Stratafolio Review

Stratafolio is an asset management solution designed to help commercial real estate agents manage cash flow, debt, lease and investment processes. Users can view current debts and obtain information on maturing and recourse loans through parameters such as debt service coverage ratio (DCR), loan to value ratio (LTV), loan at cost (LTC) and more. Key features of the software include cash flow analysis, portfolio management, critical date alerts, tax planning, and wealth accounting. The centralized platform allows teams to generate reports and track expenses, taxes and insurance for commercial asset management (CAM). Using the drill-down functionality, users can gain visibility into combined real estate finances, facilitating decision making to improve business performance.

STRATAFOLIO – TUTORIAL

Watch the video that shows you how to create reports on the data entered in this property management solution:

STRATAFOLIO – FEATURES

• Manage and monitor your expenses: keep track of your taxes, insurance and expenses to know exactly how much you have incurred during the year
• Proactively administer lease escalations: manage, monitor and receive lease escalation alerts, all in one place, so you know exactly when each increase takes effect
• View your loans in one place: have a complete global view of your debt, including metrics like LTV, DCR, LTC.
• Automate your cash flow: view your cash flow throughout the organization without any manual intervention and you have the ability to see your cash flow in different time periods interactively
• Aggregate data and drill down functionality: organize all the financial data of your combined real estate company in one place and, at the same time, have the ability to drill down to a single company or asset, giving you the information you need to manage your business quickly and efficiently
• Alerts and reminders: get alerts and reminders when lease escalations or loans are due for renewal, allowing you to stay in control of your rapidly evolving business
• Connect to your existing systems: connect your desktop or online QuickBooks account and your solution data once and they will always be up to date.