PORTFOLIO VALUE
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Recorded property valuations
ORGANIZATION / COMMAND CENTER
PORTFOLIO COMMAND CENTER
Portfolio command center
Authorized portfolio overview
SCHEDULED MONTHLY RENT
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Current non-expired leases
PORTFOLIO OCCUPANCY
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Recorded property occupancy
Leased— vacant
PROPERTY HEALTH SCORE
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Recorded condition
Awaiting dataAcross recorded properties
Billing snapshots
Scheduled rent recorded by reporting period
No billing snapshots recorded yet.
Enterprise action center
Recorded obligations across operations, leases, compliance, vendors, and debt
Property pulse
Performance by asset
Portfolio record status
Recorded workflow dates and deadlines
PROPERTY & ASSET HIERARCHY
Portfolio overview
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PROPERTY, BUILDING & SPACE HIERARCHY
Buildings & spaces
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LEASE ADMINISTRATION
Leases & tenants
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Lease register
PROPERTY OPERATING COSTS
Operating expenses
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LEDGER TOTAL
—
Matching recorded and paid expenses
MARKED PAID
—
Manual payment status
INCLUDED ENTRIES
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Voided records excluded
Operating expense ledger
Manually recorded costs. Unlinked utility amounts also contribute to monthly reporting.
FINANCIAL MANAGEMENT
Financial operations
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SCHEDULED MONTHLY RENT
—
Current non-expired leases
RECORDED CYCLES
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Organization billing snapshots
LATEST PERIOD
—
Most recent recorded period
Billing snapshot history
FACILITIES & FIELD DISPATCH
Work orders
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Assigned queue
ASSET LIFECYCLE
Assets & systems
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Asset register
VENDOR MANAGEMENT
Vendors & compliance
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Compliance register
Recorded COI expiration datesUTILITY MANAGEMENT & ESG
Energy and emissions
Portfolio utility performance and carbon accounting.
RECORDED USAGE
—
Recorded meter and bill data
RECORDED EMISSIONS
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kgCO2e Recorded readings
VERIFICATION STATUS
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Based on record status
Utility register
Manually recorded meter and bill readings
COMPLIANCE, LEGAL & RISK
Compliance control center
Track certificates, permits, renewals, and accountable owners.
DUE SOON
—Within each recorded renewal window
OVERDUE
—Requires immediate action
RECORDED REQUIREMENTS
—Items in the compliance register
Filing and renewal register
Elevator inspection, sprinkler system, access control, security, fire, and other requirements
INVESTOR & CAPITAL MANAGEMENT
Investor reporting
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NET ASSET VALUE
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Recorded valuations less registered debt
CASH ON CASH
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Annualized after-debt cash flow ÷ recorded cash invested
NEXT DISTRIBUTION
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Requires a distribution schedule
Monthly cash flow and annual projection
Revenue, expenses and return calculations for the selected month
Custom reports
Saved organization reports built from live, permission-controlled records
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Published portfolio snapshots
Immutable period snapshots for investor distribution
DEBT & LOAN MANAGEMENT
Debt portfolio
Balances, maturities, rate exposure, and covenant posture.
OUTSTANDING DEBT
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Current principal balance
WEIGHTED RATE
—
Across active facilities
COVENANT WATCH
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Warnings and breaches
Maturity ladder
Property debt and covenant health
DOCUMENT REGISTER
Documents and portfolio search
Secure organization-scoped files with record linkage, checksums, audit history, and controlled downloads.
Search and downloads respect the active organization and your assigned role. Files can also be uploaded from any supported record workspace.
Controlled documents
Enter at least two characters to search.
INTEGRATION REGISTRY
Provider configuration
Register intended providers and track whether production credentials are configured.
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Provider registry
Payments, accounting, banking, market data, e-signature, and ESG
ORGANIZATION ADMINISTRATION
User management and roles
Manage organization memberships, access levels, property scope, and account status.
Owner Full control · protected
Organization users
Changes apply immediately and are written to the audit log
Recent access activity
Membership and permission history