Add a property

Add a property to your portfolio to track what you own: its value, what you owe, who rents it, and what it earns each month. You can start from a deal you closed or type the details in yourself.

Open the form

Open Portfolio

In the sidebar, select Portfolio.

Select Add Property

Select Add Property at the top right. The Add New Property form opens.

If you have a deal in the Closed stage that is not yet in your portfolio, the form opens with an Import from Closed Deal section. Select the deal to pre-fill the address, loan information, and the rent and cash flow from its analysis. A green banner confirms Imported from that address, and you can select Clear to start over. Review the values before you save. An imported property shares the deal’s images.

Fill in the property

Enter the address

Under Property Address, enter the Street Address. It is the only required field. Add City, State, and ZIP if you have them.

Choose an owning entity (optional)

Under Ownership, open Owning Entity (LLC, etc.) and choose an entity, or No entity assigned. To make a new one, choose New Entity. See Organize properties by entity.

Set the property details

Under Property Details, choose a Property Type: Single Family, SFR + ADU, Duplex (2 units), Triplex (3 units), Fourplex (4 units), Condo, Townhouse, or Multifamily (5+ units). Choose a Status: Vacant, Rented, In Rehab, or Listed for Sale. Then add Bedrooms, Bathrooms, Square Feet, and Year Built.

Add units and tenants

For a Multifamily or SFR + ADU property, enter Total Units. An SFR + ADU property always has at least 2. Duplexes, triplexes, and fourplexes get 2, 3, and 4 units automatically. A Unit Management card appears with one row per unit. For each unit:

• Enter the Unit #.
• Set Status to Rented or Vacant.
• Enter the Monthly Rent.
• If the unit is Rented, enter the Tenant Name and pick a Lease End date. Both stay disabled for vacant units.

Enter the financials

Under Financial Information, enter Purchase Price, Current Value, Original Loan Amount, and Current Loan Balance. Calculated Equity updates as you type.

Enter rent and cash flow

Enter Monthly Rent and Monthly Cash Flow. Add any Notes.

Add images (optional)

Under Property Images, select Click to upload or drag files in.

Save

Select Add Property.

What you should see: a message that the property was added, and a card for it on the Portfolio page. The summary cards at the top update to include it: Total Properties, Total Units, Occupancy Rate, Total Equity, Total Invested Capital, Total Loan Balances, Monthly Cash Flow, and Portfolio ROI.

How units change the other fields

On a multi-unit property the units are the source of truth.

• Monthly Rent becomes read-only and shows the sum of your unit rents.
• A badge on the Unit Management card shows how many units are occupied out of the total, and that drives occupancy.
• Rented and Vacant follow the units. If any unit is rented, the property reads Rented, otherwise Vacant. In Rehab and Listed for Sale stay as you set them.

Calculated Equity is never typed. It is the current value minus the loan balance. If you leave Current Value empty, the purchase price is used instead.

Edit, view, or delete a property

Each property card has a menu with View Details, Edit Property, and Delete. View Details shows everything you entered in one place, including type, units, financials, and rent. To change a unit’s tenant or lease end date, use Edit Property.

Deleting a property cannot be undone. Its data, including documents and images, is permanently removed.

Find properties in a large portfolio

Use Search by address or city… and the Status and Property Type filters above the cards. The buttons to the right switch between grid and list, and Group by Entity groups cards under their owning entity. The Status filter uses the same status a card shows, so a duplex with a tenant in one unit appears under Rented.

If something goes wrong

• A “Please enter a property address” message appears. The street address is required. Enter it and select Add Property again.
• The property saved but its images did not. Open the property with Edit Property and add the images from there.

Next step

Organize properties by entity

Group the property under the LLC or trust that owns it.

Manage documents

Keep leases and insurance policies with your records.