"Portfolio Insights basics: clients, portfolios, reports"

Portfolio Insights tracks the properties your clients already own and turns that into owner-facing reporting.

The data model

Clients hold Portfolios, which hold Properties. Create the client with their contact details, group their holdings into portfolios however they think about them, then add properties by address or bulk import.

What you see per property

Current value and equity (valuation-driven), cash flow trends, cap rate against the market, and maintenance history. At the portfolio level: aggregate cash flow, occupancy, and one-click PDF snapshot reports.

What clients see

Shareable portfolio pages carry your company branding and each client's own data automatically. Send snapshot reports on a schedule; owners who see their numbers regularly stay owners. Watch the under-rented flags: a property renting below market is the exact conversation that makes you look like you're paying attention, because you are.

Property-management sync keeps the data flowing from your PM software, and branded owner reports turn the data into the retention piece. Portfolio Insights includes myRescover and 10 guest users; guests see their portal under your brand.