Remember when I said I was heading to Raising Cane’s yesterday?
Total zoo. Cars wrapped around the building. Drive-through line spilling into the street. I took one look and kept driving. Hard pass for me.
I’ll go when it settles down.
This morning, I recorded a video walkthrough of the Portfolio Manager app. And this afternoon, Tammy and I are heading to see Project Hail Mary — it just came out — for our weekly date day.
But before I disappear into a movie theater, I wanted to share the video above with you.
The Portfolio Manager lets you group your properties any way you want. Here are just a few ideas:
By Market
By Strategy
By Partner
By Phase
By Loan Type
By Property Type
By Goal
By Entity (we have a whole separate app with additional features for that one)
It works best if you already have properties entered. When you log in, you create your first portfolio — name it, describe what you’re grouping — and your properties show up in the “Unassigned” section ready to be organized.
A few things I show in the video:
Drag and drop — move properties from Unassigned into any portfolio. You can see up to 3 portfolios at a time, and swap them out if you have more.
Copy vs. Move — want a property in multiple portfolios? Drag it to the “Copy here” area instead of “Move here.”
Remove with (X) — click the X to pull a property out of a portfolio. If it’s in other portfolios, it stays there. If not, it goes back to Unassigned.
Guide mode tips — toggle these on when you’re learning, hide them once you know what you’re doing.
Once your portfolios are set up, the real power kicks in:
Summary Reports — see how your portfolios compare to each other. Use the Dashboard view or Guided view to understand what the charts are showing. Many charts have two versions (like Income vs. Cash Flow) — toggle between them
to see what matters to you.
Quick note: some charts (like portfolio value distribution) will be less meaningful if you put the same property in multiple portfolios.
Portfolio Reports — drill down into a single portfolio to see the properties inside it. You can select a Pro Forma year up to 40 years out to see how the portfolio might look in the future based on your assumptions. If you have access to other apps like Return Quadrants™, Cash Flow Power Meter™, True Net Equity™, and Debt Paydown Simulator, extra reports show up here too.
Compare Portfolios — side-by-side comparison when you need to evaluate your groupings against each other.
And here’s something that applies to every app: you can export pretty much any chart by clicking the hamburger menu — save it as an image, PDF, or as raw numbers in CSV or XLS for Excel.
One more thing — these apps are in User Beta. That means they’re live and available, but they haven’t been thoroughly user-tested yet. If you see something broken or think “I wish it did it this way...” — tell us. Maybe we’ll change the app, maybe we’ll release a new one that does it differently. I’m wide open to feedback to make these the best tools for real estate investors available anywhere, at any price.
Love,
James Orr
Real Estate Financial Planner™
P.S. Two sales running this week through Sunday:
Property Change Log — lifetime access for $99:
https://apps.refp.com/property-change-log/pricing.php?coupon=FUSUUP
Rental Property Calculator — $99/month (normally $199/month):
https://apps.refp.com/rental-property-calculator/pricing.php?coupon=RQ4CCF
Both expire Sunday, March 29 at midnight.
