Portfolio / Asset Management Software for Owners NOT Property Mgr
Hello!
I have searched for this on the forums extensively and online, to the point where I've started building my own and writing the code myself. I still can't believe it doesn't already exist though!
I'm looking for an asset management software for OWNERS, not a property manager software. I have property managers who work for me. I am trying to manage the asset and the property managers.
Here is the basic functionality I'm looking for:
- Property View: Customizable view that allows me to select a given property and view, update, and save information including the obvious facts, plus ownership %'s, reserves to be held each month, property tax/insurance info, purchase and loan info. Need to be able to view, edit, and save changes.
- Unit / Lease Abstract View: Customizable view that allows user to select a given property and provides a menu for that property of all tenants/units at that property. User can switch between different units. Display shows details for the given unit which can be viewed, updated, and saved.
- Rent Roll View: Customizable view that allows me to select a given property’s rent roll and view, batch update, and save information. Expiring leases, rent bumps, and delinquent tenants are highlighted.
- Property Management Dashboard: Allows me to summarize delinquencies, notable expenses, upcoming lease expirations and rent bumps and send a monthly email automatically to the property manager for a status update.
Everything I've found is either focused on the property management and rent collection or on managing investors. Does anything like the above exist?! Thank you!