Every Number an
Investor Needs
From basic property details to complex financial inputs, the property database captures every data point that matters. Organized into 11 logical sections so nothing gets missed.
11 Organized Sections
Each section groups related fields together so you can quickly find and update the data you need.
Status
4 fieldsActive, Prospect, Sold, or Archived. One-click status cards let you quickly classify each property in your portfolio.
Property Details
8 fieldsName, address, city, state, ZIP, county, property type, and sub-type. The essentials that identify every property.
Physical Attributes
5 fieldsBedrooms, bathrooms, square footage, lot size, and year built. The physical characteristics that drive value and rental potential.
Property Purpose
3 fieldsInvestment strategy, property class, and intended use. Classify how each property fits into your overall investment plan.
Ownership Status
3 fieldsAlready-owned toggle, purchase date, and current value. Conditional fields appear only when relevant to your situation.
Purchase & Value
5 fieldsPurchase price, ARV, market value, rent-ready costs, and appreciation rate. The foundational numbers for investment analysis.
Down Payment & Closing
6 fieldsDown payment (% or $), closing costs (% or $), and seller concessions (% or $). Toggle fields let you enter whichever format you prefer.
Mortgage
4 fieldsInterest rate, loan term, loan type, and PMI rate. Feeds directly into the live calculation sidebar for instant mortgage analysis.
Income
4 fieldsMonthly rent, other income, vacancy rate, and annual rent increase. Captures all revenue streams and vacancy assumptions for NOI calculations.
Expenses
10 fieldsProperty taxes, insurance, HOA, utilities, maintenance, management, CapEx, and custom expenses. Every operating cost accounted for.
Selling Costs & Taxes
4 fieldsAgent commission, transfer taxes, capital gains rate, and depreciation recapture. Critical for exit strategy and disposition analysis.
Smart Field Types
Not just plain text boxes. The property form uses specialized inputs designed for how investors actually work.
Toggle Fields (% or $)
Down payment, closing costs, and seller concessions all support percentage or dollar amount entry. Click the toggle to switch -- the system handles the conversion automatically.
Enter 20% or $77,000 -- whichever makes more sense for your deal.
Conditional Sections
The form adapts to your situation. Toggle "Already Owned" and purchase-related fields become ownership fields. The form only shows what's relevant, reducing clutter and confusion.
Prospect properties show purchase fields. Owned properties show current value and purchase date.
Rich Classification
Property types, sub-types, investment strategies, and property classes use smart dropdowns with pre-built options. Consistent classification makes filtering and comparing properties reliable.
Single Family, Multi-Family, Condo, Townhouse, Commercial, and more -- each with relevant sub-types.
Sample Property Data
Here's what a fully filled-out property looks like. A $385,000 rental property with realistic investor data across all 11 sections.
| Section | Field | Value |
|---|---|---|
| Status | Status | Active |
| Property Details | Name | 123 Oak Street Rental |
| Address | 123 Oak Street, Austin, TX 78701 | |
| Property Type | Single Family - Detached | |
| Sub-Type | Detached | |
| Physical Attributes | Beds / Baths | 3 bed / 2 bath |
| Square Feet | 1,650 sqft | |
| Year Built | 2004 | |
| Purchase & Value | Purchase Price | $385,000 |
| After Repair Value | $410,000 | |
| Rent-Ready Costs | $0 | |
| Down Payment & Closing | Down Payment | 20% ($77,000) |
| Closing Costs | 3% ($11,550) | |
| Seller Concessions | 0% | |
| Mortgage | Interest Rate | 7.0% |
| Loan Term | 30 years (360 months) | |
| PMI Rate | 0% (20%+ down) | |
| Income | Monthly Rent | $2,850 |
| Vacancy Rate | 5% | |
| Other Income | $0/mo | |
| Expenses | Property Taxes | 1.8% ($578/mo) |
| Insurance | 0.5% ($160/mo) | |
| Management | 8% of rent ($228/mo) | |
| Maintenance | 5% of rent ($143/mo) | |
| Selling Costs & Taxes | Agent Commission | 6% |
| Capital Gains Rate | 15% |
Sample data for demonstration purposes. Actual fields and values depend on your property.
Related Features
Explore more of what the property database can do.
Asset Protection Checklists Features
Explore what Asset Protection Checklists can do for you.
Save $600–$1,500 Per Attorney Consultation
Walk into every attorney meeting prepared. Each checklist item explains why it matters, how to implement it, and includes an AI prompt — so you skip the education hour and get straight to strategy.
Learn more →Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting and drag-and-drop property assignment.
Learn more →Per-Property Protection Checklist
43-item checklist to verify each property is properly titled, insured, and legally protected across 4 critical categories.
Learn more →Insurance Coverage Review
Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.
Learn more →Deed Type Tracking & Liability
Learn how 12 different deed types create different levels of ongoing liability — and how that liability can follow you even after you sell the property.
Learn more →Entity Compliance Dashboard
Centralized compliance tracking for all entities: good standing verification, annual report status, and checklist completion.
Learn more →Protection Score Dashboard
A single 0-100 score tells you how well protected your portfolio is right now. A 5-dimension radar chart shows exactly where gaps exist so you know what to fix first.
Learn more →5-View Entity Organizer
Visualize and reorganize your entity-property structure using 5 different views: Kanban, File Manager, Dot Map, Org Chart, and Focus view.
Learn more →Portfolio Protection Heatmap
A color-coded heatmap shows checklist completion across every property in your portfolio. Red squares mean danger — green means you are covered.
Learn more →Guided Walkthrough Mode
Turn on Guide Mode to see educational panels for every checklist category: what it covers, what to look for, and what action to take. Learn asset protection as you go.
Learn more →Missing Entity Transfer Detection
Automatically detects properties with acquisition deeds but no entity transfer — the #1 asset protection mistake. Fix it before a lawsuit exposes you.
Learn more →Deed Type Reference Guide
An interactive reference for all 12 deed types with risk levels, use cases, liability summaries, and expandable details. Know which deed type to use — and which to avoid.
Learn more →Protection Cost Tracking & ROI
Track every dollar you spend on asset protection — formation fees, registered agents, annual reports, attorney consultations — and see the per-property cost vs. the cost of a single lawsuit.
Learn more →14 AI-Powered Asset Protection Prompts
Pre-built expert prompts that inject your entity structure, property data, and compliance status directly into the prompt — paste into any AI chatbot for instant personalized analysis.
Learn more →Attorney Meeting Report
Generate a comprehensive, print-ready report with all your entities, properties, compliance status, deed records, checklist progress, and costs — everything your attorney needs in one document.
Learn more →General Protection Checklist
36-item portfolio-wide checklist for entity hygiene, insurance strategy, legal structure, and ongoing maintenance — the strategic layer above individual property protection.
Learn more →AI Contract Review Pipeline
Analyze operating agreements, bylaws, and trust documents with a 5-step AI pipeline: plain English, risks, obligations, negotiation playbook, and executive brief.
Learn more →Start Tracking Every Detail
70+ fields designed by investors, for investors. Capture every number that matters for smarter investment decisions.