Portfolio + Entity Rollups
Group performance by user-defined portfolio or by ownership entity for partner-grade reporting.
How the Rollups Work
The Portfolio tab groups properties by your user-defined portfolios (powered by the Portfolio app). The Entity tab groups by ownership entity (powered by Asset Protection Checklists). Both tabs show a KPI strip — property count, T12 NOI, current NOI, current cash flow — plus a per-group table.
- Portfolio rollup gated with PRO pill if Portfolio app not owned
- Entity rollup gated with PRO pill if Asset Protection Checklists not owned
- T12 NOI pushes into Portfolio Net Worth as a property metric
- Current NOI + cap rate flow into Should I Sell My Rental as actuals
- Lease expiry banner counts across the rollup, not just one property
Why This Matters
Reporting partners by entity, not just property, is what separates a hobbyist from a real estate operator. Your CPA needs entity-level numbers; your partners need portfolio-level numbers; your lender needs property-level numbers. This app delivers all three.
- Run partner statements without re-keying anything
- Hand your CPA entity-level totals on demand
- Cross-app integration: NOI flows to net worth, sell-or-refi, and net equity
Sample Output
See what this feature calculates for you.
Explore More Features
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Included with All Apps
These features come with every app -- no extra cost.
Property Database
70+ fields, auto-save editing, live calculation sidebar, smart search and filtering.
Learn more →Comprehensive Property Data
Every number an investor needs across 11 organized sections with smart field types.
Learn more →Smart Editing & Live Sidebar
Auto-save with 800ms debounce, per-section status badges, and real-time calculations.
Learn more →Property Classification
Tag properties by investment strategy and property type. Filter and sort your entire portfolio.
Learn more →Real-Time Calculations
27 key metrics across 5 categories computed instantly as you type, with clickable walkthroughs.
Learn more →Portfolio Dashboard
Portfolio highlights, property cards, strategy and type breakdowns, overview charts, and cross-app features.
Learn more →AI Property Import
Copy a prompt, paste your MLS listing into any AI tool, and import 20+ property fields in seconds.
Learn more →Ready to Use Portfolio + Entity Rollups?
Get access to this feature and everything else in Rental Performance Tracker.