Profitability Tracking

Maximize Your Returns with Clear REI Financial Insights

As a real estate investor, unclear profits can cripple your strategy.

Without precise, property-level financial data, you’re guessing which deals perform, wasting time and missing opportunities.

Lochside Accounting’s REI Profitability Tracking Service delivers detailed, actionable insights for your rentals, flips, or syndications, empowering you to make smarter decisions.

Paired with our CPA partnership, we ensure your tracking aligns with tax goals for long-term success.

Your Profit Challenges, Solved

Do any (or all) of these problems sound familiar?

Blur of Profits

Mixed or incomplete records hide which properties or deals drive returns, risking poor investments.

Time Drain

Manually piecing together performance data steals hours from deal-making or portfolio growth.

Strategic Gaps

Without clear profitability metrics, you can’t optimize your buy box or scale confidently.

Our REI Profitability Tracking Services

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

Portfolio Analysis: Comprehensive profitability assessment across all properties and projects.
Property Breakdown: Detailed P&L reports for each rental, flip, or commercial deal.
Transaction Tracking: Accurate allocation of income and expenses to specific properties or entities.
Chart Optimization: REI-specific chart of accounts refinement to enhance tracking precision.
Mortgage Clarity: Allocation of mortgage payments (principal, interest, escrow) for true cost insights.
Closing Integration: Incorporation of closing documents (e.g., HUD statements) for complete deal profitability.
Manager Verification: Reconciliation of property management statements to ensure accurate income reporting.
Tax Alignment: Profit categorizations optimized for tax deductions, ready for CPA handoff.
Custom Dashboards: Visual KPI reports showing cash flow, ROI, and performance trends per property.
Portal Access: Cloud-based portal for real-time tracking updates and document sharing.

How Lochside Boosts Your Returns

ur REI Profitability Tracking Service is designed for investors like you—landlords, flippers, wholesalers, syndicators, and more.

We provide granular insights to supercharge your strategy:

Property-Level Clarity

Pinpoint which deals deliver and which don’t with per-property P&L reports.

REI Expertise

Track profits with precision, capturing nuances of rentals, flips, or commercial projects.

Actionable Data

Use ROI, cash flow, and trend reports to refine your buy box and investment choices.

Tax-Ready Insights

Align profitability data with tax strategies, seamless for our CPA partner’s prep.

Time Efficiency

Save hours with automated tracking, freeing you to focus on acquisitions or growth.

Strategic Confidence

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

Why Choose Lochside?

REI Specialists: Our deep real estate expertise ensures tracking that generic bookkeepers can’t match.
Time Savings: Reclaim 25–40 hours monthly to chase deals or enjoy life.
Profit Precision: Know your cash flow, ROI, and portfolio performance to maximize returns.
Seamless Tax Prep: Our CPA partnership delivers tax-ready data, no need to find another CPA.
Veteran-Owned Trust: As a 100% veteran-owned business, we bring discipline and accuracy to every report.