The Multifamily Operating Suite

Run your portfolio like an institutional asset manager.

Templates, scorecards, and frameworks for owner-operators with 20–300 units — ready to put to work today.

$695

one-time

Your $695 purchase credits 100% toward any consulting engagement booked within 60 days.

Instant access

Your download link and dashboard activation are available instantly after payment. We back it with a 30-day money-back guarantee. No subscription, ever.

What it is

The same reporting templates, checklists, and operating frameworks behind our advisory engagements, packaged so you can upgrade your own systems — no retainer required.

The same frameworks behind our $4,500 Operating Audits — yours to run yourself, for $695.

What’s inside

40+ tools across five modules.

Module 1

Financial Reporting & Budgeting

Module 2

Property-Manager Oversight & Operations

Module 3

Capital Planning & CapEx

Module 4

Acquisitions & Deal Analysis

Module 5

Dashboards & Implementation

Who it’s for

Owner-operators who want institutional discipline in their reporting and operations — and prefer to start self-serve.

The outcome

Walk away with a cleaner, more rigorous operating system — and a clear picture of where an advisor could add the most.

Not sure it’s your starting point?

Take the 4-minute Self-Assessment and see where your biggest gaps are.

Frequently Asked Questions

What format are the tools in?

Spreadsheet templates (Excel and Google Sheets–compatible), plus PDF guides and checklists.

Will this work for my portfolio?

Yes — it’s built specifically for owner-operators at the 20–300 unit scale.

Do I need to be a financial expert?

No. Each tool includes a worked example, so you can put it to use right away.

What if it’s not the right fit?

You’re covered by a 30-day money-back guarantee — if it’s not for you, email us for a full refund.