Challenges real estate investors face with their finances
Specific solutions for real estate investors
Problem: Fragmented net worth
Connect bank accounts, mortgages, and brokerage accounts. Add manual property values. See total net worth — real estate equity plus financial assets — in one number.
Problem: Mixed rental income
Automatic bank sync with smart categorization separates rental income from personal transactions across all connected accounts.
Problem: Manual equity calculations
Connected mortgage accounts show real-time balances. Your equity updates automatically as you pay down principal.
Problem: Siloed investment portfolio
Stocks, REITs, ETFs, and crypto tracked alongside your real estate holdings. See your full asset allocation.
Real estate equity, investments, cash, and liabilities in one consolidated view.
Connected mortgage accounts auto-update balances. See equity growth over time.
Categorize rental income and property expenses across all connected bank accounts.
Stocks, REITs, ETFs, and crypto alongside your real estate holdings.
See total net worth including 4 rental properties, 2 brokerage accounts, and crypto holdings
Track rental income and expenses per property by categorizing bank transactions
Monitor mortgage paydown progress and equity growth across all properties
Analyze overall asset allocation between real estate, equities, and cash reserves
“I own 6 rental units and have investments in REITs and index funds. Clarity is the first tool that shows me everything in one place — my actual net worth, not just pieces of it.”
Robert C.
Real estate investor, 6 properties
You can add manual asset entries for properties with custom valuations. Connected mortgage accounts automatically track your loan balances, so equity = value - mortgage balance.
Yes. Most major mortgage servicers are available through Plaid. Your mortgage balance updates automatically, and payments are categorized in your transaction feed.
Use Clarity's categorization system to tag rental income transactions. You can filter reports by category to see rental income and expenses separately from personal finances.
Yes. REITs held in brokerage accounts sync automatically with real-time pricing, dividend tracking, and cost basis calculation.