Real Estate
The full operating picture of every property
Each property is a hub connecting everything that keeps it running: tenants and rental income, mortgage payments and financing, maintenance history, utility and running costs, compliance documents and the managers responsible for it.
Valuations track each property's worth over time and feed the family net-worth dashboard. Insurance policies and claims are linked per property, so the coverage picture is always attached to the asset it protects.
Recurring costs — utilities, mortgage payments, rental income — flow automatically into the cash-flow projection, and expiring compliance documents raise alerts before deadlines hit.
Capabilities
Per-property hub
Tenants, income, costs, documents and managers connected to each property.
Rental operations
Tenancy records and rental income with schedules and history.
Maintenance log
Every repair and improvement recorded against the property.
Financing & mortgages
Loans, payment schedules and financing terms per property.
Valuations over time
Historical valuations feeding net worth and staleness tracking.
Insurance linkage
Property policies and claims attached to the asset they cover.
Record Types
Explore more capabilities
Vehicles
The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.
Entities & Trusts
The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.
Legal & Incidents
Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.