STRATAFOLIO Software

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About STRATAFOLIO

STRATAFOLIO is an asset management software that helps real estate agents manage debt, cash flow, investments, lease and other operations. It lets businesses view current debts and maturing/recourse loans via metrics such as loan-to-value (LTV), debt service coverage ratio (DCR), loan-to-cost (LTC) and more. STRATAFOLIO enables teams to generate reports and monitor commercial asset management (CAM) taxes, expenses, and insurance via a centralized portal. It offers a host of features including portfolio management, cash flow analysis, critical date alerts, asset accounting, and tax planning. Its drill-down functionality lets users gain insights into real estate finances to optimize decision-making operations. STRATAFOLIO allows teams to add notes to loan records and re...

STRATAFOLIO Pricing

STRATAFOLIO's premium plans are calculated based on number of buildings. For 1-10 buildings, pricing is available as follows: Essential Plan: $100/month (billed monthly) or $85/month (billed annually) Professional Plan: $200/month (billed monthly) or $170/month (billed annually) For full pricing details, contact STRATAFOLIO.

Starting price: 

$85.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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STRATAFOLIO cash flow dashboard

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STRATAFOLIO User Reviews

OVERALL RATING

Showing 3 reviews

Jaclyn

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2020

Software for all businesses!

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

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2020

Stratafolio is a game changer!

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!

Replied May 2020

Kerri

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2020

STRATAFOLIO Review

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.

Reasons for choosing STRATAFOLIO

We could not find another company that does what STRATAFOLIO is doing.

Response from STRATAFOLIO

Glad it is working well for you!

Replied September 2020

Showing 3 reviews