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Sage for Financial Services

Sage Intacct real estate accounting software for REITs

Streamline multi-entity consolidations, gain real-time portfolio visibility, and unlock growth opportunities with solutions built for real estate investment trusts (REITs).

Smarter back‑office accounting for real estate investors

Sage real estate investment accounting software automates multi-entity close, and delivers real-time liquidity dashboards across Property Companies (PropCos) and funds.

Improve decisions

Real-time portfolio insights aligning entities and investment strategies.

Automate the routine

Intercompany approvals, and audit trails for lender-ready statements.

Scale without headcount

Add new entities (PropCos) in minutes, not days. No extra staff needed.

Why real estate investment firms choose Sage

AI-powered financial management with real-time visibility, automated consolidations, and compliance-ready reporting.

Fast consolidations for investor reports

Boost profits with automated consolidations, real‑time cash visibility, and useful project controls.

  • Hit refinancing windows and deliver lender-grade packages.
  • Align property management systems with your general ledger.
  • Save 36+ hours per month on your close.

Simpler auditing and investor reporting

Build financial statements and lender‑grade reports in minutes for refinancing and investor updates.

  • Produce GAAP-compliant statements with full audit trails.
  • See how capital spending affects net operating income (NOI).
  • Save days of work preparing lender-ready financial packages.

Customizable dashboards on-demand

Up to the minute reports and KPI dashboards tied to operational goals.

  • Monitor NOI, leasing speed, and capex ROI to guide pricing.
  • Track performance metrics to drive business productivity.
  • Strengthen data quality and controls for peace of mind.

Financial management for real estate investors

Automated consolidation, reporting, and portfolio visibility so you can focus on your acquisitions and asset performance, not wrangling spreadsheets

Sage Intacct for Real Estate Investment

AI-powered accounting and Enterprise Resource Planning (ERP) for REITs. Learn why industry leaders choose Sage Intacct.

  • Modernize your business with best-in-class cloud accounting and cash management.
  • Save time by automating complex processes.
  • Slash time spent on your monthly close by up to 70% with automation. 
  • Consolidate hundreds of Property Companies (PropCos) and Holding Companies (HoldCos).
  • Get lender-ready financial reports for NOI, capex, and debt covenant tracking.
  • Track costs, monitor capex, and speed up approvals and distributions. 
  • Extend your tech stack with Open API and property management system integrations.

Rated #1 in customer satisfaction by G2.

Discover Sage Intacct

Key features of Sage Intacct for Real Estate Investment

Accounting and financials

Gain real-time visibility over the true financial health of your organization and make confident, data-driven decisions.

Multi-entity consolidation

Continuous multi-entity consolidation in one view across your portfolio.

AI-powered finance

AI-powered search for accounts payable, accounts receivable, and cash flow.

Global operations support

Manage compliance easily across multiple currencies and regions.

Budgeting and planning

Save time and effort with live budgeting, planning, and forecasting.

Close agent

Complete month-end close up to 90% faster with smart AI assistance.

Compliance

Centralize documentation for internal controls and easy reporting.

Financial assurance

Automatically flag journal entries with unusual activity compared to past data.

Compliance and audit readiness

Immutable audit trails to substantiate filings and speed up remediation.

Built-in audit trails

Pre-built checklists, client schedules, dashboards, and audit-centric reports.

Transparency for all

Maintains chain of custody on master data, transactions, configs, and reports.

Continuous monitoring

Real-time monitoring, controls, and alerts for policy violations and outliers.

Accounting compliance

Complies with AICPA regulations (SOC1 and SOC2), plus GDPR, and ISO 27001.

Role based access

Role-based permissions to support separation of duties for SOX compliance.

Real-time visibility and reporting

Automate key operational workflows for increased efficiency and better stewardship.

Comprehensive reporting

View data by entity, property, asset class, location, department, or investor.

Continuous planning

Budgeting and forecasting tools for NOI, capex, and refinancing scenarios.

Seamless integration

Connect financial systems with property management systems for visibility.

Dynamic dashboards

Customizable views for executives, portfolio managers, and finance teams.

Drill-down capabilities

Click-through all the drill-down details from report through to transaction.

Anytime access

Anytime access to financial and operational data across properties and entities.

Rebecca Smith

VP & Director of Corporate Accounting, IRG

""We either needed to double our team to keep doing it manually or invest in a platform that could scale with us. The Sage team took our actual Excel files and recreated them in the system… I realized, this is it. This is what we need."
Read their story

Real estate investment accounting software FAQs

Real estate trust accounting software for REITs helps you simplify your financial planning and streamline many accounting procedures. It also provides you with real-time information that helps you make data-driven decisions and raise the performance level of your REIT.

Financial management software reduces administrative burden by automating critical processes such as multi-entity consolidations, intercompany-eliminations, debt covenant compliance checks, and investor reporting. Instead of manual spreadsheets, you get real-time dashboards for NOI, liquidity, and capex planning. This means significant time savings, enabling your team to focus on acquisitions and portfolio optimization.

Implementation typically involves working with a professional services team to configure your chart of accounts, entity structure, and integrations with property management systems (PMS) and banking platforms. This ensures seamless data flow for accurate reporting and compliance.

The best accounting software for real estate investors and REIT firms should be easy to use but with powerful capabilities, including multi-entity consolidation, dimensional reporting, automated workflows, and integrations that support property and fund-level visibility.

Yes, accounting processes can be automated for real estate investment trust firms, with quarterly updates and data backup. Powerful real estate investing accounting software with automated features make it easy to scale your business with pre-built capabilities and custom features that save time and reduce errors. This is what Sage Intacct can do.

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