Organize
Keep properties, entities, loans, and management details in one system instead of scattered spreadsheets.
The modern way to run what you own
Everything you own.
One place to run it.
Hold Wise by Main Street Pulse brings your real estate properties and business entities into one clear view—so DIY investors always know where things stand.
Sign up for free
What is Hold Wise?
Your home base for property clarity
Hold Wise keeps every property and entity organized, tracks the trifecta as your numbers change, and shows you the Wealth Funnel — how it all connects and flows up to you.
Track
Track the trifecta — equity, appreciation, and cash flow — recalculated instantly as you enter your numbers.
Visualize
The Wealth Funnel: see how your real estate, entities, and assets connect and flow up to you, or your trust.
Growth & Income
See how much your portfolio has grown in value, and how much income it's putting in your pocket.
Everything you need, in one place
A clear view of your whole portfolio
Organize
You’ll never be more organized
Spreadsheets aren’t built for a growing portfolio. Hold Wise is the hub for properties, entities, and the details that keep a DIY operation running.
- All your real estate properties in one place
- Manage business entities and assets together, with every property tied to the entity that owns it
- Track loan details without a separate spreadsheet
- Keep property management and HOA information close
Track
See where you stand, instantly
Enter your numbers once and Hold Wise tracks the trifecta — equity, appreciation, and cash flow — recalculated the moment anything changes.
- Equity and monthly cash flow per property
- Appreciation and cash-on-cash ROI, calculated for you
- Portfolio totals rolled up by entity
Visualize
The Wealth Funnel: see how it all connects
A bottom-up view of your financial structure — you, or your revocable trust, at the base, with every property, entity, and asset connected above it. See how everything you hold flows together and rolls up to you.
- A clear map of entities and ownership
- Value history for every property, over time
- Forward-looking projections based on your own numbers and assumptions
Growth & Income
See what it's actually earning you
Track how much your portfolio has grown in value over time, and how much income it's putting in your pocket along the way.
- Portfolio value growth over time
- Total cash flow and income across your holdings
- A clear before-and-after view of your progress
In the field
See how Hold Wise is being used
Investors use Hold Wise to walk into meetings with a complete picture—and to keep family, partners, and advisors looking at the same records.
“I love to go into a meeting with my partners, pull Hold Wise up and you can quickly and easily see your entire portfolio, drill into a certain property, and talk about the strategy around that.”
“When you have a lot of holdings, you just don’t remember all the time. Being able to manage everything in one place has been a game changer.”
Get started
Run everything you own from one place
Organize your properties and business entities in one clear view.
Sign up for free