The all-in-one system for serious real estate investors.

Get to Freedom faster... with less effort and more confidence

Designed, built, and maintained by engineers from

The hard part is already done!

No need to worry about how or where to start... it‘s all been figured out for you. With our simple system, REI Copilot organizes any type of investment, stores everything in one convenient place, monitors performance, and guides future decisions with the push of a button.

Monitor your portfolio’s performance instantly by viewing Cash Flow for all of your investments or for any group of assets on our easy-to-read dashboard. Quickly assess changes to your Net Worth and know how much money is deployed and the funds currently available for future investments.

The REI Copilot Freedom Formula

Our comprehensive three-step approach using The REI Copilot Freedom Formula helps you reach financial freedom years sooner with less effort and more confidence, knowing you're on the right path.

Planning

A customized, personalized financial plan allows our investors to move forward with confidence knowing that they are on the right track.

  • Determine Your Monthly Financial Goal
  • Assess Your Current Asset Cash Flow
  • Measure Your "Gap"
  • Plan Future Investments
  • Discover Your Freedom Date

Organization

The benefits of an organized portfolio are higher profits, less stress, and a decreased likelihood of legal or tax problems over the years.

  • Store All Documents, Contacts, and Images for Each Investment
  • Organize Investments by Asset Class
  • Group Assets by Entity or Funding Source
  • Cloud-Based 24/7 Access from any device, anywhere in the world

Accountability

Our Dashboard, Freedom Tracker, and AI-Powered Reminders help our investors hold their funds and those managing their assets accountable and allow them to keep them on target.

  • Track Cash Flow and Analyze Performance for Individual Investments, Asset Classes, or Entire Portfolio
  • Measure Progress Toward Freedom Goal
  • Make Sure You Get Paid
  • Eliminate Underperforming Assets
  • Manage Your Property Managers

Take Your Investing to the Next Level

Request Your FREE Demo Today

Loved by serious real estate investors and professionals.

Our software is so comprehensive, yet so easy to use that people can't help but fall in love with it. Even less experienced investors can manage their investments like a pro.

Best REI Funding

“The software is very impressive, super simple, super straightforward. The one thing that I've learned as a professional lender is that the vast majority of investors don't know how to manage their portfolio, they don't know how to do the calculations, they don't know how to do a lot of things. REI Copilot really does simplify and enable an investor with less skill to get into the game. The software itself will keep track of what you need to know, which is really important for any investor regardless of their experience, especially as you scale and the complexity of your portfolio increases.”

Jeff Cichocki
Jeff Cichocki
Founder & Owner, BEST REI Funding

Frequently asked questions

Frequently asked questions

Can't find the answer you're looking for?

Reach out to our customer support team.

    • Will REI Copilot work with Mac or PC?

      Since REI Copilot is cloud-based, you can use any type of device or operating system to access your portfolio anytime or anywhere.

    • Can I manage my real estate private lending deals with REI Copilot?

      Yes, you can. You can manage any type of real estate investment (rentals, lending, mortgage notes, or funds and syndications) and you'll be amazed at all of the unique features built into our private lending module

    • Can I connect my bank account to the application?

      Yes, we use a third-party software to securely connect your bank account(s) to your portfolio.

    • How long does it take to get started?

      Good news, it only takes a few minutes to create an account and add your investments. The more investments you have the longer it will take (ask about our Concierge Services). Once you're set up, you'll be able to manage your portfolio in a fraction of the time.

    • Can I include my stocks or my business or other investments on the platform?

      REI Copilot was originally created for real estate investors, but we have added a miscellaneous tab which can be used to organize and track your stocks, bonds, and other alternative investments.

    • Do I have to own real estate to use the app?

      Not necessarily, while the app is designed to organize your investments, one indispensable feature is the Freedom Planner which allows you to plan the best investment strategy to get you to freedom faster. Hopefully, once you've designed your plan and created a freedom date, you'll be motivated to acquire the investments to get you to your goal.

    • What if I have a large portfolio and don't want to take the time to re-enter all of my data?

      Great question, we have a concierge service that will create the investments along with their transaction history that many of our more active investors have found invaluable.

    • Will I have full functionality with REI Copilot if I use my phone?

      Yes, all of the amazing features of the app are available for any smart device.

    • What if I invest with business partners?

      Many of our clients have been very pleased with our ability to organize any of their assets by entity or funding source, such as a limited partnership or Self-Directed IRA.

    • What about tax reporting?

      Currently, we offer a Profit and Loss statement for all assets that can be generated within your account. We have plans to add many more financial reports.

    • Is the app secure?

      Yes, of course. Our app uses bank-level encryption and two-factor authentication and is backed up on multiple servers.