Skip to content
STRATAFOLIO Logo
  • Our Solutions

    Smarter tools for your portfolio

    One platform doesn’t fit every need. STRATAFOLIO delivers tailored solutions for managing commercial properties and land assets, built to fit your business. Choose a solution to learn more.

    Solutions:

    • Financial Management
    • Operations Management
    • Asset Management
    • Investor Management

    Commercial Property Management:

    • Retail
    • Offices
    • Strip Mall
    • Healthcare
    • Industrial
  • Features

    Leasing:

    • CAM
    • COI
    • Rent Rolls
    • Tenant Portal Management
    • QuickBooks Integration

    Who We Serve:

    • Accountants
    • Landlords and Investors
    • Property Managers

    Benefits:

    • Benefits
    • ROI Calculator
  • Resources
    • Blog
    • Templates
    • Knowledge Base
    • Case Studies
    • Webinars
    • Referrals
    • Guides
    • FAQ
    • Partners
  • Pricing
  • Login
Schedule A Demo

Topics: Investors

Refine Your Search
Tip: Use arrows to navigate results, ESC to focus search input
  • KB Home
  • Investors

How to Add Lender Information in STRATAFOLIO

Run CAM Reconciliation End-to-End

How to Turn Off Custom Transaction Numbers in QuickBooks Online

How to Invite an Investor to STRATAFOLIO

How to Set Up an Investor in STRATAFOLIO

Investor Roles

Set up ACH Payments in STRATAFOLIO

How to Mark an Asset as Sold in STRATAFOLIO

Investor Dashboard

Search

Recent articles

  • How are fees recorded for ACH transactions?
  • Using STRATAFOLIO with Accrual-Based Accounting
  • Understanding the STRATAFOLIO Platform: Navigation, Structure, and Key Tools
  • How do I Handle a Sold Asset
  • How to Handle Sub-Leases or Lease Assignments

Most viewed articles

  • How Do I Export Customers from QuickBooks Desktop?
  • Creating Income Items in QuickBooks Online
  • Run CAM Reconciliation End-to-End
  • Owner Payment Integration (ACH) in STRATAFOLIO
  • Set up ACH Payments in STRATAFOLIO

Get In Touch With Us!

415 12th Ave SE
Cedar Rapids, IA 52401
[email protected]
Contact us: (319) 214-3092
Facebook Linkedin Youtube Instagram

Quick Links

  • Refer and Earn
  • Terms of Use
  • STRATAFOLIO Privacy Policy
  • STRATAFOLIO Site Map
  • About Us
  • Contact Us
  • Careers
  • FAQ
  • Refer and Earn
  • Terms of Use
  • STRATAFOLIO Privacy Policy
  • STRATAFOLIO Site Map
  • About Us
  • Contact Us
  • Careers
  • FAQ
Intuit_quickbooks_solution_provider.png
REACH-Commercial-Logo.png
STRATAFOLIO Reviews

Copyright© 2025 STRATAFOLIO, INC.

STRATAFOLIO-Cash-flow-Dashboard-laptop.gif

Speak To An Expert!

 And, learn why other commercial real estate owners use STRATAFOLIO to increase efficiency and profitability.

STRATAFOLIO-Cash-flow-Dashboard-laptop.gif

Before You Go!

 Speak to an expert to find out how you can increase efficiency and profitability.