Property portfolio management software built entity-first.
Track every property you own as one portfolio — across the legal entities that actually hold title — with entity-first accounting instead of a spreadsheet per rental.
Why portfolio tracking breaks down
Every property is a separate spreadsheet
One rental in a company, another in a trust, a third in your own name — with no single place that shows the whole portfolio's position, cashflow or equity at once.
Entity-level accounting gets bolted on afterwards
Most property software tracks a rental, not the legal entity that owns it — so BAS, depreciation and P&L end up reconstructed by an accountant from bank statements at tax time.
No single tax-ready pack per entity
When your accountant asks for a company or trust's full-year numbers, you're assembling documents from multiple systems instead of handing over one reconciled file.
How InvestorJoint manages a property portfolio
Entity-first accounting across Individual, Company, Family Trust, Unit Trust, Bare Trust and SMSF
Every property, loan and transaction is attributed to the legal entity that actually holds it — not just "a property" — so each entity's books stand on their own.
Multi-owner joint ownership splits
A property can be owned by more than one entity, each with its own ownership percentage — income, expenses and equity are tracked and reported per owner, not just per property, whether that's joint tenants, tenants in common, or entities of different types altogether.
One portfolio view across every entity
See total properties, entities, cashflow and equity position rolled up across your entire portfolio, with each entity's own P&L and balance sheet one click away.
The Entity Accounting File
A ten-section, GL-derived accounting working paper per entity — purchase costs, rental income, insurance, capital works, maintenance and tax detail — reconciled to the same ledger everything else reads from, with an evidence trail to source documents.
BAS + Div 40/43 depreciation, per entity
Cash-basis GST (BAS), acquisition costs and Division 40/43 depreciation are calculated and reported at the entity level, because that's the level the ATO actually assesses.
Full P&L, balance sheet and owner-level reporting
Profit & loss, balance sheet and cashflow reporting per entity and per financial year, built from the same double-entry ledger as everything else on the platform.
Native mobile app
A real mobile app, on the App Store, alongside the full responsive web platform — check portfolio position and cashflow from your phone, not just a desktop.
Who this is for
Investors holding more than one property, particularly across more than one legal entity — an SMSF alongside a personally-held rental, or a family trust holding a couple of investment properties alongside a company. Buyer's agents managing that same complexity for a client benefit the same way: one login, one portfolio view, entity boundaries respected rather than flattened away.
Common questions
What is property portfolio management software?
Software that tracks every property an investor owns as one portfolio — across the legal entities that actually hold title (individuals, companies, trusts, SMSFs) — rather than as separate, disconnected rentals. InvestorJoint is entity-first: every property, loan and transaction is attributed to the entity that owns it, then rolled up into a portfolio view.
Can I manage properties held in different entities on one platform?
Yes. Properties can be owned by an individual, a company, a family trust, a unit trust, a bare trust or an SMSF, with multi-owner ownership-percentage splits where a property is jointly held. Each entity gets its own ledger, P&L and balance sheet, and the portfolio view rolls all of them up.
Does it handle reporting for a syndicate or multiple investors in one property?
Property ownership can be split across multiple entities by ownership percentage (joint ownership), with each owner's share of income, expenses and equity tracked and reported separately — the accounting a syndicate-style structure needs.
What does the Entity Accounting File cover?
A ten-section, GL-derived working paper per entity — purchase detail, rental income, insurance, capital works, maintenance, cashflow and tax — reconciled against the same ledger your P&L and BAS are built from, with an evidence trail back to source documents.
Is there a mobile app for checking my portfolio?
Yes — a native mobile app (on the App Store) alongside the full responsive web platform, so you can check portfolio position, cashflow and property status from your phone.
Is InvestorJoint free for a small portfolio?
Your first property is free, with per-property pricing from your second. There's no credit card required to start.
Who is property portfolio management software actually for?
Investors with more than one property, especially where they sit across different structures — some in your own name, some in a company or trust, maybe one in an SMSF — and buyer's agents managing that same complexity on a client's behalf.
What happens when I add a new property to the portfolio?
It's attributed to the entity that owns it from day one — acquisition costs and settlement detail are captured at purchase, so the new property's books are correct in the portfolio view immediately rather than reconciled in later.