Each property lives in its own spreadsheet
Rent rolls, loan statements and K-1s from syndications, all in different places, rebuilt every time a lender asks.
For real estate investors
Every property, every loan, every covenant, in one place
Rentals in LLCs, syndications and joint ventures at their percentage, and the debt behind all of it. WealthCEO watches each loan against its covenant and builds lender packages from the registers you already keep.
- Rate reset in 45 daysDuplex loan, watched against its covenantWatching
- Syndication K-1 missingExpected from the fund by March 15Needs you
- Refinance packageSchedule of real estate owned preparedDone
Sound familiar?
What gets hard at this stage
Covenants and resets sneak up
A rate reset in 45 days, a DSCR test at renewal. You find out when the letter arrives.
Lender packages start from scratch
Every refinance means another personal financial statement, schedule of real estate owned and global cash flow.
What WealthCEO does
The parts built for you
Wealth
Properties and partnerships at your share
Each property in its LLC, joint ventures at their percentage, syndications with their K-1s.
- Ownership map across every entity
- Equity at your share, consolidated
Wealth
Debt you can see coming
Every loan with its rate, maturity and covenant, and a calendar of resets.
- Debt service coverage and covenant tests
- Maturity ladder and rate reset calendar
Books
Lender packages from your registers
Refinance, new loan, covenant reporting, line of credit and a global personal financial statement.
- Built from the books you already keep
- Ready when the lender asks
Plan
Passive income toward Financial Independence
Net rents and distributions become Coverage: how much of your lifestyle your portfolio already pays for.
- FI Date that moves with each refinance
- Capital calls in the cash flow ahead
WealthCEO never moves money, places trades, files or signs anything. It watches, suggests and prepares; you act. How we protect your household
Free tools
Try the math first
Each runs in your browser on your own numbers. Nothing you type is stored or sent.
Rental DSCR and refinance calculatorThe debt service coverage ratio a lender will test on your property, how much room you have, and what a refinance could support.DSCR, headroom and refinance roomOpen the calculatorNet worth across entitiesList your trusts, LLCs and partnerships at their percentages and see your net worth at your share, with the ownership map.Net worth at your share and an ownership mapOpen the calculator
FAQ
Questions
Does WealthCEO talk to my lender?
No. WealthCEO prepares the package; you send it. It never signs, files or submits anything on your behalf.
Can it handle syndications where I’m a limited partner?
Yes. Add the syndication as an entity at your percentage, track its distributions and capital calls, and its K-1 in the Tax Center.
Also for: Business owners · Families with trusts · CPAs, attorneys and advisers
Ask to join the private beta
We’re opening WealthCEO to a small number of households at a time. Tell us about yours.