This article explains how to provide separate owner statements for an individual who co-invests in multiple properties, each with different investor groups. This setup allows the owner to log in once and switch between different profiles to view each property's financial data independently.
This process is different from Assigning fractional ownership to properties, which splits the revenue of a single property among multiple owners.
Set up separate profiles for a co-investor
- Create a separate owner profile for each property or investor group. Each profile must have its own unique primary email address, such as one for each LLC or investment entity. Learn more about Managing owners.
- Assign each property to its corresponding owner profile. See our instructions on Assigning owners and listings.
- Add the individual owner as an additional contact to each of the owner profiles you created. When adding them, use the same personal email address every time. Follow the steps for Creating and managing additional contacts in the Owners Portal.
Note:
The owner's personal email address, used for the additional contact, must be different from the primary email address used for each owner profile.
How the owner switches between profiles
Once the setup is complete, the owner logs in to the Owners Portal with their personal email address. Inside the portal, they can use the "owner switcher" dropdown to toggle between the different owner-profile entities.