Property portfolio
Elena · Product specialist · 34 s
Property portfolio · Portfolio · Returns
See what your property earns. And where the costs are.
View income, costs, occupancy and planned investments for each property and across your portfolio. Trace an amount back to the property and the available source information.
For owners, investors and portfolio managers.
Income & costsOccupancyReturns & scenarios
PortfolioPractical reference · not a customer case
What makes your work easier?
Less spreadsheet work and faster insight into which properties need attention.
Design of the product explanation · not a live product demo. Features and package coverage must be confirmed before publication.
Meet Elena
Property portfolio
An overview of your property portfolio, with access to every building.
Explore a practical example
Elena
Property portfolio
Product specialist
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Finance
Elena · Product specialist · 36 s
Pilot direction: start with one workspace and expand later.
ObraPad is designed to keep Obra Core as the shared foundation while you add capabilities over time.
Building-specific activation and restricted installer access are being prepared for the pilot and verified end to end. Ask which scopes can currently be tested.
Intended starting point
The pilot direction is to begin with one workspace and add more later.
Planned per-building expansion
The planned flow activates Construction only for the building being renovated; other buildings stay unchanged.
Planned access model
The access model is being developed so an installer or partner can use only the selected building, installation or task.
Intended example: heat pump maintenance
In the intended scenario, the installer only accesses the heat pump, its documents and assigned maintenance tasks in one building. Other buildings, financial information and private documents remain outside the scope. View, change, duration and revocation controls must be proven server-side before availability.
The design keeps an additional workspace and partner access as separate choices, with the building passport as the shared foundation.
Recognise your situation
When do you use this?
01Compare two rental properties
Today: High rent may look favourable, but costs and vacancy differ.
Your workflow: Review income, occupancy and costs using the same assumptions.
The result: A fairer basis for comparison, not a guaranteed return.
02Replace or repair an installation
Today: An intervention has costs today and an effect later.
Your workflow: Record the investment amount, expected operations and assumptions in a scenario.
The result: A choice that can be discussed, with visible assumptions.
03Portfolio review meeting
Today: A chart raises questions about the source.
Your workflow: Open the underlying property and document context.
The result: Less manual explanation of where the figure comes from.
Less explaining. Less retyping.
This is how your team
really works together.
Everyone’s own language. The same agreement.
The architect writes in Dutch. The contractor reads in Spanish. The reply and original stay with the same task.
Depends on configurationWork with your accountant.
Bring rental income, costs and documents together. Share only what you authorise.
Accountancy roadmapWhat you do here in practice
From daily tasks
to clear follow-up.
01Portfolio overviewCompare your properties within one structure.
You: Review property, use and relevant points of attention together.
ObraPad helps: The same properties and connected data are reused.
Your benefitLess merging of separate files for each property.
02Income & costs per propertyUnderstand which amounts determine a result.
You: Link recorded income and expenses to the property.
ObraPad helps: Overviews calculate using available data.
Your benefitLess manual addition; missing amounts remain visible.
03Occupancy & vacancyLook beyond the rent alone.
You: Review rental periods and vacancy alongside income.
ObraPad helps: Rental context can feed the portfolio overview.
Your benefitIdentify more quickly where income falls away.
04Maintenance & investmentsView future expenditure alongside the current result.
You: Include maintenance planning and investment scenarios in your assessment.
ObraPad helps: Existing project and maintenance context can be reused.
Your benefitFewer overviews to connect for a decision.
05Returns & scenariosMake assumptions explicit before comparing.
You: Compare, for example, rent, occupancy, costs and your own investment amounts.
ObraPad helps: The calculation example adjusts the outcome to your input.
Your benefitCalculate scenarios more quickly; no return or value guarantee.
06Sources & financial integrationsMove from overview to supporting evidence.Depending on your configuration
Configuration- or add-on-dependent
You: Open the relevant documents; bank and accounting integrations must be activated separately.
ObraPad helps: Automated import and reconciliation depend on the available integration.
Your benefitLess manual transfer once an integration is genuinely active.
07Distinguish operations from financingKnow which result you are comparing.
You: For each overview, state which income, operating costs, investments, financing and taxes are or are not included.
ObraPad helps: The calculation must keep the source and assumptions with the outcome; missing amounts remain missing.
Your benefitLess false precision and fewer incorrect comparisons between properties.
08Points of attention across multiple propertiesSee where further investigation is needed.
You: Compare vacancy, maintenance plans, recorded costs and outstanding data for each property entity.
ObraPad helps: You can return to the underlying record instead of seeing only a total figure.
Your benefitSet priorities more precisely; no automatic investment decision.
09Collaborate in your own languageMessage, translation and reply remain with the same record.Depending on your configuration
Configuration- or add-on-dependent
You: Read permitted property information and explanations from local managers in your preferred language.
ObraPad helps: The original and translated view remain connected. Measurements, source references and important instructions are not silently changed.
Your benefitFewer misunderstandings between participants and fewer separate translation tasks.
10Collaborate with your accountantAn accountancy connection without replacing your accounting software.Planned extension
Planned extension / roadmap
You: Combine income, costs and property overviews within the granted client and property scope.
ObraPad helps: The roadmap includes auditable exports and, later, read-only API/accounting connectors. Accountancy partner status does not automatically grant access to financial data.
Your benefitFewer files to collect and fewer duplicate requests. No automatic external postings, filings or payments.
Convenience through automation
Less routine work.
With the right control.
According to your rules
Recurring follow-up
Bring source amounts and occupancy together and recalculate totals where data is available.
With AI support
No need to start again
With an appropriate Copilot: explain differences based on sources and prepare scenarios.
For decisions
You stay in control
Assess assumptions, missing data, investments and financial decisions.
You define your workflow and boundaries. Routine can follow those rules; AI helps with preparation; exceptions remain visible. The capabilities you use depend on the available features and your plan.
Without a connected workflow
Combine rental income, maintenance costs and vacancy from different files.
With this workspace
Review the underlying data for each property alongside the portfolio overview.
How much time could this save you?Your own figures, not a marketing percentage
Make one recurring task measurable.
Formula: number of tasks × (minutes now − minutes after the change) ÷ 60.
Open a calculation example
20 tasks × (15 − 10 minutes) = 100 minutes, or 1 hour and 40 minutes per month.
This is fictitious input, not a predicted product saving. Include checks and any additional actions. A negative result means additional time.
The editable calculation is available when this presentation is opened with JavaScript. Time freed up does not automatically represent a realised cost saving.
What information do we share with other workspaces?
Property · income · costs · occupancy. You continue with the same property context; you do not create a second record.
What can I extend here with add-ons?
For example, source-linked Copilot questions or financial integrations that support your analysis.
An add-on already included in your plan is not offered again. The exact features, limits and any additional price are shown with your configuration.
Workspaces and add-ons explained →Practical questions
Good to know.
Does saving time automatically mean a higher return?
No. Freed-up hours, actual cash savings, operating result and return on investment are different outcomes. Explanations and calculation examples must keep them separate.
What happens to missing financial data?
They must remain visibly unknown. A missing cost is not zero, and an incomplete overview must not be presented as a complete return calculation.
