How Leveridge works
A guide to what the Leveridge platform does and how to use it, from setting up your first client to generating a portfolio report. For account help and troubleshooting, see Support. For real estate planning concepts, see the FAQ.
Last updated July 23, 2026
What Leveridge does
Leveridge is the real estate planning platform for financial advisors. It analyzes every investment property a client owns and translates it into planning language: what the property does to their cash flow and equity, what it would cost in tax to sell, and how the options compare.
Portfolio dashboard and observations
One view of a client’s whole real estate portfolio, opening with key observations that surface what matters most before you look at the numbers.
Property analysis
Net cash flow, equity and lendable equity, appreciation, depreciation, and exit tax for every investment property a client owns.
Exit strategy comparison
Model hold, taxable sale, and 1031 exchange side by side over a planning horizon you choose, each with the assumptions behind it.
Client-ready reports
Generate a client-ready PDF report that summarizes a client’s properties, key observations, and analyses to review in a meeting.
Planning-software integration
A per-property Real Estate Planning Fact Sheet formatted for direct entry into eMoney, RightCapital, and MoneyGuidePro.
Document extraction
Upload a client tax return and Leveridge pulls the real estate figures automatically, so setup does not start from a blank form.
Setting up clients and properties
Setup starts with a diagnostic built on publicly available property data, so you can begin without any documents. Adding a client’s real numbers deepens the analysis.
Add a client
Create a client record for the household. It holds every property, analysis, and report for that client.
Add a property
Add a property by entering its address, which lets Leveridge pre-fill what it can, or enter everything manually. Any value Leveridge fills in for you is labeled Estimated, whether it comes from public data or is Leveridge’s own estimate for a figure you haven’t provided. Confirm or override any Estimated value with the client’s real numbers, then add the mortgage, rent, and operating expenses.
Upload a tax return (optional)
Upload a client’s tax return (Form 1040 with Schedule E) and Leveridge extracts the real estate figures automatically. The file is processed in memory and discarded the moment extraction completes; it is never stored. See the Security page for details.
Reviewing a client’s portfolio
Once a client’s properties are in, the portfolio dashboard gives you one view of everything they own. It opens with key observations, short plain-language notes that surface what matters most across the portfolio, followed by the top metrics and a card for each property.
From the dashboard you can open any property for its full analysis, or generate a client-ready report to take into a meeting.
Analyzing a property
Open a property to see its full analysis. Adjust any assumption (appreciation rate, holding period, tax rates, or expenses) and every figure updates. Each number is a deterministic calculation, and a traceability view on each figure shows exactly where its value came from, so nothing is a black box.
Cash flow
Gross rent minus the full expense stack (mortgage principal and interest, property taxes, insurance, maintenance, management, vacancy, and capital-expenditure reserves), to show the net amount the property adds to or draws from the client’s budget.
Equity and lendable equity
Total equity in the property, plus lendable equity: the capital a client can access without selling, calculated at a 70% loan-to-value cap minus existing loan balances.
Appreciation
Annual growth rate, compound annual growth rate (CAGR), and projected future value across the planning horizon you set.
Depreciation
Annual straight-line depreciation and accumulated depreciation to date, used both in cash-flow analysis and in the exit-tax calculation.
Exit tax and net proceeds
Capital gains, depreciation recapture, applicable state tax, and the Net Investment Income Tax, netted against the sale price and selling costs to show what the client actually keeps.
Comparing exit strategies
Open the strategy comparison for a property to see three approaches side by side over the holding period you choose. Each shows its projected outcomes and the assumptions behind it.
Hold
Projected net cash flow and appreciation if the client keeps the property across the planning horizon.
Sell (taxable sale)
Net proceeds after real estate commission, closing costs, capital gains tax, depreciation recapture, state tax, and the Net Investment Income Tax.
1031 exchange
Defer capital gains and depreciation recapture by exchanging into a like-kind replacement property, commonly a Delaware Statutory Trust (DST) for clients moving from active management to passive ownership.
Strategies are presented as a factual, side-by-side comparison of which option leads, trails, or is neutral on each measure. Leveridge never labels an option as recommended or best; the suitability decision stays with the advisor.
Reports and planning-software integration
Portfolio report
Generate a client-ready PDF report that summarizes a client’s properties, key observations, and analyses. It’s the shareable version of the portfolio dashboard, formatted to hand to a client or review directly in a meeting.
Real Estate Planning Fact Sheet
Generate a per-property Real Estate Planning Fact Sheet formatted for eMoney, RightCapital, and MoneyGuidePro. Each one includes current property value, equity, net rental income, and mortgage liability in the format each platform expects, so the property analysis flows into the client’s financial plan.
Data, documents, and privacy
Where property data comes from
Property records, valuations, and market data come from licensed third-party data providers and public records. You can edit any property’s details directly in the app.
How uploaded tax returns are handled
Tax returns are processed in memory and discarded the moment extraction completes. They are never stored; only the extracted planning figures are saved to the client file.
Security
For how we protect advisor and client data, see the Security overview. To report a security concern, email security@leveridge.ai.
Troubleshooting and support
Answers to the issues that come up most. For the full list, see the Support page.
I can’t sign in or I forgot my password
The platform lives at app.leveridge.ai. Use the “Forgot password” link on the sign-in page to reset it. If you’re still locked out, email support@leveridge.ai from the email address on your account.
A number in an analysis doesn’t look right
Every figure in Leveridge is a deterministic calculation, so it can be traced exactly. Check the property’s inputs first, since most surprises come from an outdated value or expense. If it still looks off, email support and we’ll walk through the calculation with you.
Something looks wrong. How do I report a bug?
Email support@leveridge.ai with the client or property where you saw the issue and a screenshot if you have one. We respond within one business day and prioritize anything that blocks client work.
Need a hand?
Support requests go straight to the team that builds the product. Email us and you’ll hear back within one business day, usually much sooner. Prefer to share a screen? Book a live working session.
Book a working sessionContact options, getting-started steps, and common questions about accounts and billing.
Real estate planning concepts and how they work inside Leveridge.
Live uptime and incident history.
How we protect advisor and client data.