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Real Estate Investor Management For Commercial Real Estate

Simplify your investor interactions and keep them engaged

HOW WE HELP YOU!

Tracking investors across all your companies can be a confusing and time-consuming process.

STRATAFOLIO’s investor management feature provides your organization with a complete view of all your investor activities. Immediately, know which investors invested in which legal entities, for how much, when, their Cash-on-Cash Return, and much more. 

Check out some of the features that will automate and simplify your investor management. 

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Intuit QuickBooks is required to use STRATAFOLIO.
Take advantage of our affiliate discount.

Investor Login

You choose who will have the investor login option, so they can see only the investments they made in your organization.

Get more information on effective investor relationship management in our blog article.

Global View

Access your global metrics from anywhere, at any time for all your investors or for yourself. 

Learn more about the STRATAFOLIO Investor Dashboard in our helpful Knowledge Base article.

Complicated Investments?

Have confusing investments where one legal entity will invest in another legal entity? No problem.

Track Guarantors

When applying for a loan, lenders require you to provide a list of guarantor investors among other details. We can help!

And More...!

Schedule A 1:1 Demo Today! 

Let us show you how STRATAFOLIO will improve your Investor Management, save you time, money, and improve your bottom line. 
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HEAR IT FROM OUR CUSTOMERS

OTHER WAYS WE CAN HELP YOU

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Finance Management

Get a consolidated view of your entire real estate portfolio finances, spot trends and patterns in your data, 1-click sharing of information for personal financial statements, and more!

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Operations Management

Use commercial real estate software, so you will never miss lease escalations. We automate your ACH payments, rent roll, work orders, maintenance requests, CAM Reconciliation, and more!

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Asset Management

Unify your real estate properties on a modern platform. Drill down from your organization’s top-level to a single unit. Aggregate your total asset values, buildings, rentable Sq Ft, units,…and more!