Managing a real estate portfolio shouldn't require a CFO-sized spreadsheet
Most investors piece together their portfolio view from QuickBooks exports, bank feeds, and manual reconciliations. The result is delayed decisions, missed underperformance, and no single source of truth.
No portfolio-level view
Each LLC has its own books. You can see individual property performance — but aggregating across 10, 20, or 30 properties requires hours of manual work every month.
Spreadsheet dependency
The "real portfolio dashboard" lives in a spreadsheet that someone updates on the 15th of each month — by which time the data is already stale and decisions are already made.
Cash flow surprises
Vacancies, deferred maintenance, and rising insurance costs hit cash flow without warning. By the time you see it in the numbers, the month is already over.
Mixed entity accounting
Properties in different states with different LLCs using different accounting software — QBO for some, Excel for others, bare bank feeds for others still. Consolidation is a nightmare.