Reporting

Accurate financials
& reporting for your real estate portfolio

REPORTING TOOLS`

Reports for the info you need, when you need it

Portfolio & Financial Reporting

View up-to-date financial, portfolio, and investor reports for instant, reliable information whenever you need it.

Reporting Tools - Financial Reporting Illustration
Reporting Tools - Export Tax Forms Illustration

Export Tax Forms

Sometimes you can't wait till tax time to generate IRS Schedule E, IRS Schedule K-1, and IRS Form 1065 so we let you create these filled tax forms anytime.

Need help managing your real estate portfolio?

Managing multiple properties and maximizing tax benefits can be complex. Our expert CPAs are here to guide you - from portfolio tracking to tax strategy optimization.

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