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Pocket Asset Manager by SHARE

Tax & Financial Services

Markets served


Nationwide

More ways to connect


About us


Turn your property manager's statements into finished books, a Schedule E, and a live equity picture — automatically.

PocketAM is the AI asset manager built inside SHARE, where our team has managed +$7B in single and multi-family rental portfolios — hundreds of DSCR loans and thousands of owner statements. PocketAM started as the tool we built for our own owners. It's now open to any landlord.

Who it's for: buy-and-hold owners that are too busy to grow their portfolio, who use a third-party property manager, often from out of state, and who lose a week every spring reconstructing a year of books.

What it does today:
• Upload PM statements, mortgage docs and closing packets, any contracts you have — AI reads, classifies them and makes timely cost and revenue driving recommendations
• Real double-entry books behind a P&L, balance sheet, and multi-property Schedule E
• Debt and equity tracking, with refinance opportunities surfaced as values move
• A critical-date calendar covering property tax due dates across 51 jurisdictions
• Works alongside your property manager — we don't replace them, we make their statements useful

Free to start.

Specialties


Financial Planning

Budgeting
Debt Management
Wealth Management
Insurance Planning

Tax & Accounting

Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
Financial Audits
Foreign Investment
Business Taxes

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Our Team


Andrew Kim