Investment management
Connect property operations with investment decisions.
Acquisition costs, valuations, rent and expenses already live in Property OS, so returns and yield are calculated from the same records operations uses every day.
Capabilities
What you can do
- 01
Acquisition cost breakdown
Price, closing costs, transfer tax, brokerage and legal fees make up each property's cost basis, together with capital expenditure.
- 02
Valuations over time
Record periodic valuations with their source and attach the valuation report.
- 03
Returns per property
Unrealised gain, holding period and annualised return are calculated for each asset.
- 04
Portfolio yield and return
Gross rental yield and total return across the portfolio, from contracted rent and latest values.
- 05
Loans and maturities
Record lender, outstanding balance, instalment, lien and maturity; approaching maturities feed the alert list.
- 06
Expenses
Log maintenance, utilities and other property expenses with their bills, and export them for accounting.
Typical workflow
How teams use it
Capture cost
Record the acquisition breakdown when a property is bought.
Revalue
Add valuations as they are received.
Track financing
Keep loans and maturities current.
Review returns
Compare value, yield and return per asset and across the portfolio.
Why it matters
Business benefits
Returns from live data
Figures come from the same rent, cost and valuation records operations maintains.
Refinancing in good time
Loan maturities are flagged before they arrive.
Comparable assets
See which properties are carrying the portfolio and which are not.
Bring your property portfolio into focus.
See how Property OS can bring your property data, operational workflows and reporting into one connected platform.