Solutions · By Portfolio Focus

Four asset types. One question. One answer.

Industrial bays, office suites, flex space, apartments — reported by different managers in different formats. Folio answers across all of it with one citation set.

How did NOI move across the portfolio last month?
Folio Copilot

Portfolio NOI rose 8.4% against April — driven by industrial.

Industrial · West Loop IndustrialCAM recoveries drove the move
Office · Meridian OfficeFlat · occupancy softened
Flex · Northline FlexFlat · Bay 5 backfill signed
Residential · Harbor LightSteady
May Operating Statement.pdf · p.3 3 more statements cited
The Format Problem

An industrial bay, an office suite, and an apartment don't report alike — and neither do their managers. The owner absorbs every difference.

"Occupancy" means leased bays in one report, occupied suites in another, and unit-days in a third. Until the definitions are normalized, a mixed portfolio can't even be totaled — let alone questioned.

The Asset-Mix Strip

One oversight layer, any slice

Toggle asset types and watch the KPI row re-filter — occupancy re-weighted by square footage, work orders and lease exposure re-summed. Same definitions, whatever the mix.

92.1%
411,400
20
3
West Loop Industrial Meridian Office Northline Flex Harbor Light Residential

Every number stays source-linked as the slice changes — the industrial-only occupancy opens to the same records the all-in figure does.

One Data Layer

Comparable because it's normalized first

Imports read each manager's reporting — MRI packets, spreadsheet exports, AppFolio and Yardi output — and write the same source-linked record types, whatever the asset class.

That's why the strip above can re-total instantly: an occupancy percentage from a rent roll and one from a residential report land in the same field, with their sources kept.

See Data Imports →

One field, four reporting dialects
occupancy_pct · Jun 30 snapshot92.1%
Keystone PM — MRI packet, "Occupancy 96.0%"PDF p.12
Fairmont CRE — email narrative, "holding steady"verified 88%
Beacon PS — XLSX export, "OCC_PCT 0.82"column C
Harbor Residential — AppFolio report, "94% units"page 2
Scope Switching

Pick a property; everything follows

The portfolio scope switcher filters property and building context across dashboards and lists — so "how is Northline doing?" is one click, not a different report request per manager.

See the Portfolio Dashboard →

Scope
All properties
West Loop Industrial
Meridian Office
Northline Flex Active
Harbor Light Residential

Dashboards, work orders, leases, and reports now show Northline Flex.

See your portfolio in one trusted owner view.

Book Demo Portfolio Visibility Audit