NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Asym Capital
Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
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Property Flip or Hold
Property Flip or Hold is a valuable tool for real estate investors that enables them to assess and contrast potential profits from either flipping a property quickly or holding it for rental income in the long term. Investors can choose to capitalize on immediate profits from flipping or benefit from ongoing passive income by renting. This cloud-based software seamlessly synchronizes data across multiple devices, allowing users to efficiently calculate their Maximum Purchase Price, projected profits at closing, equity, Cash on Cash Return, and potential scaling profits from flips over a period of up to 12 months. It also enables users to analyze rental cash flow over a span of 30 years, making it easy to determine how long it would take to reach equivalent profits from flipping versus holding. Each section provides helpful insights with detailed calculation formulas and definitions for major evaluations, assisting users in making informed decisions. Additionally, users can print specific property details and save their findings as a PDF, which can then be easily shared. By joining our mailing list, investors can stay updated with the latest news and enhancements from our team to maximize their real estate investment strategies.
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Streitwise
Streitwise is a real estate investment firm that democratizes access to commercial real estate for investors at all financial levels through an equity REIT. This platform provides individuals with the opportunity to invest in a professionally-managed and tax-efficient portfolio of real estate assets, which has consistently delivered over 8% annualized returns for 19 consecutive quarters, allowing participants to generate passive income. Since its launch in 2017, Streitwise has successfully provided substantial cash flow to its investors, with a targeted return of 9-10% set since 2020. Historically, private real estate investments, particularly through REITs, have been the privilege of wealthy individuals and large institutional entities. However, Streitwise breaks down these barriers, enabling everyone to reap the rewards associated with high-quality institutional property investments. This innovative approach allows both accredited and non-accredited investors to easily participate in commercial real estate opportunities that were once out of reach for the average investor, thereby expanding the horizons of real estate investment. By making these opportunities accessible, Streitwise not only enhances financial inclusion but also helps individuals diversify their investment portfolios.
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