The portfolio structure
- Portfolios and properties
- Units and occupancy context
- Contacts around each asset
- Property values and debt/equity context
Portfolio management
Property portfolio management in one connected view
See the portfolio as a whole without losing the detail behind each property, unit and contact.
Start free trialPortfolio overviewProperty-level → portfolio-level
Property value
Debt
Equity
Occupancy
Property records
Oak House · Owned personally
Maple Court · SPV
12 Regent Street · Leased
Upcoming context
Lease review
Mortgage maturity
Compliance expiry
The context
The record is more useful when the relationships stay visible.
As a portfolio grows, the useful picture becomes spread across property records, spreadsheets, calendars, contacts and separate operating tools. Spreadsheets can remain valuable modelling tools, but they are harder to use as the only record of connected property relationships.
Property-level records should build the portfolio view.
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.
Visibility without flattening detail
- Property-level records
- Portfolio-level aggregation
- Upcoming dates and events
- A wider view that keeps the underlying property context
From Fructus Insights
Useful thinking around this part of the portfolio.
Keep exploring
Connected feature areas, not isolated tools.
Next step