You have units rented and rent coming in — but what is your real return after taxes, maintenance, debt service, and vacancies? Most investors find out too late. We give you the numbers before it costs you.
Real estate investors are some of the most ambitious business owners — and the most financially underserved. Sound familiar?
You know rent came in, but after the mortgage, insurance, taxes, repairs, and management fees — what did each property actually net? Most investors have a portfolio-level guess, not a property-level answer.
When it is time to refinance or pull a HELOC, your lender runs the DSCR. You should be running it first. Surprises at the closing table are expensive — and usually avoidable with the right data up front.
A lease ends, a tenant gives 30-day notice, and suddenly you have a gap in income with a mortgage that does not pause. Without a forward-looking cash view, even one vacancy can derail the month.
You bought at a 7 cap. But what is your actual cash-on-cash return after financing? These are different numbers — and mixing them up leads to acquiring properties that look great on paper but underperform in your bank account.
Real estate has the most favorable tax treatment of any asset class — but only if your books are clean enough to capture it. Sloppy records mean your CPA cannot do their best work, and you pay more than you should.
You want to add to the portfolio — another duplex, a small commercial strip. But lenders want two years of clean property-level financials, rent rolls, and cash flow projections you have never had to produce before.
We combine fractional CFO expertise with real-time portfolio data — built specifically for investors who treat real estate as a business, not a side account.
Financial expertise meets real-world knowledge of how investment portfolios actually operate.
We track profitability at the property level — not just the portfolio level — so you know which assets to keep and which to exit
Your financials are organized and current so refinances, HELOCs, and new acquisitions never stall on paperwork
See your entire portfolio's cash position, occupancy, and debt service coverage in one place — updated automatically
Clean, property-level books all year means depreciation is captured, taxes are minimized, and your accountant can do their best work
Schedule a free 30-minute consultation. We will review your current properties and show you exactly what your portfolio is generating — and where you are leaving money on the table.
Schedule Your Free Consultation