Reviewed document or prompt intake
Upload a supported statement or paste text privately. Trexia previews a proposed mapping so you can check warnings, sources, dates and amounts before confirming records.
For Investors & Owners
Organize your real estate strategy.
Organize property context, replacement criteria, and professional relationships for a potential 1031 exchange or other real estate decision. Trexia does not provide tax, legal, investment, or transaction advice. Source freshness and workflow coverage vary across Residential, Multi-Family, Commercial, Industrial, Land, Specialty, and Hospitality assets.
Private financial-health planning
See the household context around a property decision
Begin with the existing Real Estate Goals Assessment. After you create or sign in to a client account, the financial-plan workspace can organize only the records you choose to enter or review—without putting financial details in a public URL.
Net worth and explicit scenarios
Organize dated assets, debts, cash and goals, then compare deterministic baseline or downside assumptions. Scenario paths are not forecasts, investment advice or success probabilities.
Household risk and permissions
Explore reserve shortfalls and goal trade-offs, and invite a verified household member or professional only with explicit access and consent. Access can be revoked.
No bank connection is required or represented as live. Missing information remains unknown. Trexia does not guarantee wealth, returns, liquidity or any scenario outcome.
Investment Strategy Workflow
A structured way to record asset facts, replacement criteria, sources, and consent before professional review.
Workflow Demonstration
Illustration only. No account, connection, review, or automation runs here. Use a stage’s link to start its supported flow.
Asset & Exchange Context Example
Step 1 of 3
Example next outcome: your starting information is ready for review.
Frequently Asked Questions
How does the 1031 exchange planner work?
The intake organizes relinquished-asset details, replacement criteria, timing notes, and professional relationships. It does not determine eligibility, deadlines, tax treatment, or deferral; consult your CPA, tax attorney, and qualified intermediary.
Which asset categories does Trexia use?
The shared taxonomy is Residential, Multi-Family, Commercial, Industrial, Land, Specialty, and Hospitality. Available fields, sources, and discovery workflows vary by category and market.
Where do the economic indicators come from?
Available indicators identify their source and effective or retrieval date where provided. Coverage and freshness vary by dataset; an indicator is context, not a prediction, recommendation, or guarantee of yield.
Do I need an existing broker to use the planner?
You can organize your context before selecting a real estate advisor, but Trexia is not a CPA, tax attorney, qualified intermediary, lender, or investment adviser. Seek the professionals appropriate to your exchange and transaction.
Is my portfolio data kept private?
Finance and portfolio details are not automatically shared. Before a handoff, review the recipient and fields and give explicit consent; a normal property or scenario share does not authorize a complete financial profile.
What does the private financial-health workspace do?
After you create or sign in to a client account, you can enter dated balances and cash movements, review document or pasted-text mappings before saving them, compare deterministic scenarios, and manage household access. It does not connect to bank accounts, predict success, or guarantee financial outcomes.
Is investor or builder listing inventory available?
Investor and builder listing inventory is planned, not available as a promised live feed in this workflow. Current intake tools record criteria and can use whatever connected or public discovery sources are available; suitable inventory is not guaranteed.
Build your asset strategy
Register as an investor client to save exchange context and portfolio details. Share financial information only after reviewing the recipient and giving explicit consent.
Create Investor AccountSource & freshness: Confirm current state and tax requirements with your CPA, tax attorney, and qualified intermediary; data availability varies by source.
Review state references (not tax advice) →
Review state references (not tax advice) →
Page capabilities reviewed . This is a review of the page’s claims, not a freshness date for market data. Check the date and source of each result before using it.