Free for first-time buyers and casual readers. Pro for serious individual investors. Premier for active investors. White-glove consulting for family offices and institutions.
$0forever
What this is for: answering "can I afford this?" before involving a CPA — and not blocking you behind a paywall to do it.
$99/year
≈$8.25/month, billed annually · founding rate, locked for life · standard $290/year
Worked example: on the $900K sale in our tax tool’s example, the 1031 path preserves $119,760 of deferred tax — run your own numbers free.
$890/year
≈$74.17/month, billed annually · founding rate · standard $990/year
Why this tier exists: the structuring decisions — 1031 vs. OZ, cost-segregation timing, REPS qualification — are where five- and six-figure tax outcomes are decided. Premier models them on your numbers, with the Crisis Playbook ready when the market turns.
Why this tier exists: decisions on $25M+ portfolios compound across generations — one mis-structured 1031 or delayed lender conversation costs more than a decade of the retainer. The team advising them here is the one the region's families already hire.
The free tier is real and meant to be useful — not a bait-and-switch. Every calculator is free forever, with no time limit and nothing to cancel. We make money on Pro, Premier, and Family Office, so you only pay when you want the deeper analysis tools — the free tier alone is the most personalized free real-estate decision tool we've seen.
For families with $25M+ of real estate exposure, yes — a single bad 1031 decision, a mis-structured entity, or a missed cost-seg study typically costs more than a decade of the retainer. The tier is also intentionally service-led (not just software): a named senior consultant, quarterly written deliverables, and IC participation. Most clients renew above 90% in industry benchmarks.
The platform interface is available in English and Spanish. We work regularly across these markets — Mexican fideicomiso, Dominican CONFOTUR, and the FIRPTA / specialty foreign-buyer lending market that LatAm UHNW investors hit when buying US property — and the directory lists the local tax and legal specialists who execute them, with direct contact details so you reach them yourself. For most of our clients, the cross-border angle is why they engage us in the first place.
We don't originate. The directory is free and direct: the listing shows the firm's website, email, or phone, and you contact it yourself — no introduction, no referral fee, and nothing paid for placement. Where we do have a commercial relationship — a few mortgage and insurance partners that appear inside the calculators — the link says so, and that relationship has no bearing on the directory or on which firms are vetted.
Fundamento was built by the team of an Americas-focused real-estate investment practice — advisory and private-equity work spanning hundreds of projects and dozens of countries over more than two decades, recognized by an international real-estate awards program. The practice’s client work is private, so its name doesn’t appear here — a discretion its families would recognize. Fundamento, LLC is an independent software and research company; it is not an investment adviser, broker-dealer, or fund, and nothing on this platform is investment advice or an offer of securities. There is no spokesperson by design — the method is the product.
Two clicks. We don't make you call. Founding-member pricing is locked in for life as long as you don't cancel.
Free for first-time buyers and casual readers. Pro for serious individual investors. Premier for active investors. White-glove consulting for family offices and institutions.
$0forever
What this is for: answering "can I afford this?" before involving a CPA — and not blocking you behind a paywall to do it.
$99/year
≈$8.25/month, billed annually · founding rate, locked for life · standard $290/year
Worked example: on the $900K sale in our tax tool’s example, the 1031 path preserves $119,760 of deferred tax — run your own numbers free.
$890/year
≈$74.17/month, billed annually · founding rate · standard $990/year
Why this tier exists: the structuring decisions — 1031 vs. OZ, cost-segregation timing, REPS qualification — are where five- and six-figure tax outcomes are decided. Premier models them on your numbers, with the Crisis Playbook ready when the market turns.
Why this tier exists: decisions on $25M+ portfolios compound across generations — one mis-structured 1031 or delayed lender conversation costs more than a decade of the retainer. The team advising them here is the one the region's families already hire.
The free tier is real and meant to be useful — not a bait-and-switch. Every calculator is free forever, with no time limit and nothing to cancel. We make money on Pro, Premier, and Family Office, so you only pay when you want the deeper analysis tools — the free tier alone is the most personalized free real-estate decision tool we've seen.
For families with $25M+ of real estate exposure, yes — a single bad 1031 decision, a mis-structured entity, or a missed cost-seg study typically costs more than a decade of the retainer. The tier is also intentionally service-led (not just software): a named senior consultant, quarterly written deliverables, and IC participation. Most clients renew above 90% in industry benchmarks.
The platform interface is available in English and Spanish. We work regularly across these markets — Mexican fideicomiso, Dominican CONFOTUR, and the FIRPTA / specialty foreign-buyer lending market that LatAm UHNW investors hit when buying US property — and the directory lists the local tax and legal specialists who execute them, with direct contact details so you reach them yourself. For most of our clients, the cross-border angle is why they engage us in the first place.
We don't originate. The directory is free and direct: the listing shows the firm's website, email, or phone, and you contact it yourself — no introduction, no referral fee, and nothing paid for placement. Where we do have a commercial relationship — a few mortgage and insurance partners that appear inside the calculators — the link says so, and that relationship has no bearing on the directory or on which firms are vetted.
Fundamento was built by the team of an Americas-focused real-estate investment practice — advisory and private-equity work spanning hundreds of projects and dozens of countries over more than two decades, recognized by an international real-estate awards program. The practice’s client work is private, so its name doesn’t appear here — a discretion its families would recognize. Fundamento, LLC is an independent software and research company; it is not an investment adviser, broker-dealer, or fund, and nothing on this platform is investment advice or an offer of securities. There is no spokesperson by design — the method is the product.
Two clicks. We don't make you call. Founding-member pricing is locked in for life as long as you don't cancel.