Hey BiggerPockets community,

I'm a landlord and developer who got frustrated that no tool gave me clean financial analytics across my rental portfolio without paying for bloated property management software I didn't need.

So I built Crestfolio — a financial analytics platform specifically for real estate investors.

What it does:

📊 Portfolio Dashboard

• Total portfolio value, equity, and monthly cash flow at a glance
• Per-property performance side by side

📈 Key Metrics — Calculated Automatically

• NOI (Net Operating Income)
• Cap Rate
• Cash-on-Cash Return
• DSCR (Debt Service Coverage Ratio)
• Gross Rental Yield
• Break-even Occupancy Rate

🏠 Per-Property Tracking

• Rental income by category (base rent, parking, storage, pet fees, late fees)
• Schedule E expense categories (mortgage interest, taxes, insurance, HOA, repairs, management fees, depreciation)
• Mortgage details and equity tracking
• Vacancy tracking

📋 Tax Time

• Schedule E summary report — organized exactly how your accountant needs it
• Depreciation schedule (27.5-year straight-line calculated automatically)
• Annual income and expense totals by property

🤖 AI Document Upload

• Upload your mortgage statement PDF and it extracts loan balance, interest rate, and payment details automatically
• Works for any financial document — no manual entry required

What it doesn't do:

• Tenant management
• Rent collection
• Maintenance tracking
• Lease management

It's purely the financial intelligence layer. Use it alongside whatever you use for tenant management.

Pricing:

• Real Estate standalone tier: $49/month
• Real Estate add-on to any existing plan: $29/month
• 14-day free trial — no credit card required

Try the live demo: app.crestfolio.io?demo=true — no login needed, explore the full dashboard instantly with sample data.

Would love honest feedback from experienced landlords on what's missing or what you'd want to see. Still early and actively building based on user input.

Matt Gray Founder, Crestfolio crestfolio.io