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Portfolio Insights — Manage Existing Portfolios

Portfolio Insights is for properties you (or your clients) already own — Clients → Portfolios → Properties, with cash-flow analytics, snapshot reports, and shareable client-facing dashboards.

Portfolio Insights is Rescover's view of the properties you (or your clients) already own — as opposed to properties you're shopping for. It's the analytics, snapshot, and shared-reporting layer for ongoing portfolio management.

Who this is for

  • Property managers who manage portfolios on behalf of owner-clients and need to send periodic performance reports.
  • Asset managers who run their own portfolios and want a single dashboard.
  • Investors who own multiple rentals and want clean reporting.

Structure

Portfolio Insights organizes around Clients → Portfolios → Properties:

  • A Client is the investor / owner of one or more portfolios.
  • Each Portfolio is a logical grouping (e.g., "LLC #1 SFRs", "Personal Holdings", "Q3 Acquisitions").
  • Each portfolio contains the actual Properties.

What you can do per property

  • See current value and equity (AVM-driven, refreshed periodically)
  • Cash flow over time, year-over-year
  • Cap rate today vs. cap rate at acquisition
  • Maintenance / vacancy history
  • Rent vs. market rent (is the property under-rented?)

What you can do per portfolio

  • Aggregate cash flow, occupancy, equity
  • Snapshot reports — a one-click PDF you can send to the owner-client
  • Trend analysis across the portfolio

Sharing with clients

Each portfolio has a shareable URL with your Company Branding. The owner-client opens the link and sees only their own properties — clean, on-brand, kept up-to-date automatically.

Getting started

  1. Click Portfolio Insights in the sidebar, then Clients.
  2. Add a client (name, email, contact preferences).
  3. Create a portfolio under that client.
  4. Add their properties — by address or via bulk import (if many).
  5. Optionally invite the client to view their own portfolio via the share link.

Tips

  • Snapshot reports beat spreadsheets. Send a portfolio snapshot monthly or quarterly — it's a 30-second touch that keeps clients confident in your management.
  • Watch under-rented properties. The "Rent vs Market Rent" delta is one of the highest-leverage signals — flag properties at lease renewal where rent is materially below market.
  • Use Portfolios as buckets. One client can have multiple portfolios for tax-entity or strategy reasons. Separate them upfront.