Get a Clear Path To Your Real Estate Investing Goals
Take the guesswork and research out of your real estate portfolio management with our panel of experts.
Webinar on Thursday, April 13th at 12PM MDT
Can't make the webinar live?
Just register and the recordings will automatically be sent to you!

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A Comprehensive Portfolio Analysis Workshop
Earlier this year we hosted our first-ever Portfolio Analysis Mastermind (PAM). Over 100 people joined us over 9 weeks as our team of local investors and thought leaders led investors through the steps needed to successfully analyze their own rental portfolio and find opportunities to better utilize their equity.
With the massive shift in the market, investors are circling back for more advice. In an environment of increasing complexity, regulatory pressure, market uncertainty and an ever-evolving investment universe, we recognize that optimizing your portfolio is becoming more and more challenging.
We're launching PAM 2.0 to help provide some clarity. Our team of highly qualified investment consultants will empower you to gain new perspectives on your portfolio, giving you the tools and support that you need to get closer to your overall portfolio objectives.
Can't make the webinar live?
Just register and the recordings will automatically be sent to you!

Organize Your Portfolio & Goals

Understand what assets you have and how they contribute to your portfolio's goals and risk tolerances.

Analyze Your Portfolio with Property Llama

Use our proprietary portfolio analysis software to run asset allocation models and compare scenarios.

Map Your Next Steps with our Action Plan Template

Use our ROE Action Plan Template to provide structure to your findings and create clear next steps..

Portfolio Analysis Mastermind 2.0
You'll learn:
Our Panel of Local Experts
Get exclusive access to some of Colorado's most experienced real estate professionals.
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Chris Lopez

Founder, Envision Advisors Host

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Lon Welsh

Founder, Ironton Capital Expert Panelist

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Jenny Bayless

Portfolio Analysis Specialist Expert Panelist


Nicole Rueth

SVP, TheRuethTeam Expert Panelist

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Aaron Clinkscales

Portfolio Analysis Specialist Expert Panelist

WEEK 1 - November 15th at 11 AM MDT
5 Steps to Build Your Portfolio Architecture
WEEK 2 - November 22d at 11AM MDT
Live Portfolio Analyses!
WEEK 3 - November 29nd at 11 AM MDT
Live Portfolio Analyses (Part 2)
BONUS Webinar!
Supercharge Your Return with No Increased Risk
BONUS Webinar!
How to Sell an Investment Property for Top Dollar and Reinvest It
Bonus Materials
Need To Know: Portfolio Analysis Mastermind 2.0
What is it?
It's a 5-week interactive mastermind built around teaching you our techniques for equity optimization and optimizing your portfolio.
By the end of the course, you'll have organized all your rental properties to understand the returns, clarified your goals and risk tolerance, identified various opportunities, and created your action plan. Let's optimize your portfolio!
Who is it for?
Real Estate Investors or Agents with at least one rental property. Asking, "What should I do with my properties?"
What's the format?
Each webinar will address a different part of the framework: planning, discovery, and real world case studies. Sometimes homework will be assigned during the webinar. If that's the case, be sure to do it before the next webinar.
Part of this series involves learning to use our proprietary portfolio analysis software, Property Llama. You will need to create a free account and upload your portfolio of properties into the software.
There will be a dedicated Facebook group for this course, which you will get access to via email a few days before the course launches.
There will also be a suite of templates and important resources provided along with the series. These materials will be available to you a few days before the course. They will be available through our Notion, which is a document sharing system we use internally.
Can't make the webinar live?
Just register and the recordings will automatically be sent to you!
Free Access to Property Llama Our New Investing Software!
Spreadsheets are great but simply don't cut it for analyzing rental portfolios. That's why we built Propertyllama, our brand new software built around our Portfolio Analysis service.
It'll give insight into:
Is the Portfolio Analysis Mastermind 2.0 for You?
Do you own properties?
Do you have any of these questions about your portfolio:
If your answer is YES, then the Portfolio Analysis Mastermind 2.0 is for you.
Is it just for Colorado Investors?
No! These concepts and practices can be applied to any portfolio across the country
When does it start?
The Portfolio Analysis Mastermind 2.0 launches on November 15th.
What if I can't attend the webinars live?
This course is 100% online. If you are registered for the webinar series, and can't make one of the webinars, you will automatically be emailed the recording. If you choose not to attend any of the webinars live, that's totally okay, and you'll receive all five recordings via email. Recordings will be emailed the same day as the live webinar. Don't worry if you can't make them live. We built the curriculum to work whether you attend live or catch the recordings
What's Included?
Everything you need to get a handle on your portfolio.
Does it cost money?
It's 100% free.
I'm an agent/lender/etc, can I participate?
Yes! It's for investors, but everyone can benefit from this course. Feel free to invite clients if they can benefit from the program.
Can't make the webinar live?
Just register and the recordings will automatically be sent to you!
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Can't make the webinar live?
Just register and the recordings will automatically be sent to you!