exploring these tools uses no allowance; saving a new version uses 1 Analysis Save. Applied plans and their financial totals appear in saved reports.

Open Pipeline → Import CSV. Download the template or match your spreadsheet columns, review row issues and duplicates, then select the drafts to import. CSV imports use no property-data checks or analysis saves and never enable scheduled checks. Each later saved analysis uses one monthly save; optional property research uses your Property Checks balance.

Import up to 100 rows per file and five batches per 24 hours. Draft limits are 25 for Free, 100 for Starter, 250 for Investor, and 1,000 for Professional. Missing amounts start at zero in the analyzer; verify taxes, insurance, rent, and financing before saving. Include apartment numbers in the address. For an ADU property, import combined totals once and split them in the dwelling schedule afterward. Repeated imports skip existing addresses.

Changing assumptions and viewing saved reports do not use a saved-analysis allowance. Your Analysis Saves balance counts each successful save, including a revised version of an existing deal. A fresh property lookup uses 1 Property Check; an available cached result may be reused for up to seven days. Failed or incomplete provider requests can still use research capacity. Your dashboard and Settings show usage. Allowances reset at the start of each calendar month in UTC.

You can continue by entering the facts yourself. Provider coverage varies, and an address may not have a unique match or a rental estimate. Check the address and review which fields were returned. Shared network limits can affect free research, and the site also has a shared provider allowance.

In Analyze deal, choose “Set up dwelling schedule” under Main home & ADUs. Split existing totals between the main home and each added dwelling. Enter each dwelling’s size, rent basis, completion, and approval status. New dwellings start with rent excluded; choose which rents to include in stabilized results. Add build and owner expenses only if they are not already in the shared budget.

Property records remain available to review, but cannot overwrite schedule totals. Planned income is labeled as future income. The report preserves each dwelling’s assumptions and notes. Approval status is your own record and does not verify rental eligibility or lender acceptance. These are stabilized projections, not construction-period or first-year cash-flow forecasts.

Save an analysis, then open its report from the analyzer or Pipeline. Use your browser’s Print dialog to save the report as a PDF. Compare deals shows saved analyses side by side; it does not fetch new property data.

Saving a criterion alone does not start checks. With an active paid plan, opt in under DealWatch → Scheduled checks and choose whether to receive emails. The first weekly check establishes a baseline. Later threshold crossings and listing status changes appear in Alert history. Listing refreshes share your monthly Property Checks balance and pause when capacity is unavailable; saved-analysis-only checks use no Property Checks. Price and status come from matched sale listings. Score, cash flow, and confidence use your saved analysis and are not recalculated automatically. Pause checks or turn off email alerts in DealWatch. Paid subscriptions are available in Settings.

Request A Password Reset and use the newest email. Continue to the reset form and save your new password. The Log out link is in the application navigation alongside Settings on desktop and mobile.

Free access is available now. The workspace owner can choose a plan or manage billing in Settings. Cancellation takes effect at the end of the paid period. View Plan Allowances.

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