How to Handle Tenant Move-Ins and Move-Outs
Accurately handling tenant move-ins and move-outs in STRATAFOLIO is essential for maintaining clean records, ensuring correct accounting, and keeping your portfolio reports up to date. STRATAFOLIO makes this process straightforward by allowing you to manage tenant move-in details when a new lease begins and record tenant move-out activities when a lease ends. Manage Tenant Move-In […]
How to Add an Entity
In STRATAFOLIO, an entity is a legal organization such as an association, partnership, proprietorship, trust, or individual that owns real estate assets and takes on or pays debts. Entities provide the foundation for organizing your portfolio and aligning assets with the correct ownership structure. This article walks you through the steps to add a new […]
Managing Your STRATAFOLIO Account and Settings
Your STRATAFOLIO profile allow you to manage important security features like your password and two-factor authentication (2FA/MFA). Both of these can be accessed by navigating to your profile in the top right corner of the screen. Reset Your Password For security, new passwords must include: Select Change password to confirm. If you forget your current […]
How to Customize and Save a Report View
In STRATAFOLIO, a table is a grid of information displayed in rows and columns, similar to a spreadsheet. Tables show details about leases, tenants, payments, properties, and more. You can filter, arrange, and adjust these tables to match your workflow or format your reports. This functionality makes it easy to customize reports in STRATAFOLIO so […]
Organize Your Portfolio Structure
Managing commercial properties becomes much easier when you keep your portfolio well-structured. STRATAFOLIO gives you the tools to build an organized hierarchy of entities, assets, buildings, and units so your financial and operational data stay accurate and easy to access. When you use real estate portfolio management software like STRATAFOLIO, you save time, reduce errors, […]
Manage Your Subscription and Billing
STRATAFOLIO makes it easy to manage your subscription and billing information. Below, you’ll find instructions for updating payment details, increasing units, and what to do if you need to change or cancel your plan. Where Can I See STRATAFOLIO Billing and Invoices All STRATAFOLIO subscription billing is managed securely through Stripe. This means every invoice, […]
Add a New Property or Building
When you manage your portfolio in STRATAFOLIO, you may need to set up a new building. It’s important to understand that every building must belong to an asset. This structure mirrors the way properties are legally and financially organized, so the first step is always to create the asset before you attach any buildings. What […]
View Actual Operating Expenses (OpEx)
Actuals Overview in the OpEx Tab This is where STRATAFOLIO has calculated the invoiced amounts vs. actual expenses flowing in at the pro-rata share on a cash basis from the QuickBooks account. You can produce the CAM Reconciliation Reports from this view in STRATAFOLIO. How to Go to the Actual Operating Expenses To go here, […]
View Operating Expense (OpEx) Invoices
Invoice Overview in the OpEx Tab This view displays the details and amounts that will appear on the tenant’s monthly invoice. The amounts are the budgeted amounts for this lease for their N, NN, or NNN expenses. This may include Real Estate Taxes, Insurance, and CAM. All of the combined expenses are called Operating Expenses. […]
Understanding CAM charges and Reconciliation
What is CAM? Operating Expenses (OpEx) represent the ongoing costs required to run and maintain the common areas of a commercial property. These expenses include real estate taxes, insurance, landscaping, snow removal, janitorial services, utilities, general repairs, and other essential services that support daily operations. Common Area Maintenance or CAM represents the shared expenses necessary […]
