Your entire portfolio, clear as a spreadsheet.
Track every property's value, equity, net operating income, and cap rate from a single dashboard. RealBooks gives you a real-time financial picture of your entire portfolio — without the manual data entry.
Want the full details? Read step-by-step guides, workflows, and tips in the docs.
Total portfolio visibility
Property Register
Add every property you own — SFR, multifamily, or commercial — with purchase price, mortgage balance, and key dates captured from day one.
Live Portfolio Valuation
RealBooks tracks estimated market values and recalculates your equity, LTV, and net worth automatically — so your numbers are always current.
NOI & Cap Rate Tracking
Income and expenses roll up per property, giving you accurate NOI and cap rate figures to evaluate performance and benchmark against the market.
Document Storage
Store deeds, insurance policies, lease agreements, and inspection reports against each property — accessible from anywhere, always organized.
- See total portfolio value, equity, and NOI at a glance — updated in real time
- Track performance across every property type: SFR, multifamily, and commercial
- Monitor mortgage balances, LTV ratios, and equity growth automatically
- Upload and store all property documents in one searchable location
- Export clean portfolio reports for lenders, partners, or your own records
- Get alerts when properties hit performance thresholds you set
Stop managing your portfolio in spreadsheets
Every feature in RealBooks is purpose-built for the way real estate investors actually work — not adapted from generic accounting software.
$18K+
avg. tax savings
per investor
1,000+
investors
nationwide
5 min
avg. weekly
bookkeeping time
See your full portfolio in minutes
Connect your accounts and RealBooks builds your portfolio dashboard automatically. No manual setup required.