Advanced REI Reporting

Unlock Strategic Insights for Your REI Portfolio

As a real estate investor, vague financials can stall your growth.

Without tailored, up-to-date reports, you’re flying blind on property performance, cash flow, and tax opportunities, wasting time and risking poor decisions.

Lochside Accounting’s Advanced REI Reporting Service delivers customized, data-driven insights for your rentals, flips, or syndications, empowering you to scale with confidence.

With our CPA partnership, we ensure reports align with your tax strategy for maximum savings.

Your Reporting Challenges, Conquered

✓ Unclear Performance

Generic reports lump properties together, hiding which deals drive profits or drain resources.

✓ Time Sink

Compiling detailed financial data manually eats hours better spent on acquisitions or portfolio expansion.

✓ Strategic Blind Spots

Without precise metrics, you can’t refine your investment strategy or seize growth opportunities.

Our Advanced REI Reporting Services

Every reporting package is customized to your REI portfolio, including:

Portfolio Overview: Holistic financial reports covering all properties, projects, and entities.
Property-Specific Insights: Granular P&L, balance sheet, and cash flow reports for each rental, flip, or commercial deal.
Transaction Precision: Detailed tracking and allocation of income and expenses by property or deal.
Chart Refinement: Optimization of REI-specific chart of accounts for accurate reporting.
Mortgage Breakdown: Clear reporting of mortgage payments (principal, interest, escrow) for cost transparency.
Closing Detail: Integration of closing documents (e.g., HUD statements) into performance reports.
Manager Accuracy: Reconciliation of property management statements for reliable income and expense data.
Tax-Optimized Metrics: Financial categorizations aligned with tax strategies, ready for CPA tax prep.
KPI Dashboards: Custom visual reports with ROI, cash flow, and growth trends per property or portfolio.
Forecasting Tools: Projections and budgeting insights to plan acquisitions and portfolio scaling.
Portal Delivery: Cloud-based portal access for real-time report viewing and document sharing.

How Lochside Empowers Your Strategy

Our Advanced REI Reporting Service is built for investors like you—landlords, flippers, wholesalers, syndicators, and more.

We transform raw data into strategic tools to fuel your success:

Granular Clarity

See exactly which properties or deals perform with per-property financial reports.

REI Expertise

Leverage our deep knowledge of rentals, flips, and commercial projects for precise reporting.

Actionable Insights

Use ROI, cash flow, and trend data to optimize your buy box and investment strategy.

Tax Efficiency

Align reports with tax goals, seamless for our CPA partner’s tax preparation.

Time Savings

Eliminate manual data crunching, saving you hours for deal-making or growth.

Growth Confidence

Scale your portfolio with data-driven decisions backed by customized metrics.

Why Choose Lochside?

REI Specialists: Our real estate expertise delivers reports that generic bookkeepers can’t match.

Time Back: Save 25–40 hours monthly to focus on deals or enjoy life.
Strategic Precision: Know your profits, cash flow, and portfolio trends to maximize growth.
Seamless Tax Prep: Our CPA partnership ensures tax-ready reports, no need for another CPA.
Veteran-Owned Trust: As a 100% veteran-owned business, we bring discipline and accuracy to every report.