Portfolio

See the Big Picture

Get a single, supervisory view and wider context of your entire commercial real estate portfolio at your fingertips by consolidating and visualizing critical CRE data points from disparate business systems.

Bring together the CRE data you rely on every day

The RefineRE Portfolio Manager brings together the standard real estate portfolio data you rely on every day, tracking and analyzing your most critical data points including transactions, portfolio trends and key dates.

screenshot of the RefineRE portfolio module, providing data on your entire commercial real estate portfolio
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Benefits of RefineRE’s Portfolio Manager

Portfolio Manager gives you the 30,000-foot view you need to do more portfolio-wide planning. Instead of spending time gathering data from different departments and business systems, you can use a single commercial real estate portfolio management software.

  • Get a big picture view of your entire portfolio
  • Stay ahead of portfolio trends
  • Manage all transaction data from a single view
  • Never miss a critical lease date
  • Quickly and easily share views and analytics with team members
  • Visualize transaction management info by year + status
  • Track historical portfolio KPIs over time as the customer uploads new data

RefineRE’s Portfolio Manager Features

Instead of deciphering data from cluttered spreadsheets and disparate business systems, you’ll be able to see the data combined —giving you better filtering and more actionable  information.

Track key initiatives and visualize progress made on specific objectives

Keep track of all real estate data KPIs

Easily manage the dynamic dashboard environment, emphasizing lease expirations, obligations, and other key metrics that help answer questions in seconds

Export to CSV, PDF, or Microsoft Office for presentations and additional analysis

Access a dynamic sand-box environment for quick and straight-forward analysis and portfolio exploration

Explore Our Other CRE Solutions

Data Foundations Module

The ability to view and analyze all of your foundational commercial real estate data in one easy-to-navigate dashboard is essential to being able to make defendable short- and long-term decisions about your commercial real estate portfolio.

BenchCore Module

With BenchCore CRE benchmark software, you’ll be able to benchmark granular and FM-related commercial real estate stats on a global scale, gain valuable insights, make better strategic decisions, and easily share findings with your organization’s stakeholders.

Markets Module

RefineRE’s Market Intelligence software module helps identify leases that are over or under priced while calculating potential risk and cost savings with commercial real estate market data. Gain visibility into detailed commercial lease comparisons and access general market reporting tools to stay up to date on performance trends across your commercial property portfolio.

ESG Module

Demonstrate leadership in corporate environmental stewardship and fuel sustainable growth for your organization with RefineRE’s ESG breakdown software module. This advanced CRE data module analyzes and benchmarks carbon footprint and emissions data by using the electrical spend by lease from your dataset.

FLEX Module

Would your organization benefit from transitioning to a flex workspace? Find out with RefineRE’s FLEX real estate software module. With FLEX, you’ll be able to identify which commercial leases could benefit most from transitioning to flex space and examine details of individual flex space options nearby.

Workplace Module

RefineRE’s Workplace Analytics software module uncovers the key metrics you need to help ensure cost-efficient use of every square foot of your commercial or corporate workspace. Using data such as employee and desk counts, our space utilization software pinpoints both under- and over-utilized space and identifies cost savings by calculating vacant rent across your entire portfolio.

Schedule a consultation with RefineRE

Here's what you can expect:

    ‣ A 15-minute call
    ‣ Identify your biggest challenges
    ‣ Explore automated solutions to optimize your strategy