From fix-and-flips to syndications, discover how real estate professionals use Zonely Deal Rooms to close deals faster, collaborate smarter, and manage complex transactions with ease.
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Fix & Flip
Renovation Projects
Track every detail of your fix-and-flip from acquisition to sale. Manage contractors, budgets, timelines, and renovation milestones in one central hub.
- Upload before/after photos to Documents tab
- Track renovation costs in Financials (actual vs. budget)
- Assign tasks to contractors with deadlines
- Create Timeline milestones for each phase
- Invite inspector, contractor, lender as team members
Perfect for: House flippers, GCs, project managers
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Partnership
Co-Investment Partnerships
Collaborate with co-investors in real-time. Share financials, track capital contributions, and keep everyone aligned with transparent deal visibility.
- Invite partners as "Co-Investor" role (financial access)
- Track each partner's capital contribution in Financials
- Share deal updates via Notes tab
- Calculate ROI and cash flow for group analysis
- Upload partnership agreements to Documents
Perfect for: Joint ventures, syndicates, family investments
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Development
Ground-Up Development
Manage complex development projects with dozens of milestones. Coordinate architects, engineers, city permits, and construction teams seamlessly.
- Use macOS Gantt chart to visualize 12-24 month timeline
- Track zoning, permits, approvals as milestones
- Manage architect, engineer, GC as separate team roles
- Upload blueprints, permit docs, inspection reports
- Calculate pro-forma financials with multi-phase budgets
Perfect for: Developers, builders, land investors
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Wholesaling
Wholesale Deal Management
Move fast on wholesale deals. Keep buyer lists organized, track assignment fees, and share property details with potential buyers instantly.
- Create Deal Room from off-market property
- Upload property inspection reports and comps
- Invite potential buyers as "Viewer" (read-only)
- Calculate assignment fee scenarios in Financials
- Close deal in days with all docs in one place
Perfect for: Wholesalers, bird dogs, assignment specialists
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Commercial
Multi-Unit & Commercial Deals
Manage complex commercial acquisitions with multiple stakeholders. Track tenant leases, NOI calculations, and cap rate analysis.
- Analyze 5-10+ unit cash flow in Financials tab
- Upload rent rolls, lease agreements, T12 statements
- Invite property manager, attorney, CPA as team members
- Track due diligence checklist with Tasks
- Calculate IRR and equity multiple for investors
Perfect for: Commercial investors, multifamily operators
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BRRRR
BRRRR Strategy Tracking
Execute the BRRRR method with precision. Track each phase—Buy, Rehab, Rent, Refinance, Repeat—with dedicated milestones.
- Create Timeline with 5 BRRRR phases as milestones
- Track rehab costs vs. ARV in Financials
- Document tenant screening and lease signing
- Calculate refinance scenarios (cash-out, equity)
- Archive completed BRRRR for portfolio review
Perfect for: Buy-and-hold investors, rental portfolio builders
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Syndication
Real Estate Syndications
Raise capital and manage investor relationships. Share deal performance, distribute documents, and keep 50+ passive investors informed.
- Invite passive investors as "Guest" (limited view)
- Upload PPM, operating agreement, subscription docs
- Share quarterly updates via Notes (auto-notify all)
- Track investor capital calls and distributions
- Export Deal Room to PDF for investor reporting
Perfect for: Syndicators, fund managers, apartment operators
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Property Management
Post-Acquisition Management
Keep the Deal Room active after closing. Use it as a property management hub for ongoing maintenance, tenant issues, and financials.
- Change deal stage to "Closed" (keep Deal Room active)
- Invite property manager with full access
- Track monthly rent, expenses, NOI over time
- Upload maintenance invoices, inspection reports
- Create recurring tasks for property upkeep
Perfect for: Landlords, property managers, portfolio owners
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Remote/Virtual
Out-of-State Investing
Invest remotely with confidence. Collaborate with your local team (agent, inspector, PM) while managing deals from anywhere.
- Invite local agent, inspector as team members
- Review inspection photos and reports remotely
- Video calls via integrations (add meeting links to Notes)
- Track property sight-unseen with detailed docs
- Sync Deal Room across iOS and macOS for travel
Perfect for: Out-of-state investors, digital nomads
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Automation
Pipeline & Deal Tracking
Track your entire deal pipeline from lead to close. Manage 10+ deals simultaneously and never lose track of where each one stands.
- Create Deal Room for every lead (even early stage)
- Use 9 deal stages to track progress (Lead → Closed)
- Sort deals by stage on macOS for pipeline view
- Archive lost deals, keep active ones visible
- Review analytics on all deals (aggregate data)
Perfect for: Active investors, agents, deal managers
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Portfolio Analysis
Portfolio Performance Tracking
Compare deals side-by-side. Analyze which properties perform best, track overall portfolio ROI, and optimize your strategy.
- Open multiple Deal Rooms in separate macOS windows
- Compare cash flow, ROI, cap rate across properties
- Export financials to Excel for deeper analysis
- Review closed deals to identify patterns
- Use historical data to inform future investments
Perfect for: Portfolio investors, analysts, wealth managers
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Education
Mentorship & Training
Teach students or mentees how to analyze deals. Give them view-only access to your actual Deal Rooms for hands-on learning.
- Invite students as "Viewer" (read-only access)
- Share real deal examples with full financials
- Use Notes to add teaching commentary
- Show complete deal lifecycle (Lead → Closed)
- Export Deal Room as PDF case study
Perfect for: Educators, coaches, mentorship programs