Some investors still prefer spreadsheets since they’re customizable, while others like the convenience of dedicated software.Are you looking for something lightweight just to track equity, or more of an all-in-one system that handles rent collection, maintenance, and reporting too?

(forgetting to log, categorizing activities, proof for audit, etc.)I’m even considering building a dedicated software/app that makes this easier.Before I dive into it, I’d love to know if there's a real demand and what features would be must-have vs. nice-to-have?

.✅ The professional approach:✔️ Automate tax categorization within your accounting system✔️ Allocate a fixed percentage of rental income to a dedicated tax account every month✔️ Review and adjust quarterly to stay aligned with actual obligationsThis isn’t optional — it’s a fundamental discipline for healthy financial management.

. • Local Banks/Credit Unions (like Middlesex): You’ll often get a dedicated banker who learns your business.

The team is professional, transparent, and clearly dedicated to what they do.

Michael Arrick – NYS Licensed Commercial Real Estate Broker | Modern Community CapitalBased in Dutchess County, NY, Michael Arrick is a seasoned real estate professional with over 12 years of experience in residential sales and a dedicated focus on real property commercial real estate.

You can scroll through it to see other jobs posted and won to see what works and get a feel for what you could expect to pay for some common jobs.I haven't had a chance to try it yet but the guy who runs it is in my REIA group and he is totally dedicated to making it work.Maybe try it for a couple of small jobs and see if it works for you.

thanks for sharing your journey  that’s impressive Building multiple properties from the ground up and continuing to scale shows serious dedication and expertise.

I see myself in them: young, dedicated, but lacking role models, something that can be dangerous for a young man.

It’s built for independent landlords and smaller portfolios, but it scales well if you add more units over time.A few features that stand out for portfolio management:Dashboard view – Track rent collection, leases, expenses, and cash flow across all your properties at once.Tenant tools – Screening, leases, and rent payments all in one place.Banking integration – You can connect your existing accounts or use Baselane’s banking to keep rental income and expenses organized (helps a lot with bookkeeping and reporting).Mobile-friendly – Even though there’s no dedicated app, the platform is cloud-based and works smoothly on your phone browser, so you can manage things on the go.It’s a nice balance between property management software and financial tracking, so you always have the full picture of your portfolio.