PlatformPortfolio strategy & critical dates

Property portfolio oversight.Find the next priority.

Bring properties, leases, recorded costs and critical dates into one account-level view. See where the portfolio needs attention next.

See how it fits your workflow
THE PORTFOLIO IN VIEWAssets, costs & dates
Property records
Lease horizons
Next priorityStay ahead of key dates
WHAT YOU CAN DO

A working view of the portfolio.

See the assets together

Review the property register and map, with facility mix and regional concentration in context.

Understand recorded costs

Compare area, rent and available benchmark data across properties and regions.

Stay ahead of key dates

Track lease expirations, obligations and critical dates with named owners and priorities.

WITH YOUR EXISTING TOOLS

Start with the portfolio data you have.

Bring existing property schedules into Advantai and return reports to the spreadsheet and document workflows your team already uses.

  1. Import your schedules

    Upload CSV or Excel portfolio data and choose the worksheet you want to review.

    • CSV
    • XLSX
  2. Connect the portfolio view

    Use verified property coordinates, recorded lease data and critical dates to connect maps, analytics and priorities.

    • Property records
    • Lease horizons
  3. Report on the whole account

    Export account portfolio packages as PDF or Excel for internal review and client reporting.

    • PDF
    • XLSX

Maps and comparisons use the property coordinates and comparable values recorded in your workspace.

Your next move.
Starts here.

Bring your relationships, information and decisions together.