For Financial Advisors with Real Estate Clients
Guides, comparisons, and reference material for advisors who need to analyze investment property, model exit strategies, and integrate real estate into the financial plan.
The two categories of software advisors conflate, estate planning tools versus investment property analysis tools, and what the planning workflow actually requires.
Why advisor-built spreadsheets break down for this workflow, and which purpose-built tools now handle property analysis, syndication tracking, estate scanning, and acquisition underwriting.
What a chat window and a free calculator do well for client rental property, where they stop, and what has to be true before a number goes in front of a client.
Both tools read tax returns. Holistiplan models the tax impact across the return. Leveridge analyzes the real estate inside it. Same upload. Different job.
A comprehensive guide to the real estate planning workflow — from reading a Schedule E to modeling hold, sell, and 1031 exchange strategies for clients with investment property.
Common questions from advisors about real estate planning, rental property analysis, exit tax modeling, depreciation recapture, and how Leveridge works.
A feature-by-feature guide to using Leveridge: setting up clients and properties, running the analysis, comparing exit strategies, and generating reports and Real Estate Planning Fact Sheets.
Leveridge was added to the Kitces AdvisorTech Map and covered in the June 2026 #AdvisorTech roundup, where it’s described as “the Holistiplan of real estate.”