Zoom In or Out: Property-Level and Portfolio-Wide Insights

Nearly every property manager juggles a mountain of numbers—loan to value ratios, net operating income, cash flow per unit, and more. Turning those figures into clear insights can feel like a full-time job. Good news, Rentastic brings both granular property-level data and portfolio-wide overviews into one dashboard, so you deliver high-quality financial insights without drowning in spreadsheets.

Key takeaway

Rentastic gives you detailed metrics for each investment, automated profit and loss reporting across your portfolio, and expense tracking that simplifies tax time—all in a friendly interface you and your team will actually use.

View detailed property metrics

When you zoom in on a single property, you need more than raw numbers. You want context, history, and the ability to spot trouble before it grows. Rentastic’s property management feature does exactly that.

Track core performance indicators

In one glance you see:  

• Loan to value (LTV) pie graph  
• Annual net operating income (NOI)  
• Cap rate trendline  
• Net cash flow per unit (CFPU)  

These metrics live in a clear chart area so you catch shifts fast (for example, a rising LTV might mean refinancing is due). And if you ever need a refresher on a term—like cap rate, the annual return relative to property value—you get it right there.

Attach notes and documents

Sometimes a number needs an explanation. Rentastic lets you:  

• Add notes to any metric (for instance, record a one-time repair cost)  
• Upload lease agreements or inspection photos  
• Tag team members when a detail needs attention  

That turns your dashboard into a living record. No more hunting through email chains to recall why that NOI dipped last quarter.

Integrate tenant and transaction data

Keeping tenants happy and books balanced go hand in hand. Rentastic pulls in rent payments, security deposit holds, and expense transactions automatically once you connect your bank accounts (it’s like a personal accounting assistant) (Rentastic). You get one place for both money in and money out.

Assess your portfolio performance

Looking at each building is vital. Step back, and you need to compare how they stack up. Rentastic’s portfolio view shows you the forest and the trees.

Generate portfolio-wide P&L statements

Rather than exporting separate spreadsheets, you run one report that covers every property at once. You decide date ranges, groupings, or specific metrics—then watch Rentastic compile:  

• Total revenue vs expenses  
• Weighted average cap rate  
• Aggregate cash-on-cash return  

A ready-to-share PDF or spreadsheet lands in your inbox the moment it’s done (Rentastic). That saves you hours each month.

Compare property returns side by side

A table sorts your assets by return on investment (ROI) or net cash flow so you spot underperformers at a glance. Maybe two assets deliver a 7 percent cash-on-cash return, while another lags at 4 percent. With that insight you can decide whether to boost rents, cut costs, or consider a sale.

Visualize trends with interactive charts

Your portfolio dashboard isn’t static. You can:  

• Slide a date selector to see six-month or year-to-date trends  
• Filter by region, property type, or investment size  
• Drill into a specific asset from a bar chart  

That interactive layer turns raw data into a story you can share with investors or stakeholders.

Automate profit and loss statements

Manual P&L creation eats up your week. Rentastic cuts that down to minutes with a suite of automation tools.

Use default and custom report templates

Out of the box you get a standardized P&L that covers income, expenses, and net operating income. If you need a tweak—say, a separate line for marketing spend—you copy the default, rename a field, and save it as your own template.

Schedule recurring reports

Set up a weekly, monthly, or quarterly run. Rentastic emails you or your team automatically (so you never miss a deadline). No more scrambling at month-end to export data.

Export in multiple formats

Stakeholders like different file types. Rentastic delivers:  

• PDF summaries for board meetings  
• Excel files for deeper analysis  
• CSV exports for tax software  

That flexibility means you spend less time converting files and more time acting on insights.

Simplify expense tracking and tax prep

Expense management and tax season can be painful. Rentastic makes both smoother.

Connect bank accounts for automated imports

Link your property’s checking or savings accounts once, and Rentastic imports transactions daily. That includes rent deposits, repair invoices, and loan payments. No manual entry needed.

Categorize expenses with smart rules

Use rules to auto-tag transactions. For example:  

• All Home Depot charges → maintenance  
• Utility payments → operating expenses  
• Mortgage autopay → financing costs  

You can tweak rules anytime, and Rentastic reclassifies past transactions to match.

Generate tax-ready summaries

When tax season arrives you already have expense categories aligned with IRS forms. A single click gives you:  

• Schedule E summaries  
• Depreciation reports  
• Year-end income statements  

That reduces your CPA’s bill (and your stress level).

Manage on the go

Rentastic’s mobile interface keeps your financial data at your fingertips (whether you’re touring a new listing or meeting a contractor). Snap a photo of a receipt, tag it to a property, and you’re done. No lost paperwork, no guesswork later (Rentastic).

Quick recap and next step

You’ve seen how Rentastic brings:  

• Detailed property metrics with context and attachments  
• Portfolio-wide reports and interactive trend analysis  
• Automated P&L statements on your schedule  
• Seamless expense tracking, categorization, and tax summaries  

Pick one feature to try today. Maybe schedule your first automated portfolio P&L. Or connect a bank account and watch expenses flow in. You’ll find delivering high-quality financial insights doesn’t have to be hard—you’ve got this.

Explore more on how rentastic helps property managers deliver high-quality financial insights and see which tools fit your workflow.