Organize properties by entity

If you hold properties through LLCs, trusts, or partnerships, record those entities in Re:InvestorHub and assign each property to the one that owns it. Then you can group your portfolio by entity and see value, equity, and cash flow per entity.

Create an entity

Open Portfolio and select Add Entity

In the sidebar, select Portfolio, then select Add Entity at the top right. The Add New Entity form opens.

Enter the basics

Under Basic Information, enter an Entity Name (required). Choose an Entity Type: LLC, Corporation, Partnership, Sole Proprietorship, Trust, or Other. Optionally add an EIN, Formation Date, and State of Formation.

List the owners

Under Ownership Structure, enter Owner 1 Name and an Ownership %. Select Add Owner (up to 4) for more. Select the remove button on a row to delete an owner. At least one owner must stay.

Make the percentages total 100%

A badge next to the heading shows your running total, for example Total: 60.0%. It turns red until the owners add up to exactly 100%, and a message reads Total ownership must equal 100%.

Add contact and banking details (optional)

Fill in Registered Agent, Address, Phone, Email, Bank Name, and Account Number (Last 4), plus any Notes.

Select Create Entity

The button stays disabled until the ownership total is 100%.

Every owner needs a name. If one is blank, you see Please enter names for all owners. Enter only the last four digits of a bank account number.

What you should see: a message that the entity was created. It now appears in the Owning Entity (LLC, etc.) list when you add or edit a property.

You can also create an entity while adding a property: open Owning Entity (LLC, etc.) and choose New Entity. The new entity is selected for that property right away.

Assign a property to an entity

Open the property

On Portfolio, open the menu on the property’s card and select Edit Property.

Choose the entity

Under Ownership, open Owning Entity (LLC, etc.) and choose the entity. Choose No entity assigned to remove it.

Save

Save your changes.

Group your portfolio by entity

Select the Group by Entity button, next to the grid and list buttons. Each entity gets a header with its number of Properties and Units, plus its total Value, Equity, and Cash Flow. Select a header to expand or collapse it. Properties with no entity appear under No Entity Assigned.

Delete an entity

To delete an entity, hover over its header in the grouped view and select the trash icon (Delete entity). You can also remove an entity from the Owning Entity (LLC, etc.) list while editing a property.

Deleting an entity is permanent and cannot be undone. Your properties are kept, and they become unassigned and move to No Entity Assigned.

Next step

Add a property

Add another property and assign it to an entity.

Reports and exports

Export a Portfolio Performance report.