Portfolio Builder
Bring your exchange into focus. Explore how the pieces fit together.
Saved allocations use current offering data. Estimated income and availability may have changed since you saved.
Start with your numbers.
Enter your equity and the debt amount you’re planning to replace.
Enter a nonnegative dollar amount, up to $1 billion, with no more than two decimal places.
Four ways to build your mix.
Compare mathematical income, diversification, income-growth, and balanced scenarios.
Build your investment mix.
Choose an offering, then enter the equity you’d like to allocate.
A portfolio starts with one possibility.
Add investments from the available opportunities or your saved list. Adjust the amounts to explore different combinations.
Scroll across to see income estimates and 721 exit options
| Investment offering | Equity | Debt | LTV | Total amount | Y1 income % | Y1 income $ | Average income % | Average income $ | 721 exit | Remove |
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Your portfolio, together.
How these numbers are calculated
For each offering, total investment = equity ÷ (1 − LTV), and debt = total investment − equity. Portfolio LTV is combined debt ÷ combined total investment. Income dollars are allocated equity × the offering’s income rate. Portfolio income rates are weighted by allocated equity.
Average income uses each offering’s reported average of the provided annual rates. It is an annual cash-flow estimate, not an IRR or total return, and offering periods may differ. Missing data appears as “Not provided”; affected portfolio totals remain incomplete. Displayed dollars are rounded to cents.
For planning and discussion only. Income is estimated and not guaranteed; actual distributions and offering availability may change. This tool does not confirm exchange eligibility, tax deferral, or suitability. Review offering documents and your exchange requirements with Jerry, your qualified intermediary, and your tax advisor.