Not everything you own is a rental

Residential, commercial and business assets are separate types with their own fields — not one shape with the wrong labels on it. Underneath, they share one engine, which is what makes the roll-up a fact rather than a spreadsheet formula.

Residential property

Single family, multi-family, condo, townhouse — duplexes and fourplexes included.

118 Oak Street · 42 Birch Avenue · 2211 Cedar Court

Residence TypeBedroomsBathroomsSquare FeetLot SizeUnits

Unit counts roll up into the portfolio table.

Commercial real estate

Office, retail, industrial, mixed-use, warehouse, medical and hospitality.

Elm Plaza (retail) · Harbor View Offices

Commercial TypeProperty ClassTriple Net Lease (NNN)CAM ChargesOccupancy Rate (%)Square Feet

Recorded on the asset and shown wherever it appears.

Business

LLC, S-Corp, C-Corp, partnership, sole proprietorship or non-profit.

Depot Road Self-Storage

Business TypeIndustryEIN (Employer Identification Number)Annual RevenueNumber of EmployeesFounded Date

No address required — a business doesn't always have one.

Whichever type it is, the engine underneath is the same one: bank sync, categorization, documents, ownership splits, and the full performance suite — DSCR, cap rate, LTV, NOI and ROI — computed per asset and rolled up across the portfolio.

myprism.money/real-estate-schedule

The real-estate schedule: three residential properties, two commercial buildings and a business in one table, with purchase price, closing costs, ownership percentage and market value

Categories that already know your asset class

A library of more than 240, seeded to match what you actually own on the day you sign up — rentals, commercial buildings and operating businesses, each with the lines its own books need.

🔑 Rents 🏡 Property Taxes 🛍 Product Sales 💻 Software Subscriptions 🏤 Base Rent 📈 Mortgage Interest 💴 Wages and Salaries 💸 Owner Distributions 💡 Utilities 💁 Service Revenue 🔧 Repairs and Maintenance 🏘️ HOA Dues 🏺 Inventory Purchases 🏖️ Short Term Rents 🛡️ Property Insurance 🧯 CAM Recoveries 👔 Property Management 📜 Business Licenses 💬 Consulting Fees 🔒 Security Deposits 🛣️ Mileage 🪚 Tenant Improvements 📟 Payment Processing Fees 🏗️ Remodeling

Side by side

The same books, three vocabularies

What differs is the fields each type carries and the words the money questions are asked in. What does not differ is anything a report reads.

Hold all three in one portfolio

That is the whole pitch, and it is the part nobody else at this size does.

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