About the Demo Portfolio
The Demo Portfolio is a help tool available to REI Hub users. It has been prefilled with example properties, accounts, and transactions. If you have ever been curious to see what a Portfolio looks like full of data, this is your chance! The Demo ...
About Portfolios and Legal Entities
In REI Hub, the Portfolio is the top level of the reporting structure. Properties live underneath the Portfolio, and Units live underneath Properties (if applicable). Some reports, like the Balance Sheet, are only available at the Portfolio level. ...
Portfolio Level Expenses
Some expenses or transactions do not apply to just one property, but to your entire portfolio. Sometimes called overhead, these transactions are referred to as Portfolio level expenses in REI Hub. Any transaction can be booked to the Portfolio ...
Add New Portfolios
REI Hub makes it easy for you to add additional Portfolios to your account. Each portfolio is accessed and managed separately; they do not share data. Additional Portfolios should be used when separate bookkeeping is desired or when there is ...
Grant Portfolio Access
REI Hub makes it easy for you to invite other people to access and manage your portfolio. This could be a spouse or business partner that you share bookkeeping responsibilities with, or it could be a professional tax preparer or CPA helping you get ...