Property Portfolio Performance Reporting
A connected view of your property position.
Bring your recorded property values, borrowing, estimated equity, occupancy and operating commitments into one connected view. Review individual properties, portfolios and operating estates without losing sight of the records behind the figures.
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Demo data: Northstar Property Partners and Meridian Retail Group Ltd are fictional organisations used for demonstration and marketing purposes. Properties, people and financial information shown are illustrative and do not represent real client data.
Understand your portfolio at a glance.
The Command Centre, shown above, opens on a current snapshot of what your organisation has recorded: owned capital value and how many properties carry a valuation, current debt, estimated equity, weighted portfolio LTV and scheduled debt service.
Alongside the finance sit contracted monthly rent, unit-based occupancy and the number of active properties, so the position of the whole portfolio is readable in one place before you open any single record.
- Recorded owned value
- £13,633,250
- Recorded current debt
- £6,861,045
- Estimated equity
- £6,772,205
- Weighted LTV
- 50.3%
- Unit occupancy
- 70 of 78
- Scheduled debt service / month
- £36,143
These are recorded figures, not live bank balances, independent valuations or investment returns. Weighted LTV is total recorded debt divided by total recorded value, and needs both to be complete.
From portfolio totals to property detail.
Each portfolio carries its own financial summary built from the properties inside it. See how much of the borrowing sits with each lender, what the scheduled payments are, and open any linked property to check the record behind a number.
Portfolios are set up in portfolio management. The summaries are reporting views of your records, not financial statements or a consolidated profit and loss.
- Owned property values and contractual rent receivable
- Recorded borrowing, estimated equity and LTV
- Scheduled borrowing payments and debt by lender
- Linked property records one click away
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Understand value, borrowing and capital uplift.
Open a property, here a fictional three-bedroom semi in Sheffield, to see its recorded purchase price and renovation cost beside its current valuation and valuation history. Capital uplift compares the recorded value with that recorded cost.
Active finance, current debt, estimated equity and LTV appear on the same record. Facilities and valuations are managed in property finance, and the property itself in property ownership.
- Recorded purchase
- £187,000
- Recorded value
- £254,750
- Capital uplift
- £67,750
- Current debt
- £153,660
- Estimated equity
- £101,090
- LTV
- 60.3%
Capital uplift compares recorded value with recorded cost. It is not rental yield, ROI, a realised gain or complete investment return. No renovation cost is recorded for this example.
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See occupancy and voids clearly.
Occupancy is counted by unit. In the Northstar demonstration, 70 of 78 units are occupied and eight are vacant, giving a rounded 90% occupancy. See the overall position, how each property contributes, and a list of the units that are vacant now.
Occupancy follows the agreements recorded in tenancy management and commercial lease management. For contracted rent and the agreements behind it, see income management.
- Occupied and vacant unit counts
- Occupancy broken down by property
- Currently vacant units listed for action
- Recorded vacant estimated rental value
Vacant ERV is a benchmark you record, kept separate from contracted rent. Occupancy is a current unit count, not a trend, economic occupancy or evidence of rent collected.
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Reporting for owned and leased operating estates.
For businesses that occupy their premises, Operating Estate separates owned sites from leased ones. It shows current occupational leases, annual rent payable and known annual occupation commitments including rent, rates, service charges, utilities and insurance. Their normalised monthly equivalent is not a payment-date schedule.
Actual expenditure is recorded separately. Filter by property, portfolio, region, client and period. Date periods apply to recorded entries; asset values and current commitments stay as they stand today. Missing commitments or unknown finance are not assumed to be zero.
- Operating premises
- 18
- Annual rent payable
- £768,000
- Known commitments, annual
- £1,193,280
Rent receivable is a landlord's contractual income. Rent payable is an occupier's lease commitment. Known commitments include contractual rent once; they are not complete business costs, accounting profit or future lease liability.
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Keep upcoming lease decisions visible.
Lease Exposure lets you sort superior leases by their next decision, bringing nearer notice deadlines and reviews into view. Each row carries the expiry, rent review date and annual rent payable, with break details available on the lease.
Lease terms themselves are edited in commercial lease management, which remains the contractual register.
- Lease expiries and rent review dates
- Break clauses and notice deadlines
- Annual contractual rent payable per lease
- Filters for lease status and decision windows
This is contractual and operational visibility. It is not IFRS 16 accounting or a discounted remaining lease liability.
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Separate commitments from recorded expenditure.
Actual entries are the costs you record yourself. Paid and recorded-due amounts are never added into one total, and neither is mixed with commitments, so recorded obligations and spending stay readable side by side.
The CSV report carries the property, portfolio, client and date scope you have chosen. It does not necessarily preserve every register filter, such as region, category, type, status or sort order.
- Manually recorded property expenditure
- Paid and recorded-due amounts shown apart
- Remaining dues and overdue expense records
- Reporting date ranges and cost categories
- Operating Estate CSV report export
These expense records are not bank reconciliation, bookkeeping, automated transactions, tenant arrears or profit. Remaining dues are open items across periods, not paid subtracted from due.
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Review portfolio information on mobile.
Portfolio summaries are responsive, so you can check owned value, rent receivable and how a portfolio is made up from a phone browser between viewings or meetings.
Fructus runs in the browser rather than as a native app. Larger registers and financial tables still need sideways scrolling on a small screen, which is why the desktop views on this page can be scrolled and enlarged.
The same records, read by different roles.
- Property ownersSee recorded value, borrowing and estimated equity.
- Property companiesReview portfolio positions and the finance behind them.
- Landlords and HMO operatorsIdentify voids and occupancy gaps.
- Multi-site businessesReview owned and leased premises, commitments and lease decisions.
- Property managersReview properties and portfolios without treating client-owned assets as your own capital.
Performance reporting, answered.
It brings together the information you have recorded: owned asset values and valuation coverage, current borrowing and scheduled debt service, estimated equity and LTV, unit-based occupancy and vacant units, portfolio composition, and, for businesses occupying premises, owned and leased sites, rent payable, known occupation commitments and recorded expenditure. These are current snapshots of your records rather than investment returns or accounts.
No. Fructus does not provide a gross or net rental yield, ROI, profit, net operating income or total investment return report. On a property record it can show capital uplift: the recorded current valuation compared with the recorded purchase price and renovation cost. That is a different measure. It does not account for rental income, financing costs, tax or acquisition and disposal fees, and it is not a realised gain.
Estimated equity is the recorded value less the recorded current debt. LTV is the relevant recorded debt divided by the relevant recorded value; across a portfolio it is the ratio of the totals, not an average of individual LTVs. Both depend on complete records. Where a valuation or debt balance is missing, the result is shown as unknown or incomplete rather than treated as zero.
Yes. Occupancy is based on units: how many are currently occupied and how many are vacant, by property and in total. Vacant units are listed with any estimated rental value you have recorded, shown separately from contracted rent. It is a current position, not a historic trend, economic occupancy or a record of rent collected.
Yes. The Operating Estate area separates owned and leased operating premises, shows annual contractual rent payable on superior leases, and totals known annual occupation commitments such as rent, business rates, service charges, utilities and insurance, with rent counted once. Manually recorded expenditure is shown separately, with paid and recorded-due amounts kept apart. Commitments are not complete business costs, profit or a future lease liability.
Operating Estate screens can be filtered by property, portfolio, client and date period, with further region, category, entry type, status and sort options on individual registers. Date filters apply to recorded actual entries; they do not turn values or current commitments into historical figures. The Operating Estate CSV export carries the property, portfolio, client and date scope, but not necessarily every locally selected register filter. Not every dashboard or summary has an export.
Every figure comes from a record you can open.
See your property position in one connected view.
Bring recorded values, borrowing, occupancy and operating commitments together in one workspace.
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