Home/Customers/Case Study · Atlas RE
Case Study · Real Estate · Multi-Entity

22 properties, 14 entities, one platform.

Atlas Real Estate Holdings runs a $48M multifamily portfolio across 5 states. Each property is held in its own LLC for asset-protection isolation. Total: 14 entities, 22 properties, 348 units. BOS unifies the compliance + reporting across all of them.

Part of your File.Business BOS · 51 jurisdictions · 220K+ businesses
Atlas Real Estate Holdings14 ENTITIES · 22 PROPERTIES · 5 STATES · $48M PORTFOLIO96% OCCTXBaysideUNITS48CAP7.2%TXLakewoodUNITS32CAP6.8%FLBrickellUNITS64CAP5.4%FLCoral BayUNITS22CAP5.9%COCherryUNITS96CAP6.2%NVSpring VwUNITS40CAP7.0%PORTFOLIO · 22 PROPERTIES · TRAILING 12 MOPROPERTIES22+5 YoYUNITS348+82 YoYAVG CAP6.4%stableANNUAL NOI$3.1M+12% YoY
What Atlas runs through BOS

Real estate portfolio compliance, unified.

Per-property LLC isolation

Each property = own LLC. Lawsuit at one property doesn't reach the others. Lender financing isolated.

Multi-state qualification

Each operating LLC foreign-qualifies in the property's state. TX, FL, CO, NV, all tracked.

Live portfolio dashboard

Per-property cap rate, occupancy, NOI. Aggregate $48M portfolio + 6.4% avg cap + 96% occupancy. Real-time.

5-state RA coverage

In-state RA for each foreign-qualified state. SOP scanned same-day to vault, tagged to entity.

Lender + auditor ready

Compliance Score + per-property docs exported for lender refinance and annual auditor review.

Reduced legal spend 42%

Less outside counsel for routine entity maintenance. Lawyer time reserved for actual transactions.

How it works

A clean handoff, in 4 steps.

1

Holdco + per-property structure

Parent holdco (DE LLC) owns operating LLCs (1 per property). Each operating LLC qualifies in the property's state.

2

Property-level compliance

Each property LLC has: state AR, franchise tax, foreign qual, RA, possibly DBA. Plus property-level filings (LLP if applicable).

3

Acquisition workflow

New property closes → new LLC formed in property state → BOS auto-enrolls in compliance → financing transferred.

4

Quarterly portfolio review

CFO + GC review portfolio compliance + financial dashboard quarterly. Tax CPA gets BOS vault access for K-1 prep.

Two ways to engage

One-time, or part of your BOS.

Pro subscription
$199/year per entity
For portfolios up to 5 entities.
  • Multi-entity dashboard
  • AR autofile
  • RA in any state
  • BosAI 200/mo
  • Quarterly specialist call
  • Cap table tools
Start Pro
RECOMMENDED
Enterprise (Atlas's plan)
Custom · talk to sales
For portfolios of 5+ entities + properties at scale.
  • Unlimited entities
  • API access for property mgmt integration
  • SSO + SCIM
  • Dedicated specialist
  • Lender + auditor PDF exports
  • Custom SLAs
Talk to sales
FAQ

Common questions.

Why separate LLC per property?

Asset-protection isolation. A lawsuit at Property A can't reach Property B if entities are properly maintained.

Does each entity need its own bank account?

Best practice yes. Maintains the corporate veil. We coordinate with property-management software that handles per-entity accounting.

What about Series LLC?

Available in ~17 states. Single parent LLC with multiple series. Useful but legal precedent thin in non-Series states; many lenders + insurers prefer traditional LLC-per-property.

How is property-level data captured?

Atlas's property management software (Yardi) syncs occupancy + NOI to BOS via API. Per-property card shows live metrics + compliance status.

How are interstate operations handled?

Each property's operating LLC is foreign-qualified in the property's state. State annual reports filed in BOTH the formation state AND the foreign-qualified state.

What about 1031 exchanges?

New property acquired via 1031 typically forms new LLC. BOS handles entity formation + qualification. Tax compliance handled by Atlas's CPA.

Lender requirements?

Most lenders require: certificate of good standing (recurring), borrower KYC docs, sometimes entity-level financials. All exportable from BOS.

What about K-1 reporting at scale?

Each LLC issues K-1s to investors. With 14 entities + 50+ investors, K-1 prep is a tax-CPA workflow. BOS holds the source documents.

Could a 3-property investor start with BOS?

Yes. Pro tier $199/year covers up to 5 entities/properties. Perfect for an owner getting started or scaling from single-family to multifamily.

Start your business in the next 5 minutes.

No state-fee markup. Pay only the state fee. 60-day money-back guarantee.

No state-fee markup 60-day money-back Cancel anytime