About STRATAFOLIO

STRATAFOLIO is an asset management solution designed to help commercial real estate agents manage processes related to cash flow, debt, lease, and investments. Users can view current debts and gain insight into maturing and recourse loans through metrics such as debt service coverage ratio (DCR), loan-to-value (LTV), loan-to-cost (LTC), and more.

Key features of STRATAFOLIO include cash flow analysis, portfolio management, critical date alerts, tax planning, and asset accounting. The centralized platform allows teams to generate reports and keep track of commercial asset management (CAM) expenses, taxes, and insurance. Using the drill-down functionality, users can get visibility into combined real estate finances, facilitating decision making to improve business performance.

STRATAFOLIO sends alerts and reminders to users about occupancy rates, upcoming lease escalations, and loan renewals. The solution enables teams to add notes for each loan, facilitating communication within the organization.

Key benefits of STRATAFOLIO

- Interactive dashboard gives you an overview of your entire portfolio.
- Proactively manage lease escalations.
- Manage and track your CAM expenses.
- Automate your cash flow and view across the entire organization.
- Direct integration with QuickBooks Online and QuickBooks Desktop.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

STRATAFOLIO dashboard
STRATAFOLIO loans
STRATAFOLIO properties screenshot
STRATAFOLIO alerts and reminders
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STRATAFOLIO video
STRATAFOLIO video
STRATAFOLIO screenshot: STRATAFOLIO dashboard STRATAFOLIO screenshot: STRATAFOLIO loans STRATAFOLIO screenshot: STRATAFOLIO properties screenshot STRATAFOLIO screenshot: STRATAFOLIO alerts and reminders

Features

Total features of STRATAFOLIO: 54

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Asset Management
  • Billing & Invoicing
  • Cash Flow Analysis
  • Cash Flow Management
  • Client Management
  • Commercial Leases
  • Commercial Property Management Software
  • Contact Management
  • Critical Date Alerts
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Alerts
  • Expense Tracking
  • File Management
  • Financial Management
  • For Investors & Traders
  • For Property Managers
  • Late Fee Calculation
  • Lease Management
  • Maintenance Management
  • Maintenance Scheduling
  • Mobile Access
  • Owner Portal
  • Payment Processing
  • Performance Metrics
  • Portfolio Management
  • Project Management
  • Property Database
  • Property Management
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Rent Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Leases
  • Residential Properties
  • Retail Leases
  • Strategic Planning
  • Tenant Tracking
  • Vacancy Management
  • Work Order Management

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Reviews

Overall rating

5 /5
(3)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

Already have STRATAFOLIO?

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Showing 5 reviews of 3
Jaclyn J.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Software for all businesses!

Reviewed on 2020/11/11

The availability to view my business as a whole is what caught my attention, but [SENSITIVE CONTENT...

The availability to view my business as a whole is what caught my attention, but [SENSITIVE CONTENT HIDDEN] and her team are what sealed it! The knowledge and expertise were apparent quickly and it followed through all employees that I have dealt with. Everyone is willing to help with any questions I have or changes I want to make!

Pros

The absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient.
NNN invoicing and work orders to keep track of how much we are spending on each tenant.

Cons

There is only one negative and is not actually a con because it has nothing to do with the actual software itself, but it is a little slower than my patience allows for.

Nick B.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Stratafolio is a game changer!

Reviewed on 2020/05/13

Pros

Stratafolio is a game changer! While Quickbooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter Stratafolio! Their intuitive reporting and amazing user interface connect all the dots...giving you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have Stratafolio in my arsenal and to be able to recommend it to my clients and students!

Cons

I don't have any complaints about the software.

Response from STRATAFOLIO

Thank you Nick, we're glad it's working out for you!

Kerri Z.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

STRATAFOLIO Review

Reviewed on 2020/07/28

Our experience was great. They were very patient during the onboarding process. During this...

Our experience was great. They were very patient during the onboarding process. During this process we were able to get better organized.

Pros

Easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up to date account of all our properties or break out and analyze one individually.

Cons

So far we like everything about the product. The cost is on the higher end but now that were using STRATAFOLIO its worth the extra cost compared to the other options available.

Response from STRATAFOLIO

Glad it is working well for you!

STRATAFOLIO FAQs

Below are some frequently asked questions for STRATAFOLIO.

STRATAFOLIO offers the following pricing plans:

  • Starting from: US$85,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

We do not have any information about STRATAFOLIO features

STRATAFOLIO has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

STRATAFOLIO supports the following languages:

English

STRATAFOLIO supports the following devices:

STRATAFOLIO integrates with the following applications:

QuickBooks Online Advanced, Quickbooks Online

STRATAFOLIO offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

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