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Updated 3 months ago,

User Stats

73
Posts
70
Votes
David Fitch
  • Investor
  • Westlake Village, CA
70
Votes |
73
Posts

Software for Managing a Portfolio

David Fitch
  • Investor
  • Westlake Village, CA
Posted

Curious to get some tips from folks that have a larger portfolio (say 50+ units or larger) across multiple MF buildings (so different acquisition dates, financing, etc.) and what software you use?

My property manager uses AppFolio, which is fine for transaction level detail and a few dashboards. I use Quickbooks online for the formal accounting so it's easy for my tax guy to get in there and do his piece every year, since I have an LLC per building. Are there other SaaS platforms folks use to aggregate views for their own use? Any suggestions are welcome.

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