OwnerRez owners are serious operators. Perch gives them the tax intelligence to match — multi-entity consolidation, real-time optimization, and CPA-ready reporting built for complex STR portfolios.
Revenue tracking, owner reports, QuickBooks sync — OwnerRez goes further than most PMS on the financial side. But it stops at reporting. It doesn't know about cost segregation or material participation.
Multiple LLCs, intercompany transfers, mixed personal and business use, partners and investors — the more sophisticated your operation, the more your CPA charges to untangle it.
Pushing transactions to QBO is a starting point, not a finish line. QuickBooks doesn't know STR tax law. It doesn't flag material participation risk or QBI thresholds.
OwnerRez users have more data than most operators — and still end up sending their CPA a zip file every March.
Perch connects OwnerRez booking data with your direct bank feed via Finicity — no Stessa, no QuickBooks required. One source of truth.
Multiple LLCs, partners, intercompany eliminations — Perch handles the consolidation that makes your CPA's life significantly lighter.
Not just per-property reporting — a consolidated view of your entire portfolio's tax exposure, in real time.
Cost segregation triggers, material participation hours, QBI phase-out warnings — monitored across your entire portfolio.
Everything across every entity, consolidated, depreciation schedules current, STR elections documented. Your CPA's favorite client.
The tax intelligence layer built specifically for real estate CPAs and their clients. RE-native from the ground up.
Entity LLC-3 (Mountain Properties) has $34,000 in suspended passive losses from prior years. Your 2025 income trajectory suggests you'll cross the $150,000 AGI threshold in Q3 — above which those losses can no longer offset ordinary income. Recommended: accelerate deductible expenses in LLC-3 before threshold is crossed.
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