STRVue consolidates property financials, automates tax-ready reporting, and quantifies the full value of your short-term rental investments. Engineered for owners who take their numbers seriously.
Different owners face different tax circumstances. STRVue's computation engine recognizes all five IRS classifications and tailors metrics, reporting, and strategic intelligence to each owner's situation.
Non-passive activity with direct loss deduction
Non-passive activity (avg stay ≤7 days + material participation per §469)
Losses deduct directly against W-2 income and ordinary income; no passive activity limits
Depreciation shield value against W-2 income. Hours documentation. Cost segregation ROI analysis.
W-2 Tax Offset: Net STR Loss × Combined Tax Rate = direct tax savings against 1040 income
Passive activity with §469(i) special allowance
Passive activity; eligible for $25K special allowance under §469(i) if AGI < $100K
Up to $25K deductible if AGI < $100K; phases out $100K–$150K; excess carries forward indefinitely
AGI management and tax planning. Passive loss carryforward tracking across portfolio. Disposition planning to realize suspended losses.
Allowable Passive Loss vs. Carryforward Balance: How much can deduct now vs. deferred to future years
Non-passive with REPS election
Non-passive (REPS election under §469(c)(7) + material participation in rental activities)
All real estate losses classified as non-passive; unlimited deduction against any income type
Total portfolio deduction maximization. Grouping election tracking for strategic depreciation shifting. Cost segregation applied to every acquisition.
Total Portfolio Depreciation Shield: Aggregate non-passive deduction available against all income types
Trade or business (Schedule C)
Trade or business activity (Schedule C)
Business losses apply per normal rules; subject to self-employment tax (15.3% rate)
Self-employment tax impact on net earnings. QBI deduction (§199A) optimization. Quarterly estimated tax accuracy and safe harbor compliance.
Net SE Tax Liability + QBI Savings: Combined 15.3% SE tax and 20% QBI reduction on eligible business income
K-1 recipient with passive loss treatment
Passive activity; K-1 recipient or limited partner
Losses strictly passive; suspended until property disposition or offset by passive income
Cumulative suspended loss tracking across all positions. Disposition timing to realize deferred losses. Passive income stacking strategy.
Cumulative Suspended Losses & Breakeven Disposition Value: Total deferred deductions and what proceeds are needed to realize them
STRVue monitors, tracks, reports, and quantifies the full economic impact of your STR portfolio. The computation engine is designed for compliance and strategy—not audit defense—with CPA-ready export at every step.
Four MACRS depreciation schedules (5-year, 7-year, 15-year, 27.5-year) with integrated cost segregation analysis. Bonus depreciation at 100% for property acquired after 1/19/2025 (restored by OBBBA). Automatic Schedule Form tracking and carryforward balances.
Quantifies how much W-2 and ordinary income was sheltered via STR depreciation, losses, and deductions. Tracks separately for each owner persona to ensure accurate tax planning without overstating deduction value.
Real estate rental income and loss statements prepared and exported in IRS Schedule E format. Supports multiple properties, consolidated reporting, and year-over-year carryforward tracking. One-click Excel workbook for your CPA.
Monitors passive loss limits, allowable deductions under §469(i), and carryforward balances for each year. Alerts on phase-out thresholds and disposition opportunities to harvest suspended losses.
Computes 15.3% SE tax on net business earnings for Schedule C operators. Tracks quarterly estimated payment safe harbor and FICA limits. Integrates with QBI deduction planning.
§199A qualified business income deduction computation (20% pass-through), with W-2 wage and asset-base limitations. Identifies optimization opportunities within W-2W limitation framework.
Composite metric combining NOI, cash-on-cash return, DSCR, expense ratio, and occupancy across all properties. Benchmarks individual property performance and portfolio concentration risk.
Net Operating Income, Debt Service Coverage Ratio (DSCR), Cash-on-Cash Return, RevPAR, effective expense ratios, break-even occupancy, loan-to-value, and 100+ additional KPIs computed server-side in real time.
The STRVue engine consolidates property data across eight interconnected sections. Every metric is auditable, versioned, and CPA-ready. No more spreadsheets. No more guesswork.
Property address, owner persona classification, entity type (sole proprietor, partnership, S-corp, C-corp), and tax ID. Establishes legal classification for all downstream computations.
Acquisition price, cost basis allocation, accumulated depreciation, fair market value, and equity position. Foundation for all valuation and tax impact analysis.
Loan balance, interest rate, remaining term, monthly P&I payment, and amortization schedule. Drives DSCR computation and debt coverage risk analysis.
Gross rental income by period, occupancy rate, nightly rate, and RevPAR. Integrated with expense ratios to compute net operating income.
16 expense categories: mortgage, property tax, insurance, utilities, maintenance, HOA, cleaning, supplies, utilities, platform fees, management, capital improvements, repairs, and other. Automatically categorized for Schedule E reporting.
NOI, DSCR, Cash-on-Cash Return, expense ratio, occupancy metrics, RevPAR, and unit economics. Updated in real time as data is entered.
MACRS depreciation schedules, cost segregation breakdown, bonus depreciation, passive loss tracking, and owner-persona-specific tax impact. Fully audit-ready with Form 4562 integration.
Automated export to IRS Schedule E format, cost segregation schedules, and depreciation recapture tracking. One-click workbook delivery to your accountant.
STRVue is a private platform for JCM Development and its clients. Access your portfolio or request a demo.