Investment-grade analytics for landlords with 5–100 units. Cap rate, NOI, DCR, IRR — computed precisely, contextualized to you, not estimated by a chatbot.
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Each product solves a discrete problem. Together they cover the full arc from acquisition through exit.
Portfolio intelligence for the 5–100 unit landlord. The analytics your spreadsheet can't give you — and the context no external AI can match.
1031 exchange replacement property matcher. Find qualifying properties, run the boot calculation, generate identification letters — before the 45-day clock runs out.
The BasisLine suite expands as the platform matures. If you're a BasisLine user, you'll hear about it first.
AI does interpretation. Code does math. Every financial figure you see — cap rate, IRR, boot calculation, equity position — is computed deterministically and unit-tested. The AI receives a fully-computed payload and returns narrative and risk flags only. A hallucinated cap rate is a business-ending failure mode. We don't tolerate it.
After 18 months on BasisLine, the context assembled around your portfolio produces recommendations no external AI session can match — because it knows your actual basis, your real rent history, and your specific goals.
Upload your Schedule E pages. Confirm properties matched from public records. The platform pre-populates three years of P&L, purchase history, and depreciation schedules — before you type a single address manually.
Cap rate, NOI, DCR, IRR, cash-on-cash, equity multiple — computed with full precision from your actual numbers, not from AVM estimates or industry averages. Every formula is tested.
A first-class profile object: retirement timeline, passive income target, risk posture, geographic preferences. Every AI insight is contextualized to it. Without it, recommendations are generic. With it, they're specific to your situation.
AI fires at bounded product moments: when you open a property card, when a hold/sell/refi threshold is crossed, when you request an acquisition analysis. Never open-ended. Always cached. Always grounded in your real data.
Full deal underwriting — purchase price, financing structure, line-item renovation budget, multi-scenario comparison — evaluated in the context of your existing portfolio. Every deal is assessed for DCR impact, equity concentration, and goal alignment across everything you own.
Generate a structured Markdown brief capturing your portfolio's computed conclusions and open questions. Paste it into Claude, ChatGPT, or any AI project. Bring the intelligence out of the platform into your broader workflow.
Not a starter app for first-time investors. Not an enterprise platform for institutional operators. BasisLine is built for the owner-operator managing a real portfolio — likely with a mix of SFH and small multifamily — who understands the numbers and is done tolerating tools that don't.
You know what IRR means. You've outgrown Stessa. You're not ready for $10,000/year enterprise software. BasisLine is for the gap in between.
Stessa tracks income and expenses well. DealCheck evaluates individual deals. Enterprise platforms manage large property operations. BasisLine is the investment analytics layer for the landlord who has outgrown basic tracking and doesn't need a property management system.
| Capability | BasisLine | Stessa | DealCheck | Buildium / AppFolio |
|---|---|---|---|---|
| Portfolio metrics (IRR, DCR, cap rate, equity) | ✓ Full suite | Income & expense tracking | — | Operational reports only |
| Acquisition underwriting | ✓ With portfolio context | — | Deal-only, no portfolio context | — |
| Multi-year portfolio forecasting | ✓ Bear / base / bull | — | — | — |
| Rent gap analysis vs. market | ✓ | — | — | — |
| Tax & depreciation exposure modeling | ✓ | — | — | Basic reporting |
| Computed from your actual data | ✓ Always | Income & expenses only | Manual inputs | Lease & PM data |
| Schedule E onboarding | ✓ | — | — | — |
| Primary purpose | Investment analytics | Bookkeeping | Deal analysis | Property management |
| Starting price (monthly) | From $89 / mo | Free | $10 – $20 | $300 – $500+ |
| Target portfolio size | 5 – 100 units | 1 – 20 units | Any (deal focus) | 50+ units |
Stessa and DealCheck serve their target use cases well. BasisLine is not a replacement for property management software — it is the investment analytics layer for the 10–100 unit landlord who needs more than a tracker and less than an enterprise platform.