Entity Ownership Percentages

All Users 7 min read Updated July 2026

Sometimes the "owner" of a property is an entity — an LLC or partnership — that is itself owned by several investors. Account Ownership records let you capture who those investors are and what share each holds, so REDA can split owner statements and expense reconciliations between them. After reading, you'll be able to record the percentage owners behind an account, date-scope those shares as they change over time, and understand the one thing REDA deliberately does not do here: check that your percentages add up to 100. No prior REDA experience is assumed.

Getting there. Account Ownership records live beneath the account they divide. Open the owning Account and add or view its ownership splits from the account's related lists.
Access you'll need. These records sit under Accounts, and access to Accounts is granted by your administrator separately from the REDA permission sets. If you can open and edit the owning account, you can manage its ownership splits — check with your administrator if you can't see them.

When one owner is really several

On paper, a property is owned by one account. But that account might be a holding company that several investors own between them. Account Ownership is where you record that reality: one record per investor, each holding a percentage of the account.

It's worth keeping this distinct from the property's ownership trail, which they're easy to confuse:

Two different questions. The property ownership trail answers "which account owns this property, and since when?" — it's written for you as ownership changes hands. Account Ownership answers "which investors own this account, and in what proportions?" — and you record it by hand. This article is about the second.

Recording an ownership split

From the owning account, add one Account Ownership record for each investor:

Field	What it's for
Parent Account	Required. The account being divided — the entity the investors own between them.
Owner Account	Required. The investor holding this share. One investor per record.
Ownership Percentage	Required. This investor's share of the account.
Ownership Start Date / Ownership End Date	The period this share applies to. Leave the end date blank while the share is current.
Comments	Free text — the reason for a change, a reference, whatever you need.

An account named as an investor here can't be deleted while it's referenced — REDA protects it so a split never loses the investor behind it.

Date-scoping splits over time

Ownership changes, and REDA handles that through the start and end dates rather than by overwriting the old figures. When a stake changes hands, you close the old era and open a new one:

End-date the outgoing records. Set the Ownership End Date on the records that no longer apply to the day before the change takes effect.

Create the new records. Add the new split with an Ownership Start Date of the effective date, leaving the end date blank so it reads as current.

Done this way, the account keeps a clean history: you can see exactly who owned what, and for which period.

What the splits feed

The percentages aren't just for reference — REDA uses them to attribute money to the right investors for the right period. Owner statements, owner draws, and expense reconciliations read the ownership splits to divide amounts between the investors according to their shares over the dates concerned. The mechanics of how a statement or reconciliation is built live in their own guides; here it's enough to know that accurate, well-dated splits are what make that attribution correct.

The clearest place to see this is an owner draw — the periodic pay-out of an owner's available balance. When REDA pays out an account that has ownership splits recorded, it divides the draw by those shares as they stood on the draw date and pays each investor their own portion separately. An investor holding 30% receives 30% of the draw; the remaining 70% goes to the others in proportion. This is why the dates matter as much as the percentages: a split that was open on the draw date is the one that gets used.

No splits recorded? The account is paid in full. If an account has no Account Ownership records at all, REDA simply treats it as owning 100% of itself — the whole draw or statement amount goes to that one account, with nothing to divide. You only need these records when an account genuinely has more than one investor behind it whose money must be kept separate.

What REDA does not check

REDA does not enforce that your percentages add up to 100. The shares "should normally" total 100%, but nothing stops you saving a set that totals 90% or 110% — there's no rule or rollup watching the total. Because bad splits quietly produce bad statements, make it a habit to check the total yourself, for example with a quick report on an account's ownership records.

REDA does not check your dates for overlaps or order either. You can save periods that overlap or run out of sequence, and REDA will accept them — but overlapping periods will double-count an investor in downstream statements. Keep each investor's eras contiguous and non-overlapping. This hygiene is yours to maintain.

Worked example: Continental Holdings

Continental Holdings is owned 60% by the Rahman Family Trust and 40% by Beacon Capital, both from 1 Jan 2026 with no end date. On 1 Jul 2026, Beacon sells half its stake to a new investor, Crest Partners.

You do	Result
Record Rahman Family Trust 60% and Beacon Capital 40%, both starting 1 Jan 2026, end blank	The current split: 60 / 40
End-date Beacon Capital's 40% record at 30 Jun 2026	Closes Beacon's original era
Add Beacon Capital 20% and Crest Partners 20%, both starting 1 Jul 2026, end blank	The new current split: Rahman 60 / Beacon 20 / Crest 20
By mistake, save a set totalling only 90%	REDA saves it without complaint — no total is enforced, so you catch it yourself

An Account Ownership record: Parent Account Continental Holdings, Owner Account Harbour Capital Partners LP, 50% share, with an ownership start date and blank end date.

One of Continental Holdings' ownership splits after the July 2026 restructure: investor Harbour Capital Partners LP holding 50%, with an Ownership Start Date of 1 Jul 2026 and a blank end date marking it as the current era.

Where to go next

Portfolios — grouping an investor's holdings for relationship management.
Property Lists & Tags — hand-picked property groups for reporting and distribution.
Regions — where currency and the region code that stamps these records come from.

Frequently asked questions

No. Totalling 100% is a convention, not a system check — REDA saves any total. Review your splits yourself, since bad splits produce bad statements.

REDA won't stop you — there's no overlap or ordering check. But overlapping periods double-count an investor in downstream statements, so keep each investor's eras contiguous and non-overlapping.

End-date the outgoing records to the day before the change, then create new records starting on the effective date with a blank end date so they read as current.

An account referenced as an owner on an ownership record is protected from deletion so the split doesn't lose its investor. Remove the reference first if you truly need to delete the account.

The account is treated as owning 100% of itself, so owner statements and draws pay out to that single account with nothing to divide. You only need Account Ownership records when more than one investor sits behind the account and their money has to be kept separate.

No. The ownership trail is the property-to-account history, written automatically. Account Ownership is the investors behind an account, recorded by hand. Different questions, different records.

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