Managing multiple entities means tracking multiple sets of state registrations, EINs, ownership structures, and filing deadlines for every entity, in every state you operate. Kestrel keeps all of that organized in a single table.

LLCs, S-Corps, C-Corps, partnerships, TICs, and trusts all supported

Ownership percentage tracking across multiple members

Franchise tax and entity filing deadlines by state, auto-populated

The properties table is your ground zero for the portfolio. Purchase price, estimated current value, total square footage, occupancy, linked loan balances, owning entity — it's all here. When someone asks how the portfolio is performing, the answer is already in front of you.

Purchase price and current estimated value with equity calculation

Linked loan balances: total debt against each property always current

Entity ownership linkage — see your global picture or drill down into the details

Fully exportable with custom column views

Kestrel maintains a live personal financial statement from your portfolio data automatically. Total estimated market value, total outstanding loan balance, and net equity are all updated in real time as values and loans change. Broken down by individual property so you can see exactly where your wealth is concentrated.

Total portfolio market value, loan balance, and net equity always current

Calculates net equity value based on ownership percentages

Property-by-property equity breakdown

Ties directly to connected loan balances — no manual updating

Kestrel's document repository ties directly to your entities, properties, and leases. Upload a document once and it's searchable, attached to the correct property or entity, and accessible from anywhere. Key dates are extracted automatically from uploaded documents and populate your calendar.

Leases, operating agreements, insurance policies, and closing documents

Attached at the entity, property, or lease level

AI-powered key date extraction from uploaded PDFs

Searchable across your entire document library