Property portfolio reporting

Turn connected portfolio records into reports worth sharing.

LandlordView helps you report by property, period and ownership structure, turning day-to-day financial and operational records into a consistent view for owners, accountants and advisers.

Start with the question, not another spreadsheet.

A useful report should make the portfolio easier to understand. LandlordView keeps the supporting records connected, so you can move from summary figures to the properties and activity behind them.

Choose a relevant period, property or ownership vehicle, then view, print or download a consistent report for the conversation you need to have.

Portfolio performance

Summarise income, expenditure, yield and other decision-support information.

Property detail

Move from the consolidated position to the individual assets behind the result.

Period comparisons

Review the portfolio over the month, quarter, tax year or another relevant period.

Ownership views

Report separately on a company or legal owner, or review the consolidated picture.

Professional presentation

Use a consistent layout suitable for viewing, printing and downloading.

Adviser conversations

Give accountants, financial advisers and lenders a clearer starting point for discussion.

Reporting with a traceable story.

1

Select

Choose the reporting period, properties and ownership structure relevant to the question.

2

Review

Check the connected financial and operational records behind the summary.

3

Share

View, print or download a professional report for the appropriate recipient.

Reporting supports the conversationLandlordView presents portfolio information clearly but does not provide tax, accounting, investment, valuation or lending advice.

See what a clearer report changes.

Book a demonstration using safe, fictional portfolio information.

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