PortfolioEvery building. Every lease.
Every basis point.
The command center for institutional landlords. Rent rolls, cap rates, and NOI across every asset — blinking calmly in one place, updated in real time.
Total Assets
64
properties
Portfolio NOI
$47.2M
trailing 12mo
Avg Occupancy
91.4%
across portfolio
Alerts Active
7
lease expirations
400 Park Ave Tower
Office · New York
NOI
$4.2M
Cap
5.8%
Westfield Commons
Retail · Chicago
NOI
$1.8M
Cap
6.2%
⚠ Expires 47 days
Harbor View MF
Multifamily · Miami
NOI
$3.1M
Cap
4.9%
Meridian Industrial
Industrial · Dallas
NOI
$2.4M
Cap
5.1%
Lakeshore Mixed
Mixed-Use · Austin
NOI
$2.9M
Cap
5.4%
Northgate Plaza
Retail · Denver
NOI
$1.2M
Cap
6.8%
⚠ Expires 89 days
Pinnacle Logistics
Industrial · Phoenix
NOI
$3.6M
Cap
4.7%
Central Station MF
Multifamily · Seattle
NOI
$2.7M
Cap
5.2%
Built for institutional complexity.
Each module is a discrete capability. Deploy the ones your workflow demands. Every one connects to the same live data layer.
Every lease clause, tracked automatically.
Stop hunting through PDFs for rent commencement dates, CPI escalations, and option periods. Portfolio abstracts 14 lease clause types and surfaces expiration risk 180 days before it becomes a problem.
Tracks 14 lease clause types including base rent, CAM caps, co-tenancy provisions, and ROFO rights.
Updates occupancy in 15-minute intervals via direct Yardi and MRI data feeds — no manual entry.
Flags expirations 180 days out with configurable alert thresholds by asset class and portfolio concentration.
Use Case
A REIT portfolio manager spots that 11% of GLA across four Chicago retail assets expires within the same 90-day window — and starts re-leasing 6 months early.
LP reports in 90 seconds, not two days.
Quarterly LP distributions shouldn't require a dedicated analyst sprint. Portfolio auto-generates white-labeled waterfall reports from live data, supporting eight distribution structures from simple preferred return to complex tiered promotes.
Generates LP reports in 90 seconds pulling directly from live rent roll and financial data — no spreadsheet reconciliation.
Supports 8 distribution waterfall structures from simple preferred return to multi-tier promote with catch-up provisions.
White-labeled PDF export with your firm's branding, custom cover page, and auditor-ready footnotes.
Use Case
A family office principal sends Q4 distribution reports to 22 LPs the same morning the period closes — with zero formatting work.
Stress-test a new deal against your existing book.
Before submitting an LOI, see exactly how the acquisition changes your portfolio-level cap rate, debt maturity stack, and geographic concentration. Model 12 scenarios in parallel with sensitivity analysis on six key variables.
Models 12 acquisition scenarios simultaneously with side-by-side comparison of portfolio-level impact across NOI, cap rate, and leverage.
Sensitivity analysis on 6 variables including vacancy, rent growth, cap rate compression, interest rate, CapEx, and hold period.
Exports to Argus XML for downstream DCF validation without manual data re-entry.
Use Case
An acquisitions analyst runs 12 cap rate scenarios on a $67M multifamily deal and discovers it pushes their portfolio's weighted average debt maturity below 24 months — a board-level risk flag.
Works with your existing stack.
Native connectors to every major property management, accounting, and valuation platform. No manual data entry. No CSV uploads.
Property Mgmt
Yardi
Accounting
MRI Software
Valuation
Argus Enterprise
Market Data
CoStar
Operations
RealPage
CRM
Salesforce
Finance
QuickBooks
Contracts
DocuSign
REST API + Webhooks
Every data point accessible via authenticated REST API. Real-time webhooks push occupancy changes, lease events, and financial updates to your downstream systems within 90 seconds.
GET /v2/assets/occupancy
{
"asset_id": "MX-0042",
"occupancy": 0.914,
"noi_ttm": 47200000,
"alerts": 7,
"updated": "2026-02-27T22:03Z"
}Still evaluating? Get the full technical specification.
PDF · 24 pages · No account required
2,400+
Assets Under Management
Across active portfolios
$18.4B
Portfolio Value Tracked
As of Q4 2025
90 sec
LP Report Generation
Average across all clients
99.97%
Data Uptime
SLA guaranteed
We replaced a 14-tab Excel model that three analysts maintained manually. Portfolio pulls from Yardi every 15 minutes. Our quarterly LP reports now take 90 seconds instead of two days.
Marcus Hendricks
Director of Asset Management
Caldwell Capital REIT · 87 properties
My father built this portfolio over 40 years across six states. I inherited 31 strip malls and a banker's box of lease abstracts. Portfolio turned that into a dashboard I can actually present to our family council.
Priya Nair-Okafor
Principal
Nair Family Office · 31 properties
When we're underwriting a new acquisition, I can stress-test it against our existing book in real time. Cap rate compression, debt maturity stacking, lease rollover risk — it's all in one view before we even submit an LOI.
Daniel Kowalczyk
VP Acquisitions
Meridian Realty Advisors · Deal pipeline
Start Today
Ready to close twelve spreadsheets?
A portfolio specialist will configure a live demo environment using your asset class, portfolio size, and current reporting stack. Average setup: 4 hours.
No commitment · 60-minute session · Live data