Portfolio 360

Your entire operation in one view.

Instead of wasting hours building reports and waiting on answers, see all your data, mapped to your Company Brain, in one view of your business. Slice it by region, property, owner or operator, track what you care about and get answers in seconds.

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Peter Febo

“What these guys did in four weeks was better than any BI dashboard I’ve ever had in my career.”

Peter Febo, US Head of Asset ManagementPHH
Read Peter’s story

How Portfolio 360 works

  1. 01

    Ask it anything, get the answer in seconds

    Ask about any property, operator or month in plain English. The answer starts with the bottom line, then the numbers and a chart, and every figure links back to the query it came from.

  2. 02

    See risks and opportunities before they hit the P&L

    Portfolio 360 keeps reviewing every property against the lines you set. When something crosses one, you get the fact, the risk and a recommended action, and the wins get flagged too.

  3. 03

    Graph it, pin it and build your own view

    Turn any answer into a chart or a table, then pin it. Your custom reports fill up with the views you care about, live for whatever properties you pick, ready to export to Excel or PDF.

Work together on the same numbers

Right-click any number to ask a question or hand off the next step to the right person. The conversation stays on the number it’s about, every figure traces back to its source, and everyone sees what was decided and who’s on it. No more email threads that get missed.

Not another BI dashboard

Dashboards show you what happened. Portfolio 360 helps you act, in the moment, on what’s coming. It’s built on your Company Brain, so it already knows your operation and tells you where to look.

ComparedBI dashboards and report packsPortfolio 360
Getting the data inA pipeline your team builds and maintains to each systemSynced with every operator’s PMS and the tools around it, through 60+ connectors
Your definitionsA data model your analysts build and keep currentYour KPIs and GL mapping, applied to every property
A follow-up questionA new report, or “let me get back to you”Click into the property or ask in plain English, and see the query behind the answer
Spotting problemsFound when someone opens the right dashboardFlagged against the lines you set, with a recommended action
Following upScreenshots and email threads that get missedTag the right person on the number itself and see it through

Build your perfect view

Start with the views our customers use most, then add anything your business runs on, from your web analytics to your own spreadsheets.

Everything you check, in one place

  • Budget vs actual

    Every GL line against budget, with the variance you care about highlighted. Per door or in total.

  • Leasing funnel

    Leads, tours, applications and leases by property, with conversion at every step.

  • Renewals outlook

    Twelve months of lease expirations, renewal retention and why residents move out.

  • Delinquency and collections

    What's owed and how old it is, current and former residents, and active evictions.

  • Concessions

    Every concession by unit, with weeks free and net effective rent.

  • Reputation

    Google and Apartments.com ratings, response rate and the low-rated reviews nobody has answered.

  • Occupancy forecast

    Where occupancy is heading, property by property, and the units available to rent.

  • Sub-market benchmarking

    How each property's rents and occupancy compare with its market.

  • Custom reports

    Pin any answer as a table or chart, and it stays live for whatever properties you pick.

  • 60+ connectors

    Every operator's PMS, plus the point solutions around it, from leasing and payments to access and reviews.

    See all connectors

  • The right view for each person

    Executives see everything, regionals their region, owners their properties and site teams their own building.

  • Something missing?

    Our forward deployed engineers build the reports and views your team asks for, on your definitions.

    Meet forward deployed

Connected to every system your operators run

Yardi

Property Management Software

Occupancy, leasing, renewals, delinquency and the general ledger for every Yardi property, in the same view as the rest.

Property Management Software

RealPage

Property Management Software

OneSite operations and Financial Suite financials, mapped to your definitions next to every other system.

Property Management Software

HelloData

Market Data

Market comps and rent surveys, so every property is measured against its submarket.

Market Data

Google Business Profile

Marketing, Reputation

Ratings and reviews for every property, including the ones nobody has answered.

MarketingReputation

Apartments.com

Marketing, Reputation

Apartments.com ratings and reviews next to Google, property by property.

MarketingReputation

Google Analytics

Marketing

Website traffic by source, next to leads, leases and marketing spend.

Marketing

Excel, CSV and PDF

Your own files

Upload a budget, a CapEx plan or an owner report template, and it joins the same view.

Uploads

Your data warehouse

Scheduled exports

Scheduled exports from your warehouse or PMS reports fill in wherever an API doesn’t reach.

Data
Explore all connectors

See your entire operation in one view

Book a Portfolio 360 demoSee it live

Questions about Portfolio 360

What is Portfolio 360?

Portfolio 360 is Venn’s live view of your entire real estate operation. It brings every property, system and report into one place on your own definitions. Click into any property to see what’s behind its numbers, ask questions in plain English, and see what’s coming before it hits the P&L. It runs on your Company Brain, the connected memory of your real estate business.

What is a Company Brain?

What software gives asset managers a single view of their whole portfolio?

Portfolio 360 gives asset managers, owners and operators one live view of every property, from every property management company and system. You can slice it by region, property, owner or operator, click into any property to see the numbers behind it, and ask questions in plain English.

How can asset managers see data from operators that use different property management systems?

With Portfolio 360, each operator keeps the system it runs today. Portfolio 360 connects to each one and maps the data to your own definitions and chart of accounts, so every property reports the same way, side by side.

Does Portfolio 360 work with Yardi and RealPage?

Yes. Portfolio 360 works with Yardi and RealPage, so properties on both show up side by side in the same view. It also connects to the tools around the PMS through Venn’s 60+ connectors.

See all connectors

How do I find the underperforming properties in my portfolio?

Ask Portfolio 360, for example “Which properties are behind budget on NOI this year, and why?” It answers with the bottom line first, then the properties and what’s driving each one. It also flags properties that cross the lines you set, with a recommended action and who owns it.

How do asset managers compare performance across properties and operators?

Portfolio 360 puts every property on the same definitions, so you can compare occupancy, leasing, renewals, delinquency, reviews and financials side by side, group them by operator or region, and see how each property compares with its sub-market.

How can owners stop building weekly and monthly report packs?

Portfolio 360 keeps the numbers your report pack is built from live in one place. Pin any table or chart to your custom reports, and export any tab to Excel or PDF when you need to send it.

Can Portfolio 360 match the reports our leadership already uses?

Yes. Your Venn team sets up views and custom reports in the format your leadership is used to, on your KPI definitions and chart of accounts, for example a tab for a principal with the reports they read every week. If a report or view is missing, our forward deployed engineers build it with you.

Meet forward deployed

Can Portfolio 360 include data from outside the property management system?

Yes. Portfolio 360 brings in the tools around your PMS through Venn’s 60+ connectors, like Google and Apartments.com reviews, and our team can connect others your business relies on, such as Google Analytics for a marketing view.

See all connectors

Can I give owners and investors their own live view?

Yes. Invite each owner or investor to see their own properties, live, on the definitions you agreed on. Roles decide who sees what, so your teams can work from a different view.

How do I know the numbers in Portfolio 360 are right?

Every property opens the numbers behind it, and every AI answer comes from a query you can open and export. You can check any figure against your PMS.

Is our data used to train AI models?

No. Your data is isolated from every other customer’s and is never used to train AI models.

How is Portfolio 360 different from Power BI or other BI tools?

A BI tool shows what happened, from the data you model for it. Portfolio 360 comes connected to your systems and mapped to your definitions, lets you ask follow-up questions in plain English, and flags what crosses the lines you set, with a recommended action.

How long does it take to set up Portfolio 360?

About a week. Your Venn team connects your systems, maps them to your definitions and sets up your views with you. Then we walk your team through it.

Stop putting the puzzle together. Start running your operation.

We’ll connect your systems, map them to your definitions and show you your own operation in Portfolio 360.

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