Portfolio Analytics

Portfolio-level exposure, rollover risk, and value drift — across every asset simultaneously.

Stop managing a hundred separate spreadsheets. Run portfolio-wide revaluation overnight, surface lease rollover schedules, and flag covenant headroom on any reporting cadence.

Portfolio analytics dashboard showing multi-property exposure summary with geographic heat map, valuation drift chart, and rollover timeline for a commercial real estate portfolio
Core Capabilities

Everything asset management needs across a live portfolio.

Overnight batch revaluation

Submit a portfolio manifest (parcel IDs or addresses) and receive updated valuations for every asset overnight. Cadence is configurable — daily, weekly, or triggered by significant market events in each asset's submarket. No manual refresh, no analyst hours.

Lease rollover schedule overlay

See lease expiration dates and estimated rollover risk for your portfolio mapped to a monthly timeline. Assets with major lease rollover in the next 12 months against a softening submarket vacancy trend are automatically flagged for attention.

Value drift tracking

Historical series of all valuation runs for each asset. Visualize how estimated value has moved over time in relation to submarket cap rate shifts. Useful for reporting to limited partners and identifying where active management has added or subtracted value.

LTV covenant monitoring

For lenders or owners tracking loan covenant compliance — input loan balance and LTV covenant thresholds. The system monitors LTV headroom as valuations update and generates alerts when headroom tightens below configurable thresholds.

2,500+ Assets per batch
8 hrs Overnight turnaround
Custom Reporting cadence

Scale your portfolio coverage without scaling headcount.

Contact us to discuss portfolio onboarding and asset manifest setup for your specific holdings.

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