Properties & Units
Portfolio
The Portfolio dashboard looks at your properties as investments rather than as places to lease. It rolls up market value, equity, mortgage debt and monthly cash flow across your whole portfolio so you can see how your real estate is performing at a glance.
Open the portfolio
Go to Portfolio. The page opens on the Portfolio Overview, headed "Track market value, equity, debt, and cash flow across your properties."
Note
Portfolio is a feature-gated, asset-management area. If you don't see it, it may not be included in your plan or your role may not have access.
Summary cards
Across the top, four headline cards summarize the entire portfolio:
- Total Market Value — combined current value of all properties, with a count of properties and units.
- Total Equity — market value minus outstanding debt, shown with your overall equity percentage.
- Total Debt — combined remaining mortgage balance, plus how much principal you've paid down.
- Monthly Cash Flow — rent minus mortgage minus expenses, broken out so you can see each component.
Breakdown cards
Below the summary, three cards break the numbers down further:
- Equity vs Debt — your portfolio leverage, showing total value with an equity-to-debt bar and the equity/debt split.
- Appreciation — value growth over time: total purchase price vs. current value, with total appreciation and its percentage.
- Mortgage Progress — debt paydown tracking: original debt vs. current balance, with the principal paid so far.
Property table
A Properties table lists every property with per-property figures — units, purchase price, market value, remaining mortgage, monthly mortgage, equity (and equity %), LTV ratio, monthly rent, monthly cash flow and appreciation. You can:
- Search by address or city, and filter by type, city and state.
- Filter by equity (positive/negative), cash flow (positive/negative) and an LTV range.
- Paginate through larger portfolios.
Market value and mortgages
The portfolio figures depend on each property having a market value and, where applicable, a mortgage:
- Update a property's current market value to keep equity and appreciation accurate.
- Add, edit or remove a mortgage per property. Once a mortgage exists you can open its detail view for an amortization schedule and a year-by-year principal/interest breakdown.
Tip
Keep each property's market value and mortgage current — equity, LTV, appreciation and cash-flow numbers are all derived from them.
Related tools
The portfolio area also includes:
- A Mortgage Calculator for what-if scenarios — see how extra monthly payments shorten your loan and cut total interest.
- An Investment Analysis dashboard for deeper return metrics.