Portfoliq
Asset Breakdown

Detailed property analytics

Deep-dive into individual property performance. Comprehensive analytics covering income, expenses, debt, and value with full historical tracking.

Portfoliq Asset Breakdown

142 Oak Street

Multifamily · 4 units

Health

87

Monthly NOI Waterfall

Gross Income
$8,400
Vacancy Loss
-$420
Operating Expenses
-$2,940
Net Operating Income
$5,040
Debt Service
-$3,200
Cash Flow
$1,840

Cap Rate

7.2%

Cash-on-Cash

9.8%

DSCR

1.58x

Expense Ratio

35%

NOI up 4.2% vs last quarter

Income Analysis

Income Analysis

Track all revenue streams including rent, parking, laundry, and other income. Trend analysis shows growth patterns.

Expense Breakdown

Expense Breakdown

Categorized expense tracking with comparisons to budget and prior periods. Identify cost creep early.

NOI Waterfall

NOI Waterfall

Visual waterfall shows how gross income flows to NOI. See where value is captured and where it leaks.

Value Tracking

Value Tracking

Monitor property value over time with multiple valuation approaches. Cap rate compression and appreciation analysis.

Performance Metrics

Performance Metrics

Full suite of performance metrics including yield, cash-on-cash, and IRR. Compare against targets and benchmarks.

Historical Trends

Historical Trends

Track any metric over time with flexible date ranges. Identify seasonal patterns and long-term trajectories.

See Asset Breakdown in action

1

View Property Overview

Start with key metrics and health indicators for the property. Quick assessment of current performance.

Step 1
1

View Property Overview

2

Analyze Income and Expenses

Drill into detailed income and expense breakdowns. Compare to budget, prior period, and benchmarks.

Step 2
2

Analyze Income and Expenses

3

Track Performance Over Time

See how any metric has evolved over time. Identify trends and inflection points.

Step 3
3

Track Performance Over Time

4

Export Detailed Reports

Generate comprehensive property reports for lenders, partners, or your own records.

Step 4
4

Export Detailed Reports

When to use Asset Breakdown

Real scenarios where Asset Breakdown delivers value

When preparing for annual reviews

Get comprehensive property performance data with year-over-year comparisons ready for stakeholder review.

Outcome: Professional performance reviews without manual spreadsheet work.

When investigating performance changes

Drill into specific periods to understand what drove changes in income, expenses, or value.

Outcome: Quickly identify root causes of performance variance.

When reporting to lenders

Generate lender-ready reports with all required metrics and supporting documentation.

Outcome: Maintain strong lender relationships with professional reporting.

When benchmarking properties

Compare property metrics against portfolio averages and market benchmarks.

Outcome: Identify relative outperformers and underperformers.

When planning improvements

Analyze current expense ratios and income potential to prioritize value-add investments.

Outcome: Target improvements with the highest potential ROI.

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