Consolidated analysis
Cashflow & NOI
Risque & taux
Concentration
Arbitrage
Real estate portfolio
Run your portfolio as a system, not as a list of buildings
A consolidated view of your properties to measure cashflow, NOI, rate exposure, and geographic concentration, then identify where to act first.
The goal: to know where performance is created, where risk is concentrated, and which actions have the most impact (refinancing, optimization, diversification, reallocation).
Professional investors do not run separate buildings; they run a portfolio.
From the individual deal to portfolio strategy
Move from reading asset by asset to a consolidated view that shows where the performance comes from, where the risk concentrates, and which decision deserves your capital.
Workflow portefeuille
Real assets
→
Consolidation
→
Stress test
→
Projection
→
Decision
Product view
One consolidated reading, one action plan.
Consolidate your assets, stress test the cashflow and weigh your next decisions in one portfolio view.
Portfolio logic
Buildings
Individual assets and real data
Consolidated view
Cashflow, NOI, dette, concentration
Stress tests
Rates, vacancy, pressure on cashflow
Decisions
Refinancing, reallocation, diversification
What this view changes in your decision
- See the whole performance without rebuilding your numbers in Excel
- Identify the assets weighing on cashflow or risk
- Measure sensitivity to rate increases and local shocks
- Prioritize refinancing, arbitrage or a new purchase
Priority
Measure what is degrading overall performance
Rates, vacancy, geographic concentration and debt have to be read together, or the portfolio looks safer than it is.
Action
Prioritize refinancing, arbitrage or diversification
The point is not only to measure the portfolio, but to know which move does most for its resilience and its cashflow.
Quebec
Read the portfolio in its real local context
Taxation, taxes, local dynamics and financing strongly change how a real estate portfolio reads in Quebec.
Buildings
0
Number of assets tracked
Annual cashflow
—
After expenses and debt
NOI total
—
Revenu net d’exploitation
Overall score
—
0–100 (prototype)
Tip: if cashflow is strong but the score is low, risk (rates/vacancy/concentration) is likely the dominant cause.
Move from individual assets to a consolidated view
The portfolio becomes a decision view, not just an inventory
Measure the overall resilience, spot the concentrations, and decide where the next effort creates most value.
Rate sensitivity
Estimated impact of a mortgage rate increase on overall cash flow.
| Scenario | Annual cashflow |
|---|---|
| Current rate | — |
| +1 % | — |
| +2 % | — |
Rule of thumb: a robust portfolio stays positive at +1 %. Otherwise, prioritize refinancing, rents, or expense reductions.
Lecture rapide
Current rate
100%
+1 %
78%
+2 %
54%
Concentration géographique
Breakdown of properties by city / area (diversification vs concentration).
No location data available.
Add the city/area to each property to enable consolidation.
Tip: if a single city dominates, calculate the impact of a local shock (vacancy, taxes, market) on cashflow.
Building detail
Individual view of each asset to identify strengths and weak points.
Buildings
0
No properties in the portfolio yet.
Suggested next actions
Purchase decision
- Compare your portfolio to a new opportunity before buying.
- Validate robustness via stress tests (rates/vacancy).
- Prioritise a purchase that spreads the concentration.
Optimizations
- Identify properties to refinance first.
- Optimise expenses (insurance, maintenance, contracts) and rents.
- Assess the overall tax impact (CCA, structure).