Real Estate Module

Real estate, reconciled with your portfolios

Manage residential, commercial, and rental holdings with mortgage tracking, net operating income, cap rates, cash-on-cash returns, lease reminders, and a full valuation history — all tied to your investment portfolios.

Property management

Everything for a property portfolio

From acquisition to monthly cash flow, every real estate record lives alongside your other investments and reconciles with the same engine.

Property portfolios

Residential, commercial, multifamily, retail, office, industrial, mixed-use, land, and fund interests.

Rental income & expenses

Track rent, parking, and other income separately from mortgage interest, taxes, insurance, repairs, and HOA.

Mortgage & financing

Multiple loans per property, amortization, outstanding principal, and interest vs. principal splits.

NOI, cap rate & cash-on-cash

Net operating income, capitalization rate, and cash-on-cash return — with clear denominators and assumptions.

Lease summaries & reminders

Unit status, lease dates, rent due dates, vacancy, and in-app expiration reminders.

Valuation history & reports

Dated valuations with source labels, estimated appreciation, and exportable property reports.

Accurate real estate metrics

Every metric is calculated from your stored transactions and valuations, with clear definitions and explicit handling of partial ownership, missing valuations, and date ranges. Estimated values are labeled as estimates — never silently converted to zeros.

  • Net Operating Income (NOI) excludes debt service and capital expenditures
  • Cap rate uses annualized NOI over the applicable valuation
  • Cash-on-cash return uses documented cash invested
  • Estimated equity adjusts for outstanding property debt and ownership share
  • Mortgage principal is never counted as an operating expense

Total property value

$1,842,000

▲ 6.8%

Acquisition cost

$1,612,000

Outstanding debt

$718,000

Estimated equity

$1,124,000

Monthly NOI

$9,840

Cap rate

6.4%

Cash-on-cash

8.2%

Illustrative DEMO data

Bring your properties into one view

Create an account, add a property, and see NOI, equity, and cash flow update instantly.