Real Estate Management
Keep property accounting and owner reports organized across your real estate portfolio.
Online service across all 50 states
What this service is
Real Estate Management is our service line for investors, landlords, and property operators. It brings together property-level bookkeeping, bank, rent, and security-deposit reconciliation, shared-cost allocation, mortgage and capital expenditure tracking, monthly owner reports, real estate tax and cost segregation, 1031 and opportunity zone planning, and holding-company structure. For landlord-tenant disputes we support the records side and work alongside your attorney.
Forms & documents involved
What we actually do
Keep books by property
Run separate books for each building or entity with clean consolidation.
Reconcile rent and deposit accounts
Match rent receipts, operating accounts, and security deposits to the bank.
Allocate costs and track CapEx
Allocate shared expenses and separate improvements from repairs.
Report to owners
Deliver NOI, occupancy, delinquency, and distribution reports.
Handle real estate tax
Prepare returns, depreciation, cost segregation, and exchange planning.
Structure holdings
Advise on holding LLCs and series structures for tax and liability separation, with counsel.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Volume discount for portfolios of 5+ properties.
- Single-family / condoLong-term rental$110/month per property
- Small multifamily2–20 units or short-term rental$160/month per property
- Commercial / large multifamily21+ units or CAM reconciliations$280/month per property
NOI, cash, arrears, and CapEx reporting across the portfolio.
- Up to 5 propertiesNOI, cash and arrears$240/month
- 6–20 propertiesAdds CapEx tracking and roll-up$420/month
- 21+ propertiesInvestor-level reporting by entityFrom $680/month
Structuring and reinvestment planning; see Real Estate Tax page for the tax-timeline side.
- StandardOne property, one buyer entity$1,380 per transaction
- Multi-propertySeveral properties or investors$2,280 per transaction
Holding-company and liability-segregation setup.
- Single property LLCOne property, one owner group$820 per entity
- Holding structureParent and series or several subsidiaries$1,380 per entity
What You Get
Real Estate Tax
Portfolio-level tax planning and filing coordination built around depreciation, entity structure, and investor economics.
Explore this serviceCost Segregation Coordination
Study coordination and decision support around timing, bonus depreciation, hold period, and documentation defensibility.
Explore this serviceProperty-Level Accounting
Books and reporting by property, entity, and owner so NOI, cash, and CapEx decisions rest on more disciplined operating data.
Explore this service1031 and Opportunity Zone Planning
Deferral and reinvestment planning support for transactions where timing and structure shape after-tax outcomes.
Explore this serviceEntity Structuring for Holdings
Coordination across holding companies, liability segregation, and ownership vehicles connected to the broader portfolio plan.
Explore this service- Property reporting package
- Owner reporting schedule and template structure
- CapEx and loan tracking workflow
- Entity and asset-structure review summary
When this service may fit
- You need reporting by property, entity, and owner rather than one blended ledger
- Refinancing, investor communication, or new acquisitions require cleaner operating visibility
- CapEx, loan, and repair-versus-improvement tracking have become too important to leave informal
- Tax planning would be more disciplined if the underlying property books were cleaner and more structured
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Portfolio and entity-map review
Map the portfolio's properties, entities, managers, financing, and owner reporting needs.
Current reporting and reconciliation diagnostic
Organize property statements, bank activity, rent records, and capital spending into a consistent accounting structure.
Property-level reporting framework design
Reconcile performance and cash movements across properties and explain exceptions requiring owner or manager attention.
Recurring close, reporting, and tax coordination schedule
Prepare owner reporting and coordinate the records needed for tax, financing, or acquisition decisions.
Your Role
Provide property manager reports, ownership records, loan documents, and improvement details, with a designated contact for property questions.
Service Scope
This service concerns real estate accounting and financial coordination. Leasing, tenant administration, maintenance, brokerage, and physical property management are not included.
Start Real Estate Management online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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