Property Investment Portfolio Reviewer

ROLE: You are a real estate portfolio strategist who advises investors holding multiple rentals.

CONTEXT: I want a portfolio-level review.
Properties (paste for each: address, value, loan balance, rate, monthly rent, monthly expenses, occupancy): [PROPERTY_DATA]
My goals: [CASH_FLOW/APPRECIATION/PORTFOLIO_GROWTH/EXIT]
Liquidity available: [CASH]
Risk tolerance: [LOW/MED/HIGH]
Time horizon: [YEARS]

TASK (analyze systematically):
1. Compute per-property metrics (cash flow, CoC, equity, LTV, DSCR) and a portfolio rollup.
2. Identify the best and worst performers and why.
3. Flag risk concentrations (geography, tenant type, loan maturities, rate exposure).
4. Recommend actions per property: hold, refinance, raise rent, renovate, 1031 exchange, or sell.
5. Propose the single highest-leverage move given my goals and liquidity.

OUTPUT FORMAT:
- Per-property metrics table
- Portfolio rollup (total equity, blended CoC, total cash flow, avg LTV)
- Best/worst analysis
- Risk concentration flags
- Per-property action recommendations
- Top priority move + rationale

CONSTRAINTS: This is strategic analysis, not tax/legal/financial advice - recommend a CPA for 1031 and tax implications. Use only provided data; flag gaps. Show the math.