Income & performance

Understand property income, costs and performance

Record financial information at property level and understand what is driving the wider portfolio.

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Property contributionRecord → understand
Income
Rent and other receipts
Costs
Operating, finance, maintenance
Performance
Yield and cash context
Property-level records build the portfolio view.
The context

The record is more useful when the relationships stay visible.

Property performance is difficult to explain when rental income, operating costs, maintenance costs and finance costs are recorded separately from the property they belong to. Portfolio totals are more useful when the underlying contribution remains visible.

Record at property level. Understand at portfolio level.
Representative coverage

A connected foundation for day-to-day portfolio work.

Financial records

  • Property income records
  • Property cost records
  • Maintenance costs
  • Property finance balances

Portfolio context

  • Portfolio-level AUM
  • Rent roll and occupancy
  • Property contribution
  • Operational portfolio dashboards
From Fructus Insights

Useful thinking around this part of the portfolio.

Next step

See the full connected picture.

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