Ownership & finance

Ownership and property finance, connected

Keep property ownership context, mortgages, values, debt and equity visible alongside each property and portfolio.

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Ownership relationshipsLegal view + portfolio view
Portfolio
Personal
Limited company
SPV
Property A
Property B
Property C
The context

The record is more useful when the relationships stay visible.

Property ownership context, mortgages, outstanding balances, values and key finance dates often sit in separate records. The result is an incomplete view of how debt, equity and individual assets contribute to the portfolio.

Keep ownership and finance context visible alongside the property and portfolio.
Property detail Click to enlarge

Property detail

Demo data — Northstar Property Partners is a fictional organisation used for demonstration and marketing purposes. Properties, people and financial information shown are illustrative and do not represent real client data.

Representative coverage

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

Ownership context

  • Organisations and portfolios
  • Properties and units
  • Ownership context around each asset
  • Property-to-portfolio relationships
  • Consolidated portfolio visibility

Finance context

  • Mortgages and property finance facilities
  • Outstanding balances
  • Property values and estimated equity
  • LTV from recorded value and debt
  • Finance dates and documents
From Fructus Insights

Useful thinking around this part of the portfolio.

Next step

See the full connected picture.

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