Tools & Resources
The platforms and tools that actually matter, organized by where you are in your investing journey.
We've curated this list based on real operator experience. Every tool includes who it's for, best use case, and — critically — when not to use it.
Transparency note: Some links on this page may be affiliate links, meaning we may earn a commission if you make a purchase. This comes at no additional cost to you. We only recommend tools we believe are genuinely useful, and our honest assessments (including the "when NOT to use" guidance) remain unchanged regardless of affiliate status.
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Who it's for
New investors setting up an LLC or entity
Best for
Clean banking with minimal friction. Integrates well with accounting software.
When NOT to use
If you need a dedicated relationship banker or complex treasury services, go traditional (Chase, BofA).
Who it's for
Serious investors running multi-asset portfolios or institutional-grade analysis
Best for
Complex waterfalls, multi-year projections, variance tracking.
When NOT to use
Overkill for single-asset investors. Expensive and steep learning curve. Use Excel or REFM for simple deals.
Who it's for
Active investors managing deal flow and broker relationships
Best for
Organizing your pipeline without enterprise CRM bloat.
When NOT to use
If you only look at 2-3 deals per year, a spreadsheet works fine.
Who it's for
Investors looking for on-market deals across multiple markets
Best for
Researching comps, finding listed properties, and connecting with listing brokers.
When NOT to use
Most deals on Crexi are widely marketed. If you want true off-market, build broker relationships or use direct mail.
Who it's for
Researching market inventory and connecting with brokers
Best for
Market research and comp analysis. Good for understanding what's available.
When NOT to use
Expect competition on every deal. Not a source of proprietary flow.
Who it's for
Active investors and brokers who need reliable comps and market intelligence
Best for
Lease comps, sale comps, market vacancy rates, tenant credit analysis.
When NOT to use
Expensive ($3k-$5k+/month for full access). If you only do 1-2 deals per year, not worth it. Ask your broker for comps instead.
Who it's for
Investors doing direct outreach and building off-market pipelines
Best for
Finding property owners, filtering by ownership type, and building targeted lists.
When NOT to use
Data quality varies by market. Works best in major metros.
Who it's for
Investors managing multifamily, small commercial, or mixed-use portfolios
Best for
Streamlining operations, rent collection, and work orders for multi-tenant properties.
When NOT to use
Single-tenant NNN leases don't need this. Use simple accounting software instead.
Who it's for
Institutional investors, large operators, and property management companies
Best for
Managing 10+ properties, complex accounting, investor reporting.
When NOT to use
Overkill and expensive for small operators. Requires dedicated admin/accounting staff.
Keep Learning
Tools are only useful if you know how to use them. Dive into our asset class guides and underwriting resources.