Complete Clarity for Growing Teams

Assets, tenants, and ownership live in one connected record, so your whole team works from the exact same numbers.

Single unified record for assets

Connect assets, properties, buildings, units, tenants, and leases inside one continuous operational hierarchy.

Continuous data hierarchyLink every individual lease and tenant directly to its unit, building, and overarching property asset.
Eliminated data fragmentationAccess total asset histories without searching across separate databases or disconnected files.
Complete operational visibilityNavigate seamlessly from high-level portfolio metrics down to granular tenant details in one click.

View real-time portfolio metrics modeled at total asset value or adjusted strictly to your ownership share.

HomeAt 100%At Our Share

All AssetsMy AssetsProperty TypeMarketInvestment Group

Investment Group	Our Share	NOI at 100%	NOI at Our Share
Bramblewood Fund II	100%	$8.2M	$8.2M
Bramblewood Fund III	100%	$4.9M	$4.9M
Sunbelt Industrial JV	35%	$7.7M	$2.7M
Hotel Portfolio	100%	$1.4M	$1.4M
Harbor Senior Living JV	50%	$2.4M	$1.2M
Total		$24.7M	$18.4M

Proportional equity viewsToggle instantly between 100% gross operational numbers and net pro-rata ownership totals.
Real-time executive summariesTrack overall occupancy, net operating income, and key performance indicators in a single home screen.
Customizable view filtersNarrow dashboard metrics by property type, market, investment group, or just the assets you manage.

Consolidate reporting effortlessly across funds, portfolios, REITs, and individual joint ventures.

Bramblewood Fund IIActive

Assets5

Legal Entities6

NOI$8.2M

Asset	Held Through	Share	NOI
Cedar Bluff	Fund II LP	100%	$2.6M
Larkspur Pointe	Preston Ridge JV	100%	$2.4M
Halston Station	Fund II LP	100%	$1.7M
Bellhaven at Carrboro	Fund II LP	100%	$0.9M
Airtech Crossroads	Fund II LP	100%	$0.6M
Total			$8.2M

Flexible fund aggregationRoll up operational performance across complex multi-tier funds and specialized investment vehicles.
Joint venture trackingTrack JV partner contributions, split returns, and entity-specific metrics in dedicated dashboards.
Isolated vehicle reportingMaintain distinct financial and operational views for every fund structure while preserving cross-portfolio insights.

Render visual legal entity and ownership structure charts automatically straight from your verified portfolio records.

Automated diagram generationDraw complete org charts and entity maps from your ownership records, structure charts, and entity lists.
Up-to-date ownership mappingReflect dynamic partner stakes, holding company layers, and subsidiary relationships accurately at all times.
Audit-ready corporate governanceExport clear entity charts for legal reviews, lender compliance, and investor presentations on demand.