Welcome to Your Portfolio Manager
This platform was designed to help you track, measure, and optimize the performance of your real estate investments. With DreamSource, you’ll gain clear visibility into your portfolio’s cash flow, equity growth, appreciation, and total returns—empowering you to make informed, data-driven decisions that accelerate your path to financial freedom.
Your portfolio manager aligns every property’s performance with your personal investment objectives—whether that’s maximizing cash flow, building long-term equity, or creating passive income that supports your retirement goals.
Define Your Goals
Define your specific real estate goals and monitor your progress toward achieving them.
Track Performance
Track investment performance at the singular investment level or the entire portfolio.
Analyze Investments
Analyze a property to see if it enhances your portfolio before it's purchased.
My Investment Documents
Access your secure Google Drive folder for all investment-related documents.
Portfolio Report
Overall Portfolio Metrics
Total Portfolio Value
$0
Overall Total Return
0.00%
Total Annual Cash Flow
$0
Annual Principal Paydown
$0
Annual Tax Savings
$0
Appreciation
$0
Property Details
| Property | Market Value | Annual Cash Flow | Cash on Cash |
|---|---|---|---|
| Oakwood Apartments | $525,000 | $8,500 | 8.10% |
| Maple Street Duplex | $375,000 | $4,200 | 5.60% |
My Properties
Add Property| Property Name | Market Value | Annual Cash Flow |
|---|---|---|
| Oakwood Apartments | $525,000 | $8,500 |
| Maple Street Duplex | $375,000 | $4,200 |
Set Your Investment Goals
Let’s begin by defining what success looks like for you. Select your targets below so we can build a performance plan tailored to your goals.
Property "What-If" Analysis
Adjust the values below to model a potential investment.
Enter Property Details
Portfolio Impact Analysis
Comparing your current portfolio with the projected portfolio after adding this property.
| Metric | Current Portfolio | Projected Portfolio |
|---|---|---|
| Total Portfolio Value | $0 | $520,000 |
| Total Annual Cash Flow | $0 | $4,060 |
| Overall Total Return | 0.00% | 36.32% |
| Annual Principal Paydown | $0 | $6,260 |
| Annual Tax Savings | $0 | $3,500 |
| Total Appreciation | $0 | $20,000 |