NOI that rolls up and ties back
Property-level NOI mapped to one reporting chart of accounts, so the portfolio total is defensible and each asset still reconciles to the statements its lender and accountant see.
Property & portfolio reporting
A Power BI Real Estate Portfolio Dashboard for Owners and Operators
A commercial real estate portfolio dashboard rolls every property’s NOI, occupancy and rent roll into one owner-level view. NOI, occupancy, rent roll, delinquency, and CapEx across every property and entity in one view. A senior US-based engineer builds it on your property management and accounting data, secures it for investors, and keeps it refreshing. Most builds in 3–5 business days.
Representative dashboard — sample data
One view across every asset
The portfolio question your property system cannot answer
Property management platforms report a property. Accounting systems report an entity. Neither answers the question owners actually ask — how is the portfolio performing, and which assets are dragging it — because that requires operating data and financial data from a dozen books in one place. If you run day-to-day operations for third-party owners, see our Power BI property management dashboard.
We build that view. Rent roll, occupancy, and delinquency from the property system meet NOI, CapEx, and debt service from the ledgers, mapped to one reporting structure so the portfolio rolls up while every property still ties back to its own statements.
What we build for portfolios
- NOI by property & fund
- Occupancy & rent roll
- Leasing pipeline & renewals
- Delinquency & collections
- CapEx budget vs actual
- Investor reporting
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why owners and operators call us
Reporting that spans properties, entities, and funds
You send the request; a senior engineer maps your properties, entities, and chart of accounts into one model.
Occupancy with the leasing pipeline attached
Physical and economic occupancy alongside expiring leases, renewal probability, and units in turn, so a coming vacancy cliff shows up months before it hits collections.
Investor access, safely
Row-level security lets limited partners open a live report showing only their deals, replacing the quarterly PDF and the risk of emailing the wrong attachment to the wrong investor.
Delinquency you can work
Aged receivables by tenant and property with payment-behaviour trends, so collections effort goes where it changes cash rather than where the balance happens to be largest.
CapEx and debt service in context
Project budget versus actual, commitments, and draw schedules next to debt service coverage, so capital decisions are made against the same numbers as operating ones.
What goes into a portfolio model?
Two families of data. Operating: properties, units, leases, tenants, rent roll, work orders, and leasing activity. Financial: the general ledger for each entity, budgets, CapEx projects, and debt schedules. The model joins them on property and period, which is what makes portfolio-level NOI and occupancy comparable.
The hard part is rarely the visuals. It is agreeing what counts — whether concessions reduce revenue or sit as an expense, how a unit in turn is treated in occupancy, when a renewal is counted, and which entity owns a shared cost. We fix those definitions in the model as documented measures so the number in the investor pack matches the number in the asset manager's report. See Power BI data modeling and DAX for how that layer is built.
Property system reports vs the Power BI version
Here is where standard property management reporting stops and where the dashboard we build picks up — the same rent roll and ledgers, made comparable across a portfolio.
| Question | Typical system limitation | Power BI dashboard version |
|---|---|---|
| Portfolio NOI | Property-by-property statements | Roll-up by fund, region, and asset class with drill to property |
| Occupancy | Current snapshot | Physical and economic occupancy trended, with expiry schedule |
| Delinquency | Aging list per property | Portfolio aging, payment behaviour, and tenant risk flags |
| CapEx | Budget tracked in spreadsheets | Budget vs actual by project and cost code, with commitments |
| Investor reporting | Quarterly PDF assembled by hand | Live report secured so each investor sees only their deals |
| Multi-entity view | Manual consolidation across books | Mapped chart of accounts with entity and fund hierarchy |
Where does the data come from?
Rent roll, leases, tenants, and work orders come from your property management platform; NOI, CapEx, and debt service from the accounting system behind each entity. Extraction depends on the vendor — API, reportable database, or scheduled export — and we confirm the method, and any vendor charge for data access, in the scope estimate. For portfolios standardized on Yardi, our custom Yardi Voyager dashboard build walks through each supported route, and commercial owners on MRI can see the lease-accounting, CAM reconciliation and multi-entity rollup detail on our MRI Software dashboard page.
That last point matters in this sector. Several property management vendors treat data access as a paid add-on or restrict it by plan, so we establish what your contract allows before designing around it. Where only exports are available, we build a dependable pipeline from those instead of pretending a live connection exists. Portfolios with long histories get incremental refresh (opens in new tab), documented by Microsoft, so each nightly run processes only what changed rather than reloading years of ledger detail.
How do investors get access without seeing everything?
Through row-level security in the model. Each investor account is mapped to the properties or funds they hold, and every visual filters automatically. One report serves the whole investor base, which removes both the quarterly assembly work and the risk of sending the wrong file to the wrong party.
Microsoft documents the mechanism in its guide to row-level security in Power BI (opens in new tab). We configure the roles, test them against real accounts before go-live, and document who can see what — a document worth having on file when an investor asks. If you would rather deliver reporting inside your own investor portal instead of the Power BI service, our Power BI embedded page covers that approach.
What does it cost, and how fast?
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A first operating dashboard across a handful of properties typically fits inside one block; large multi-entity portfolios usually need the second tier.
Traditional Power BI firms charge $175–250/hr, set project minimums, want $10K+ to start, let unused hours expire, and don't begin for 4–6 weeks. Flex Support is $100–125/hr, no minimums, banked hours that never expire, and a start this week. Hours deduct only for approved work — which suits a business where an acquisition can change the reporting requirement overnight. See how prepaid Flex hours work.
Who is this for?
Owners, asset managers, syndicators, and property management companies running multifamily, commercial, or mixed portfolios without an in-house BI team. If your work is ground-up development, see Power BI for construction; if the books sit in QuickBooks, our QuickBooks Power BI dashboards cover the ledger side. Managers running the day-to-day — rent roll, work orders, delinquency — should see Power BI for property management. If you originate the debt rather than hold the asset, our Power BI reporting for mortgage lenders covers pipeline, pull-through, and branch profitability. Seniors housing is an operating business as much as a real estate one, so census by care level, agency labor, and NOI by community are modeled on our Power BI dashboards for senior living operators page.
The ideal fit is a portfolio of roughly five to a hundred properties — enough that manual consolidation is a real monthly cost, not so large that you already run a data team. It also suits sponsors who have promised investors better reporting and need it working before the next quarterly letter. Contact is form-only — send your request and we'll reply with a scope estimate.
Dashboards we build for portfolios
- NOI by property, fund & region
- Occupancy, rent roll & expiries
- Delinquency & collections
- CapEx budget vs actual
- Secured investor reporting
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
Bank hours now and spend them when the next acquisition changes your reporting. See Flex pricing →
How it works
From rent roll to portfolio-level answers
- 1
Send your request
Tell us your property management platform, how many entities you hold, and which portfolio questions go unanswered today. We reply with a scope and hours estimate before any work begins.
- 2
We map & model
A senior US-based engineer maps properties, entities, and accounts into one model, builds the DAX for NOI and occupancy, configures investor security, and reconciles each property to its statements — typically 3–5 business days.
- 3
Publish & maintain
We publish to your workspace, set nightly or incremental refresh, and hand over the model and credentials. You own everything; we keep the refresh healthy from your banked hours.
Representative perspective
Every property reported beautifully on its own and the portfolio view was a spreadsheet somebody rebuilt each month. Now the roll-up is live and still reconciles to each asset's statements.Asset manager, multifamily owner-operator
Representative perspective
Our quarterly investor letters took two weeks to assemble. Giving each limited partner a secured live view of their own deals removed most of that work and the anxiety that came with it.Principal, real estate syndication
See the whole portfolio without rebuilding the spreadsheet
Tell us your property management platform and how many entities you hold. We'll scope the task and tell you the hours before any work begins — drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
Questions from owners and operators
Any platform that offers an API, a reportable database, or a dependable scheduled export. Property management vendors differ widely in what they expose and some charge for data access, so we confirm the method and any vendor cost in the scope estimate before hours are used.
Yes, and it is the usual reason owners call. Each property or fund typically has its own entity and books. We map them to one reporting structure so portfolio NOI, occupancy, and cash roll up correctly while each property still reconciles to its own statements.
Yes. Row-level security filters the model by the signed-in user, so a limited partner sees only the deals they are in. It is enforced by the model on every visual, which is safer than maintaining a separate report file for each investor group.
Rent roll, occupancy, and delinquency typically refresh nightly, which is enough for daily operating decisions. Accounting figures update as your books post. We configure the schedule within Microsoft's documented Power BI refresh limits and monitor it from your banked hours.
Yes. Budget versus actual by project and cost code, commitments, change orders, and draw schedules sit naturally alongside operating reporting. For ground-up development and heavy job costing, our Power BI for construction page covers that work in more detail.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.