Portfolio Dashboard
Multi-property, multi-entity visibility for owners, REITs, and operators — one operating record, rolled up.
Capabilities
- Property roll-up — Community-level KPIs roll into entity, fund, and portfolio without re-keying.
- Occupancy & rate — Live occupancy, move-in pace, and rate trends by asset and submarket.
- NOI & cash — Per-property and portfolio NOI, AR, and cash position at owner cadence.
- Cohort & vintage — Performance by acquisition cohort, vintage, or repositioning thesis.
- Risk & covenants — Lender covenants, insurance windows, and risk exposures monitored continuously.
- Owner reporting — Board books and quarterly packages generated from the live operating record.
How it works
- Model the portfolio — Properties, entities, funds, and ownership modeled once.
- Connect the operators — Operator data flows into the portfolio view — same record, no re-keying.
- Monitor & alert — Covenants, occupancy, and NOI variance surface as ribbons.
- Report to owners — Owner packages and board books generated on-demand.
Integration facts
- Module — Portfolio HQ
- Tier — Tier 1 · Production
- Scope — Multi-property · multi-entity
- Reporting — Owner / REIT / Lender
https://seniorcre.com/features/portfolio-dashboard