Solutions · Owner-operators
Run it on the numbers you underwrote.
The deal you underwrote and the asset you run are the same record. No re-deriving what you assumed at acquisition once you're six quarters into the hold.
01The problem
The buy-side thesis shouldn't go dark the day you close.
You underwrote the deal in a spreadsheet, closed, and the thesis effectively went dark the day you started running it.
The underwriting record carries forward into the hold, so the assumptions that justified the buy are still there when you need to check them.
Your property-management system tracks day-to-day operations but has no line back to what you assumed at acquisition.
Acquisition and operations live in one record, so a capex or hold-sell call is grounded in the numbers that got the deal approved, not a guess.
FF&E and capex live in a spreadsheet nobody owns, until it turns into a tax-basis problem at disposition.
Every asset is purchased, depreciated, and retired against the property it belongs to, so disposition math is already accounted for.
Multiple entities, multiple logins, and no single place that shows what the firm owns today.
One login covers every entity in the portfolio, with roles for who gets to see and touch what across the firm.
02What matters most
What matters most to a firm that buys and runs its own portfolio
Operations and FF&E
Every FF&E dollar accounted for at exit.
Furniture, fixtures, and equipment tracked from acquisition to disposal, tagged to a property, so every dollar is accounted for at exit.
- Acquisition
- Depreciation
- Disposal
- Tax basis
The firm
One login, every entity, roles per seat.
Multiple entities under one login, with role-based access for asset managers, analysts, and outside partners as the portfolio grows.
- Multi-org
- Roles
- SSO
- Custom branding
Buy it and run it off the same numbers.