Creating Portfolios
Creating a new portfolio is straightforward. Navigate to the Portfolios section, click 'Create Portfolio', give it a name and description, select the locations you want to include, and set access permissions for your team members.
Portfolio Views
Each portfolio comes with multiple viewing options. List View shows all properties in a sortable table, Map View visualizes their geographic distribution, and Analytics View tracks portfolio performance metrics.
Sharing Portfolios
Share portfolios with internal teams or external partners. You control exactly what information each user can see, ensuring sensitive data stays protected while enabling collaboration.
Use Cases
Teams put portfolios to work in different ways: regional managers keep portfolios for their territories, others track properties by lease expiration year, group locations by development phase, or separate owned properties from leased ones.