

Real
Estate
Investment
CFOs
&
Property Accountants
A Financial Management Company
About REI CFO
Expert Financial Management for Real Estate Investors and Private Equity Firms
At REI CFO, we are a team of seasoned financial professionals committed to delivering expert, outsourced financial services tailored specifically for real estate investment firms. With years of hands-on experience managing assets and portfolios ranging from a few hundred thousand dollars to over several billion, we understand the unique financial challenges that real estate investors face—and we’re here to streamline your operations and maximize your returns.
Whether you’re a growing firm or an established industry leader, our flexible subscription plans and add-on services are designed to meet your needs, from comprehensive property accounting to high-level CFO and asset management solutions. We offer everything your real estate investment firm requires to run its financial operations efficiently and successfully, with the option to choose one-time services or ongoing support.
At REI CFO, we stay ahead of the curve by leveraging cutting-edge technology and industry best practices, ensuring your firm benefits from the latest financial strategies and market insights. By outsourcing your financial operations to us, you can mitigate risks, optimize performance, and focus on what truly matters—growing your investments.
Explore how REI CFO can elevate your firm’s financial management with precision, expertise, and reliability. Let us handle the complexities so you can focus on building your portfolio.
A Discreet and Elite Team
You may not find a traditional “team page” on our website—and for good reason. Some of our experts still hold high-ranking positions at some of the most prestigious real estate and private equity firms in the world. Due to the nature of their roles, we can’t publicly advertise their involvement with REI CFO. Rest assured, you are working with some of the top professionals in the industry.
Trusted by Real Estate Investors at Every Level
From small property portfolios to large-scale commercial real estate investments, our clients trust us to deliver expert financial management that drives growth, optimizes tax savings, and ensures seamless operations.
Partner with REI CFO to elevate your financial strategy. We’ll handle the complexities, so you can focus on building and growing your portfolio with confidence.
What We Offer
Property Accounting: Full Financial Control
Our Property Accounting Package covers accounts payable, receivable, general ledger, and monthly reports, helping real estate investors make informed decisions with a clear financial picture.
Strategic CFO Services for Real Estate
Our CFO services provide expert financial oversight and tailored strategies to maximize investment performance. We work closely with you to develop actionable financial plans, boosting returns and efficiency.
Complete Asset Management Solutions
Maximize your real estate portfolio’s performance with our comprehensive Asset Management services. Our team provides expert insights to minimize risks and optimize asset value, helping you make data-driven decisions.
Competitive Pricing for Expert Financial Services
Experience expert financial management without the high costs. Our transparent and competitive pricing ensures you get top-tier Property Accounting and CFO services without breaking the bank. See subscription and a la carte options below.
Maximize Your Real Estate Returns with Precision
Optimize your real estate investments with expert financial oversight. Subscribe now for tailored accounting, asset management, and CFO services designed to elevate your financial strategy and performance.
Streamlined Financial Management
Our comprehensive suite of financial management services is designed to streamline your operations and enhance your investment performance. Join us to experience expert financial management at its best.
Become an REI CFO Member Today
Let us handle your financial operations
Property Accounting
Add and pay INITIAL DEPOSIT or SIGN UP to get started
A minimum of
$1,799.99
per month
OR
0.75% of monthly Gross Revenue
- Initial Financial Review and Onboarding
- Month-end closing and neccessary journal entries
- Monthly Reporting Package (Balance Sheet, Income Statement, Bank Rec, Rent Roll, etc)
- Ongoing cash flow management
- Work with exsisting A/P processes
- Year-end Financials
- Tax Package for your CPAs or EA
- No contract (upgrade or cancel anytime)
- Pay INITIAL DEPOSIT or Monthly/Quarterly/Annual Subscription and SAVE!
- INCLUDES 1 Add-on service
- Combine with additional Add-on services
Controller and CFO Services
Add and pay INITIAL DEPOSIT or SIGN UP to get started
A minimum of
$2,899.99
per month
OR
1.25% of monthly Gross Revenue
- Initial Financial Review and Onboarding
- Monthly Financial Statement review
- 1 weekly meeting (up to 2 hours)
- Ongoing cash flow management and oversight
- Annual Budget and Forecasting review
- Budget rollover or build
- Training and support for staff (up to 16 hours)
- Partner Administration (distributions, financial statement delivery, etc)
- Banking/Capital relationship management
- No contract (upgrade or cancel anytime)
- Pay INITIAL DEPOSIT or Monthly/Quarterly/Annual Subscription and SAVE!
- INCLUDES 2 Add-on services
- Combine with additional Add-on services below
Recommended
Full Portfolio Management
Add and pay INITIAL DEPOSIT or SIGN UP to get started
A minimum of
$4,699.99
per month
OR
1.75% of Gross Revenue
- Everything in Property Accounting package
- Everything in Controller and CFO Services package
- Initial Internal Control review and consultation
- Asset Mangement services (analysis, oversight, research, etc.)
- 1 weekly call with property managers
- Lease management and oversight
- Acquisition analysis
- Account Payable (A/P) administration and management
- Monthly Portfolio analysis
- Monthly Variance Analysis
- Due Dilligence and Annual Property Visit*
- Acquisition and Dispositon services*
- No contract (upgrade or cancel anytime)
- Pay INITIAL DEPOSIT or Monthly/Quarterly/Annual Subscription and SAVE!
- INCLUDES 2 Add-on services
- Combine with additional Add-on services below
Add-on or One-time Services
- Services can be purchased once or added to your monthly subscription
- See our FAQs Section or our Blog for further information about services
- Members purchasing a subscription can add the "INITIAL DEPOSIT" for the corresponding package to their cart (instead of paying subscription cost up front).
How It Works
1Explore
Explore our services and subsctiptions. Pick your favorite high-quality subscription package, one-time service, or mix-and-match.
2Sign-up
Enter your information and credentials to create REI CFO account.
This can be done through the "Login" button in the navigation menu. Or through the purchase process.
NOTE: An account is required to buy services.
3Choose and Schedule
Choose to pay the initial deposit or the whole amount (and save). Then schedule your Discovery Call through the calendar link sent on your welcome email and receipt sent to your email.
NOTE: Full payment required before services begin
4Relax
Go spend time with family or enjoying the things you love.
REI CFO has your financial operations covered and your assigned Account Manager will be in touch with you regarding next steps and deliverables.
FAQs
IMPORTANT!!! - PLEASE READ these FAQs; there is important information relating to your purchase and our processes.
How do I sign up or purchase services from REI CFO?
How does the INITIAL DEPOSIT work?
Is the INITIAL DEPOSIT refundable?
How soon after I pay will REI CFO contact me?
How do I use add-on services with my monthly plan?
Who are typical clients of REI CFO?
How much to members/clients save by working REI CFO?
Does REI CFO offer tax preparation or filing services?
Read and learn more about REI CFO
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