# STRATAFOLIO Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is STRATAFOLIO the right Commercial Real Estate solution for you? Explore 36 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/196759/STRATAFOLIO/reviews

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STRATAFOLIO

4.9 (36)

[View alternatives](https://www.capterra.com/p/196759/STRATAFOLIO/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of STRATAFOLIO

Ease of use

4.8

Customer Service

5.0

## Pros and Cons in Reviews

SB

Sarah B

CFOReal Estate, 2 - 10 employeesUsed the software for: 6-12 months.

“Stratafolio has saved us both time and money as it has improved our efficiency in invoicing, CAM reconciliations, and lease management.“

September 23, 2025

WC

William C

Director of Real EstatePackage/Freight Delivery, 1,001 - 5,000 employeesUsed the software for: 6-12 months.

“Because of the complexity of the real estate and coordinating it with the software it can take a little time to become fluent in using Stratafolio. However, because my position is not full-time property management it has taken me a little longer than the average bear. “

February 12, 2025

PV

Penelope V

VP of OperationsReal Estate, 2 - 10 employeesUsed the software for: 1-2 years.

“The knowledge base is quite thorough and has a lot of detailed instructions on how to do certain tasks, which is helpful when they don't feel intuitive to any specific user.“

February 18, 2025

LH

Lindsey H

ControllerCommercial Real Estate, 2 - 10 employeesUsed the software for: Less than 6 months.

“It allows us to efficiently track leases, loans, distributions to investors, and financial transactions all in one place.“

September 15, 2023

PV

Penelope V

VP of OperationsReal Estate, 2 - 10 employeesUsed the software for: 1-2 years.

“I feel confident to move forward with using new elements of the functionality as my team is able to do so, knowing that the Stratafolio support will be there to assist.“

February 18, 2025

## Showing most helpful reviews

Showing 1-25 of 36 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JG

Jeremy G.  
Chief Accounting Officer - Partner  
Real Estate  
Used the software for: 6-12 months

### "Take a chance, try Stratafolio - you won't regret it."

February 10, 2026

5.0

The experience has been excellent - again, from the first meeting. Jeri and her team have been kind, responsive, and knowledgeable. In fact, they had some of the most robust commercial property management knowledge, maybe wisdom even, of anyone I've met. They had great recommendations that really helped us with our medium sized portfolio.

Pros

My experience with Stratafolio has been truly pleasant from jump. It is an EXCELLENT value for the number of things it does. It is super focused on commercial applications and has been wonderfully designed to notify for renewals, CPI increases, and generally lease management. It is simple and easy to use.

Cons

It has, at times, loaded slow. However, some of our job files are large and it may be partially on our side. I wish it had some more flexibility in reporting - but exporting info is easy and the pros simply far outweigh the cons. It is always faster than logging into Quickbooks, most certainly.

Alternatives considered

[Fyxt](https://www.capterra.com/p/246583/Fyxt/)

Reason for choosing STRATAFOLIO

Ease of use, cost, and because Entrata is more suitable for residential management.

Switched from

[Entrata](https://www.capterra.com/p/20372/Entrata/)

Ease of use, cost, and because Entrata is more suitable for residential management.

Review Source

Response from STRATAFOLIO

February 18, 2026

Thank you, Jeremy! We are glad we have the opportunity to work with your team!

EC

Emily C.  
Executive Vice President  
Commercial Real Estate  
Used the software for: 1-2 years

### "Great platform"

November 20, 2025

5.0

Customer support is like no other. The Stratafolio Team is top tier, always quick to respond and extremely knowledgeable and helpful.

Pros

Stratafolio allows you to view each property, tenant and details of the lease in an easy and quick format

Cons

My only obstacle for my properties is I have to link to one single bank account instead of each properties bank

Switched from

[Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)

Yardi was too large of a platform for our company

Review Source

Response from STRATAFOLIO

November 25, 2025

Thank you, Emily! We are glad we can help you easily manage your commercial real estate portfolio, and we are delighted you value the incredible support our team provides our clients.

BJS

Bobbi Jo S.  
Accounting Manager  
Commercial Real Estate  
Used the software for: 6-12 months

### "Stratafolio Review"

September 22, 2022

5.0

Pros

It's easy to upload QuickBooks to Stratafolio.

Cons

There are too many steps to keep leases and COIs current, and it's not easy to determine all the steps. The knowledge base concept is interesting, but it doesn't really help figure out all the steps to follow to enter a lease or a COI, etc. I don't like that Stratafolio is only cash based.

Review Source

Response from STRATAFOLIO

October 4, 2022

Thank you so much for the honest review, Bobbi Jo. Our software and processes are meant to make your life easier, not more challenging. Regardless, we'd like to assist in making this right so please feel free to contact us at support@stratafolio.com and we will be happy to do what we need to to make you feel more comfortable with our product. Looking forward to your email! - Lindsey

PV

Penelope V.  
VP of Operations  
Real Estate  
Used the software for: 1-2 years

### "Streamlining our real estate portfolio management with Stratafolio"

February 18, 2025

4.0

I like this software. I work with an asset management team and we primarily use it to assist with tracking our units, leases and rent payments, and have had some success using the tenant portal feature). I can see how much more functional it could be over time as my team fully integrates its potential uses into our daily routines. It has functionalities that could support more aspects of the overall health of our organization. I feel confident to move forward with using new elements of the functionality as my team is able to do so, knowing that the Stratafolio support will be there to assist.

Pros

Great customer service, very responsive and knowledgable team. Creates really usable reports that are easy to distribute. Very flexible in terms of how you view your data. Works smoothly when you have input all the right information. The software automates a lot of the tracking we've been doing on spreadsheets and helps avoid user error as well as saving a lot of time. The knowledge base is quite thorough and has a lot of detailed instructions on how to do certain tasks, which is helpful when they don't feel intuitive to any specific user.

Cons

Some steps feel unintuitive. Data has to be input in a specific order, and if you start at the wrong step you are continually redirected. (E.g., to enter a "lease", you must have already created a "tenant", and to create a "tenant" you must have already created a "contact". Personally I find this a bit clunky, though it's worth saying I've never used a similar software that I didn't have similar issues with, and so I don't consider it a major con.

Alternatives considered

[DoorLoop](https://www.capterra.com/p/211768/DoorLoop/)

Reason for choosing STRATAFOLIO

Had more integration options that we were hoping for (2-way integration with quickbooks as opposed to 1-way)

Review Source

Response from STRATAFOLIO

February 25, 2025

Thank you, Penelope! We are glad we are able to help you automate your most critical activities!

WC

William C.  
Director of Real Estate  
Package/Freight Delivery  
Used the software for: 6-12 months

### "Sophisticated Product for Commercial Real Estate - Excellent!"

February 12, 2025

5.0

Excellent! \[sensitive content hidden\] is very patient with her support in orienting new users. Also, there is a team of associates who sift through and upload the information into the system. I found all of the them to be very knowledgeable. They understand commercial real estate and all the intricacies with the wide variety of commercial leases that are in place.

Pros

Sophisticated commercial real estate software that helps manage complex real estate holdings. After researching several real estate property management software products I found Stratafolio to be the only one that is thorough enough to provide for managing our commercial portfolio. The others were residential products that they tried to covert for commercial use whereas Stratafolio is specifically designed for commercial real estate. I am glad I found them!

Cons

Because of the complexity of the real estate and coordinating it with the software it can take a little time to become fluent in using Stratafolio. However, because my position is not full-time property management it has taken me a little longer than the average bear. Once fully up to speed this software will provide organization to our real estate that we have never had before and will serve as a resource for years to come. It's a good product!

Alternatives considered

[Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)[Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/)[MRI Commercial Management](https://www.capterra.com/p/199962/MRI-Commercial-Management/)

Reason for choosing STRATAFOLIO

Only one that focused on commercial real estate as its primary business.

Review Source

Response from STRATAFOLIO

February 20, 2025

Thank you, Bill! We are happy you selected STRATAFOLIO among such a distinguished list of alternatives. We are glad to have the opportunity to work with you and your team. Our goal is to make all of our clients more efficient and profitable.

JR

Jane R.  
CFO  
Real Estate  
Used the software for: 1-2 years

### "Superior vendor for rent management softwar"

May 15, 2025

5.0

Superior product, superior customer service both in timing and in solutions.

Pros

Product works as advertised and the have the best customer service of any software products I have ever used. They are both quick to respond and always have a solution. Initial integration was very smooth also with superior customer service.

Cons

Really there is nothing I do not like. The product is easy to use and maneuver around.

Alternatives considered

[Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/)

Reason for choosing STRATAFOLIO

Seemed better suited for commercial properties

Review Source

Response from STRATAFOLIO

May 19, 2025

Thank you, Jane! We are so glad we are able to help you with your commercial real estate! That is exactly what we focus on - commercial real estate owners who use QuickBooks!

TG

Tim G.  
Managing Partner  
Commercial Real Estate  
Used the software for: 1-2 years

### "Awesome property management software"

January 16, 2025

5.0

Overall, my experience with stratafolio has been nothing short of great. I looked at four different property management platforms and found Stratafolio to be the clear choice. Thanks Stratafolio!

Pros

I like that it is fully integrated into QuickBooks online. The onboarding was great and customer support is always extremely helpful.

Cons

I would like the ability to email out Stratafolio using my own email address versus all communications coming from support@stratafolio.com.

Alternatives considered

[AppFolio Property Manager](https://www.capterra.com/p/92228/AppFolio-Property-Manager/)[Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)[Buildium](https://www.capterra.com/p/47428/Buildium-Property-Management-Software/)

Reason for choosing STRATAFOLIO

Ease of use and the integration with QBO was a big reason. Also it was more aligned with commercial properties versus multi family.

Review Source

Response from STRATAFOLIO

January 23, 2025

Thank you, Tim! We are glad we have the opportunity to work with you! Thank you for the suggestion. We have shared that with our engineering team.

DK

Diana K.  
Manager  
Real Estate  
Used the software for: Less than 6 months

### "Highly Satisfied with STRATAFOLIO"

January 19, 2026

5.0

STRATAFOLIO offers great value for money and delivers exactly what we were looking for. The lease and property management features are a significant added value and align perfectly with our business needs. Overall, it is an efficient and reliable tool that has made a positive impact on our operations.

Pros

Excellent and friendly team that is a pleasure to work with; Very responsive — questions are answered quickly and clearly; Strong ability to find great solutions tailored to our business needs; Outstanding support in transitioning from our old accounting processes to a modern, more efficient way of working

Cons

Not a con, but a suggestion for future product expansion: It would be helpful to have an option to include copies of tenant invoices for expenses incurred during the year. The software includes many tabs and hyperlinks across different areas of the system, which can feel overwhelming during the first few uses. However, after a short learning period, it becomes easy to navigate and manage.

Review Source

Response from STRATAFOLIO

January 21, 2026

Thank you, Diana! We are very glad we have been able to help your team and have a positive impact on your business! And thank you for the suggestion.

MP

Mark P.  
Accountant  
Commercial Real Estate  
Used the software for: 6-12 months

### "Awesome Real Estate Management Tool for QBO Users"

July 28, 2025

5.0

Excellent. Extremely Pleased. When I found this software I knew I was in for a great time-savings and process management tool.

Pros

I am the accountant for a group of companies made up of a sole Proprietorship, a corporation, and several Partnerships. We have multiple reporting requirements from the lenders that we work with that finance several of our over 50 properties. Most of these are Industrial and Commercial, with a few Shopping Centers and Residential properties as well. Because of the time required every Quarter to prepare Debt to Credit Ratio reports, Operating Statements, and Rent rolls my A/R and A/P person, and I were spending way too many hours on these tasks. I needed a faster way to prepare these, so I started searching in QuickBooks on their App partner’s list. There I found Stratafolio, and the minute I saw their reporting capabilities I knew I had found the solution to our problem! Everything I needed to prepare all the reports was at my fingertips, and as I told the \[sensitive content hidden\]of the company, “what has been taking us hours to prepare will be a one touch solution if we join forces with Stratafolio!” It took some convincing as the \[sensitive content hidden\] didn’t think the cost was justifiable. However, we had been talking about adding another accounting clerk and I told him that Stratafolio could be that new employee for less than 25% of the cost. So, after some time considering it, he approved my request. We have been using Stratafolio now for 6 months and I will tell you it has saved us over 10 hours a month just in preparation of our DCR’s, and it has also saved me tremendous time in our recent Property Tax protest preparation of Rent Rolls and Operating statements that the local county government requests before they will consider our request for a reduction in our taxes. And we have won on some of those requests, and now our reports that we present are far more professional, and eliminate so many questions from lenders, taxing entities, etc., because we tell them that these reports are prepared by Stratafolio. And from what Stratafolio has told me, we are “just skimming the surface of its capabilities”, and we are excited to see what else it can do. If you have been thinking of using Stratafolio and want to talk with me personally, just ask the staff at Stratafolio to contact us and I will be glad to visit you.

Cons

Nothing, except not having in use for the last 3 years. It would have made the management of our financial reporting so much less time consuming!

Review Source

Response from STRATAFOLIO

July 30, 2025

Thank you, Mark! We love hearing how our clients use our product to make themselves more efficient and profitable! Thank you for sharing this use case and for being a great client to work with! We look forward to supporting you as you adopt more of our automated, AI-enhanced features to help you manage your commercial portfolio with QuickBooks.

SB

Sarah B.  
CFO  
Real Estate  
Used the software for: 6-12 months

### "Wish we would have found Stratafolio years ago!"

September 23, 2025

5.0

Stratafolio has saved us both time and money as it has improved our efficiency in invoicing, CAM reconciliations, and lease management. We have multiple companies so I love the fact that everything related to our properties is in one software package. The onboarding process was great- \[sensitive content hidden\] and her team were responsive and always willing to help problem solve.

Pros

Ease of use, tenant management, reporting, time savings on invoicing and CAM reconciliation, onboarding and continued customer service.

Cons

I wish Stratafolio could automatically sync with QuickBooks desktop version, but using WebConnect to sync is not difficult.

Review Source

Response from STRATAFOLIO

September 29, 2025

Thank you for the fantastic review! We’re happy STRATAFOLIO has streamlined your invoicing, CAM reconciliations, and lease management across multiple companies, and that onboarding/support have been great. You’re correct: QuickBooks Desktop doesn’t allow automatic syncing (QuickBooks Online does), but the WebConnector does keep things simple. We’re glad it’s working well for your team. We appreciate you and are always here to help.

CD

Corinne D.  
Analyst  
Real Estate  
Used the software for: 6-12 months

### "Great Software!"

October 27, 2022

5.0

Pros

User friendly software with great support and onboarding process.

Cons

The speed, the software is quite slow at times.

Review Source

Response from STRATAFOLIO

November 28, 2022

Hi Corinne, thank you for the thoughtful review! We're really happy you are pleased with the support and onboarding. In regards to your comment about the speed of the software, great news! Our development team has been working very hard to change this and the software now moves a lot faster. Because of your feedback, this has been addressed! Thank you again for sharing your feedback.

KZ

Kerri Z.  
Owner  
Real Estate  
Used the software for: 6-12 months

### "STRATAFOLIO Review"

July 28, 2020

5.0

Our experience was great. They were very patient during the onboarding process. During this process we were able to get better organized.

Pros

Easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up to date account of all our properties or break out and analyze one individually.

Cons

So far we like everything about the product. The cost is on the higher end but now that were using STRATAFOLIO its worth the extra cost compared to the other options available.

Reason for choosing STRATAFOLIO

We could not find another company that does what STRATAFOLIO is doing.

Review Source

Response from STRATAFOLIO

September 10, 2020

Glad it is working well for you!

RH

Randi H.  
Tenant Manager  
Real Estate  
Used the software for: 1-2 years

### "Great Product"

April 3, 2025

5.0

Pros

User friendly! Having all entities in one place is a game changer. Quick and easy access to everything from leases, tenants, investors, invoicing and work orders. Alerts for lease escalations and expiring COIs is fantastic. The STRATAFOLIO team is very helpful and a pleasure to work with.

Cons

All good so far.

Review Source

Response from STRATAFOLIO

April 7, 2025

Randi - Thank you so much for your thoughtful review! We're thrilled to hear that having all your entities in one place has been a game changer — that’s exactly what we set out to do with STRATAFOLIO. It’s great to know that features like lease escalation alerts and COI reminders are helping streamline your operations. We’re also glad to hear you’re getting value from the QuickBooks integration — syncing your financials with your real estate data can make a huge difference. And of course, we love hearing that our team has been helpful along the way. We truly appreciate your support and are excited to keep growing with you!

JM

Julie M.  
Accountant and Client Manager  
Accounting  
Used the software for: 1-2 years

### "Amazing Tool for Commerical Property Accounting and Organization"

September 12, 2025

5.0

STRATAFOLIO has made CAM reconciliations, easier and faster to complete. The team at STRATFOLIO has been wonderful to work with and responds timely.

Pros

STRATAFOLIO has made CAM reconciliations, easier and faster to complete. I also love the fact that I get emails when a lease is about to expire or escalate. It has customizable tables to make reading the data easier.

Cons

Filters do not stay from one screen to another. When you click in to review operating expenses for a tenant and then go back you have to refilter.

Review Source

Response from STRATAFOLIO

September 16, 2025

Thank you, Julie! We appreciate the feedback. Glad we can help speed up CAM reconciliations for you!!

AH

Amy H.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Organization tool for accounting and managing your properties!"

September 11, 2025

5.0

This is a great tool for simplifying the CAM reconciliation process. It's also great to have one place to access leases and receive notifications for escalations.

Pros

The app is easy to use and their support is responsive to questions. The staff at STRATAFOLIO are wonderful to work with.

Cons

For the most part, I love the software and there is nothing I dislike. Filters in reports are sometimes frustrating if they don't stay.

Review Source

Response from STRATAFOLIO

September 12, 2025

Thank you so much for the kind words! We’re thrilled STRATAFOLIO makes CAM reconciliations easier and keeps leases/escalations in one place. I would like to understand better your report comment, as I believe I can help you there with your settings.

TC

THOMAS C.  
OWNER  
Real Estate  
Used the software for: 1-2 years

### "BEST IN THE BUSINESS"

February 26, 2025

5.0

EXCEPTIONAL! EXCEEDED ALL EXPECTATIONS. I AM AN OWNER/OPERATOR AND PRIOR TO FINDING STRATAFOLIO, I HAD A MISERABLE TIME RECONCILING CAM AND KEEPING ON TOP OF ALL THAT ENCOMPASSES COMMERCIAL REAL ESTATE: RENEWALS, INSURANCE CERTIFICATES ETC. I HAD TWO SOFTWARE PACKAGES PRIOR TO STRATAFOLIO AND NOW ONLY STRATAFOLIO AND AM ABLE TO MANAGE MOST EFFECIENTLY AND MOST IMPORTANTLY, TIMELY.

Pros

THE REPORTS GENERATED FOR RENT ROLL AND OWNERSHIP

Cons

THE ONLY THING THAT I WISH I DID WAS ONBOARD PRIOR TO A NEW YEAR AND NOT MID YEAR BUT THAT IS NOT A CON WITH STRATAFOLIO BUT RATHER ON A BUSINESS LEVEL.

Review Source

Response from STRATAFOLIO

February 28, 2025

Tom - Thank you for your glowing review! We are so glad we have been able to help you and your team operate your commercial real estate portfolio more efficiently!

RH

Rachel H.  
Director of Onboarding  
Accounting  
Used the software for: 2+ years

### "The Best Property Management Tool"

September 11, 2025

5.0

It makes Cam Recs much more simple than how I used to do it. We are able to use it with Quickbooks Online which is a system we are already used to in the office.

Pros

The customer support is top notch. If you have a question, you know just where to start with getting an answer.

Cons

For the most part, I have no issues with the software. I'm able to utilize it for process automation easily.

Review Source

Response from STRATAFOLIO

September 16, 2025

Thank you, Rachel! Making CAM easy is one of the many reasons we exist! Thank you for sharing.

SL

Scott L.  
President  
Real Estate  
Used the software for: Less than 6 months

### "An Excellent Experience"

February 12, 2025

5.0

The staff has been very good to work with and very responsive to questions/issues. I highly recommend the software.

Pros

Comprehensive property software designed for the commercial user, either owner or property manager/broker. The staff did an excellent job of getting us onboard including reading every one of our leases in detail and getting the information properly set up in the system.

Cons

It's a pretty steep learning curve and we are still working on best practices for how to do certain tasks.

Switched from

[Buildium](https://www.capterra.com/p/47428/Buildium-Property-Management-Software/)

Buildium seems to be designed for owners of multi-family properties. Very cumbersome for regular commercial property.

Review Source

Response from STRATAFOLIO

February 19, 2025

Thank you, Scott! We are glad you selected STRATAFOLIO, and we are always working with our clients to better the overall experience!

ES

Emerson S.  
President  
Real Estate  
Used the software for: Less than 6 months

### "Very Pleased to Date"

April 15, 2025

5.0

The on boarding process was ran very smoothly and done professionally. That made this the easiest process that could have been the biggest headache.

Pros

The ease of a single data entry with QBO make this the best feature. Also the CAM reconciliation makes the ease of NNN leases run so smoothly.

Cons

The biggest cons I have had with STRATAFOLIO is that you can schedule auto emails for future invoices. You still have to manually send emails.

Review Source

Response from STRATAFOLIO

September 29, 2025

Thank you for your kind words! We’re delighted to hear how the integration with QuickBooks Online and the CAM reconciliation features have streamlined your work and simplified NNN leases. We’re also glad the onboarding process went smoothly. We appreciate your feedback about scheduling auto emails for future invoices and will continue to explore ways to make this even easier.

JW

Julie W.  
Director  
Real Estate  
Used the software for: 2+ years

### "Excellent software"

December 16, 2021

5.0

My overall experience with STRATAFOLIO has been great. They are truly a great company with outstanding customer service and care for their clients.

Pros

When looking for a platform that can handle asset management, property management, and tenant management - there was really only one option. There are a lot of platforms that can do one of these three things - but STRATAFOLIO is built to manage them all. Their Onboarding Team made the transition incredibly smooth. They handled everything for us so that we could focus on utilizing the tool. This software has helped our organization stay on top of rent increases, expired leases, etc - saving us a tremendous amount of time and money. From the Owner's Dashboard with high level overviews all the way down to the work orders and insurance tracking; I HIGHLY recommend STRATAFOLIO for anyone in the real estate industry.

Cons

I really don't have anything negative to say. They didn't have insurance tracking - but I asked for it and they built it!

Alternatives considered

[Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)[Yardi Voyager](https://www.capterra.com/p/33832/Yardi-Voyager/)[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)[Maintenance Connection](https://www.capterra.com/p/12444/Maintenance-Connection/)

Reason for choosing STRATAFOLIO

STRATAFOLIO offered a solution for every dynamic of our company - just just one or two.

Review Source

Response from STRATAFOLIO

November 18, 2022

WOW, Julie! We are blown away by your kind words. We're so happy to see that STRATFOLIO hit the nail on the head, and that after you suggested a product upgrade, we were able to implement it! That's why we always ask for customer feedback. Best, Lindsey @STRATAFOLIO

EM

Elliot M.  
Partner  
Real Estate  
Used the software for: 2+ years

### "CAM / COI / Etc"

January 26, 2024

5.0

Great,great,great,great,great,great,great,

Pros

Strata has been a huge benefit to our firm producing timely and accurate NNN reconciliations for our tenants. Our operations and cash flow positively benefit from appropriate accounting and rent escalations and other lease management tools. Last our stakeholders (investors/lenders) appreciate the professional, accurate and timely reporting. Tks, e

Cons

None, none,none,none,none,none,none,none,

Review Source

Response from STRATAFOLIO

January 31, 2024

Thank you, E! We are happy to have the opportunity to work with you on this. We love hearing all the ways we have helped your business.

LH

Lindsey H.  
Controller  
Commercial Real Estate  
Used the software for: Less than 6 months

### "Game-changer for the CRE owners"

September 15, 2023

5.0

Pros

Stratafolio has been a game-changer for our company so far. Since implementing this platform, our operations have become more organized and streamlined. It allows us to efficiently track leases, loans, distributions to investors, and financial transactions all in one place. It's the only software in our company that all roles can communicate and contribute to (property managers, admins, and accountants). It has significantly reduced time and effort required to manage our properties and the day-to-day, freeing up our team to focus on more strategic tasks and make data-driven decisions.

Cons

The onboarding process can take some time, but it's worth it to allow the Stratafolio team the necessary time to go through all the leases, loan docs, and additional data you would like housed in the software.

Review Source

GN

Giavanna N.  
CFO  
Commercial Real Estate  
Used the software for: 1-2 years

### "Stratafolio/Quickbooks integration"

October 24, 2023

5.0

Always very very helpful when I have a question.

Pros

I liked that they onboarded all my leases for me.

Cons

I am still learning all the ins and outs of the system. Becuase I did not do the onboarding myself I feel like I had a harder time learning the proper steps to entering new leases. Stratafolio has been very helpful helping me learn it as the situations arise.

Reason for choosing STRATAFOLIO

Because it integrated with Quickbooks the best.

Switched from

[Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)

Because I did not care for the accounting aspect of yardi and wanted to use a system that integrated with quickbooks.

Review Source

KH

Kathryn H.  
Operations  
Real Estate  
Used the software for: 6-12 months

### "CRE Management Software"

November 18, 2022

5.0

This software is excellent for our needs. As good as it is, the staff is THE standout factor. They are knowledgeable, responsive, profession and personal.

Pros

This software allows access to the entire portfolio of properties in one location. Access to all documents, property details, lease details, escalations, investors, rent rolls, debt, insurance, etc in one place and at a simple click.

Cons

Our company utilizes STRATAFOLIO staff to upload property info which makes it much easier. Getting all the info uploaded in the correct place is not as intuitive as desired, but STRATAFOLIO has knowledge based articles available to increase understanding and expertise in use of the software.

Reason for choosing STRATAFOLIO

Price, ease of use, integration with QBO and the people.

Review Source

Response from STRATAFOLIO

December 5, 2022

Thank you so much for the review, Kathryn! We are so happy you're satisfied with the product, and always take our customers feedback for improvements. Thank you again!

TP

Tracey P.  
Assistant  
Commercial Real Estate  
Used the software for: 1-2 years

### "Great Software for Commercial Real Estate!!"

February 4, 2022

5.0

The customer service that I have received from Stratafolio has been outstanding!!

Pros

This software is easy to use and it is very detailed. It helps us stay organized and up to date on important items.

Cons

I wish they has more reports you could run in the reports tap

Review Source

Response from STRATAFOLIO

November 18, 2022

Thank you for the fantastic review, Tracey! We are so happy you love our software and our customer service. Your feedback in regards to reports has been passed along to Development. Thank you again! Best, Lindsey @ STRATAFOLIO

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