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STRATAFOLIO
What STRATAFOLIO is
STRATAFOLIO is a web-based commercial property management platform for lease administration, finances, and investor reporting. It is intended for commercial real estate owners, property managers, and people who own, manage, or lease real estate using QuickBooks. QuickBooks is required, with two-way connections to QuickBooks Online and QuickBooks Desktop. Lease and tenant tools include alerts, a tenant portal, online payments, and bulk tenant invoicing. The Professional plan adds CAM tracking, one-click CAM reconciliation, lease price escalations, and investor management tracking. Enterprise adds QuickBooks Desktop connections, cash-on-cash returns, an investor and partner portal, and dashboards for investor performance and distributions. Plans are billed annually: Essential costs $160 a month, Professional $190 a month, and Enterprise $230 a month. Each includes five units, with additional-unit charges and a variable onboarding fee. Reporting is cash-basis only.
Who it suits
It suits commercial real estate owners and managers who already use QuickBooks. It is also aimed at teams needing lease, tenant, CAM, or investor-management tools.
What it does well
- Two-way QuickBooks Online and Desktop integration
- Lease alerts, tenant portal, and online payments
- Professional adds CAM and investor tracking
- Enterprise includes investor dashboards
- Continuous backups with geo-replication
What to know first
- QuickBooks is required
- Reports are cash-basis only
- Base-year CAM needs modification
- Plans have onboarding fees
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essential | Billed Annually; base plan includes first 5 units; $2 each additional unit; one-time onboarding fee varies by business size · First 5 units included · $2 per additional unit · QuickBooks Online required or QuickBooks Desktop | $160 a month |
| Professional | Billed Annually; base plan includes first 5 units; $4 each additional unit; one-time onboarding fee varies by business size · First 5 units included · $4 per additional unit · QuickBooks Online required or QuickBooks Desktop | $190 a month |
| Enterprise | Billed Annually; base plan includes first 5 units; $6 each additional unit; one-time onboarding fee varies by business size · First 5 units included · $6 per additional unit · QuickBooks Online required or QuickBooks Desktop | $230 a month |
As stratafolio.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
STRATAFOLIO covers leasing, tenant operations, finances, and investor reporting in a QuickBooks-connected web platform. Plan selection depends on unit volume and whether CAM or enterprise investor features are needed.
Facts from STRATAFOLIO's own pages
- Accounting integration
- It has a two-way integration with QuickBooks Online and QuickBooks Desktop, and the maker says QuickBooks is required to use STRATAFOLIO. · stratafolio.com, 4 Oct 2026
- CAM and investor features
- The Professional plan adds CAM tracking and one-click CAM reconciliation, lease price escalations, and investor management tracking. · stratafolio.com, 4 Oct 2026
- CAM limit
- The FAQ says base-year CAM handling is not supported without some modification, though users can use the CAP feature and modify the report during onboarding. · stratafolio.com, 4 Oct 2026
- Company and founders
- STRATAFOLIO says it was founded by Jeri Frank and Uriel Barillas to make analytics and automation software available to commercial real estate owners; its listed address is in Cedar Rapids, Iowa. · stratafolio.com, 4 Oct 2026
- Data recovery
- The FAQ says data is continuously backed up and retained for 35 days and that the service uses geo-replication. · stratafolio.com, 4 Oct 2026
- Enterprise features
- The Enterprise plan adds QuickBooks Desktop connections, cash-on-cash returns, an investor/partner portal, and investor financial performance and distributions dashboards. · stratafolio.com, 4 Oct 2026
- Intended users
- The maker describes it as a platform for commercial real estate owners, property managers, and people who own, manage, or lease real estate and use QuickBooks. · stratafolio.com, 4 Oct 2026
- Lease and tenant tools
- Features include lease management and alerts, a tenant portal, online payments, and bulk tenant invoicing. · stratafolio.com, 4 Oct 2026
- Payment processing
- The pricing page lists ACH processing at 0.05% per transaction with a $2.50 minimum fee, a $30 landlord fee for each NSF transaction or ACH reversal, and a maximum of $100,000 per transaction. · stratafolio.com, 4 Oct 2026
- Product
- STRATAFOLIO is a cloud-based commercial property management platform for lease management, finances, and investor reporting. · stratafolio.com, 4 Oct 2026
- Reporting limit
- The FAQ says STRATAFOLIO displays transactions and reports on a cash basis only, not an accrual basis. · stratafolio.com, 4 Oct 2026
- Security
- The FAQ states that data uses 256-bit TLS encryption, sensitive data and uploaded documents are encrypted at rest, two-factor authentication is available, and the company conducts an annual security audit with penetration testing. · stratafolio.com, 4 Oct 2026
- Support
- The support page directs users to an in-account AI Assistant or support ticket and states a response time within 24 hours, excluding weekends and holidays. · stratafolio.com, 4 Oct 2026
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