What you get: Portfolio clarity
Entity and property level P&L with capital calls and distributions.
Solutions
Investors & Portfolio (OCPA)
Portfolio accounting with property-level P&L, capital tracking, and 1099 readiness.
What you get: Document vault
Securely share K-1s, statements, and investor updates.
What you get: Compliance ready
1099 tracking and audit logs for investor communications.
Who it’s for
- Real estate investors and portfolio managers
- OCPA groups sharing financial updates with investors
- Controllers needing property-level reporting and logs