J. Zimmerman & Co. · Financial Partner · Operator Advisor
Rental Portfolio Intake
A few details about you and your properties, plus your transaction history, and I'll build your portfolio analysis. Takes about 10 minutes.
Your data stays private. This information is used only to prepare your reports. Transaction files are read to categorize income and expenses by property — nothing is shared or sold. You don't need a login; I handle the analysis and send you the results.
About You
So I know whose portfolio this is and where to send reports.
Your Properties
Add each rental property. Only the address is required — fill in what you know; I'll research the rest.
Transaction History
Export a transaction CSV from your accounting software and upload it here. This is how I categorize your income and expenses. If you tag or class transactions by property, I'll match them automatically.
You can select more than one file (e.g. one per property or per year).
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Intake received
I'll review your portfolio and reach out with your first report. Questions? Reply to my email anytime.