Portfolio Proforma & Financial Modeling?

[Casey Graham]

***Looking for someone who can provide financial modeling and proforma for growing portfolio***

In January 2025 we started investing in a small town in middle Georgia. 

We have bought 14 doors with a mix of multi family and single family. We are adding value to each property and then renting it out. We have have a few DSCR loans lined up to cash out refi after they are rented out.

We are looking to grow to 100 doors in the next 18 months & we are looking for an outsourced parter to help us do the following... Please tag anyone that you know would be great at this. 

1: Financial Proforma

We want a single place to look to see all properties rolled into one view.  We want to be able to clearly see: 

Gross Rents, Expenses, Loan info & Net cashflow 

We have all data inside quickbooks but it's not as simple and pretty as I want to see it. 

We would want this proforma to allow us to simply add new properties to the mix and keep building the proforma as we acquire more doors. 

2: Financial Dashboard

We want a single place to look to evaluate ARV, cash on hand, Debt, per door cost, average rents etc...

We want to be able to see key data points in a simple view and the ability to add to it as we add doors. 

Who should we talk to that loves this kinda stuff and can do it in their sleep? 

We are practicing the BRRRR strategy because we are able to find good deals in the town we are in...