Investor Real Estate Accounts

For real estate investors to keep track of their properties rental performance and tax information in one place.

Tutorial and Screenshots

We'll give you some screenshots showing what the application looks like and what metrics it allows to display. The example we look at features two properties purchased for cash in 2014.

Maintaining Property List

The list properties are first entered in the property list section.

  • Our first addition is a house in Georgia: here
  • Our second property is in Texas here
  • We entered sufficient information to obtain a summary proforma account, allowing us to gauge whether a property is enhancing or harming the portfolio performance: here

Maintaining Tax Year List

The tax year list is maintained in the tax years menu. - For out example, we are adding year 2014: here - You can edit the year added:
here - The list of properties that should be inserted in the statement as they were in service that year appears: here - The list is then populated with proforma numbers: here - The following tax year edit function allows us to edit the tax number with actual numbers for that fiscal year for the Georgia and Texas properties:

- Note that this table also allows us to enter house price estimates for the end of that year, and mortgage outstanding, so as to be able to keep track of portfolio and individual capital gains and leverage level from one year to another. The actual performance for year 2014 is shown. With much better cashflows for the Georgia property, and much higher capital gains on the Texas house: here