Manage and monitor a portfolio
You already have the properties. The task is to keep track between the quarterly reports and pick up what happens to them without going looking for it. This page works through the portfolio point by point on a single company: what it consists of, who owns it, and what is changing.
The spreadsheet that used to be the overview
A portfolio overview has traditionally been a spreadsheet with one row per property: matrikkelnummer, address, area, tenant, latest valuation. The spreadsheet is up to date on the day someone updates it. The columns behind it sit in separate sources: the matrikkel and Grunnboken at Kartverket, company and tenant data in Brønnøysundregistrene, the building cases in each individual kommune's postal list.
Here they hang together in one panel, with the organisation number as the key. You look up the owning company once, and the portfolio is there with the properties, the ownership chain, the transactions and the tenants.
The example used through this page is Mustad Eiendom AS (923 265 562) at Lilleaker in Oslo. The company was chosen because the portfolio is large enough to need managing and small enough to read in one panel: 67 matrikkelenheter, 61% in Oslo and 39% in Bærum, almost all of it gathered along Lilleakerveien and Vollsveien on either side of the Lysakerelva river. A portfolio laid out like that is also a place, and that is the reading the map layers at the end of this page give you.
Who this is for
Portfolio managers, asset managers and property managers responsible for a collection of properties, and controllers and ESG leads who have to report on it. A due diligence of a whole portfolio follows the same list, just all at once instead of continuously.
The checklist
| Item | What to look for | Where in Placepoint |
|---|---|---|
| The contents | Number of properties, plot area, distribution by kommune | The Properties tab in the company panel |
| The ownership | Shareholders, beneficial owners, conglomerate | The Ownership tab |
| The history | Registered sales in the portfolio | The Transactions tab |
| The tenants | Employees, industry, how long they have been there | The Tenants tab in the property panel |
| New cases | Building cases, complaints, planning proposals | Government cases |
| Alerts | Daily check against the kommune postal lists | Monitoring |
| The work list | Which properties have something coming up | Tags |
| The neighbourhood | Who else owns around you, and what is being sold | Business, Pricing Info |
You switch the map layers on from Map layer in the left menu. See How to use map layers if you have not done it before.
Video: tag a property and find it again
The video creates the tag "Til vurdering" (for review) on a property, opens the Tags panel, zooms out to all tagged properties and searches its way back to that one property.
Duration: 55 seconds. The whole collection is on Videos.
The portfolio as one company
Search for the owning company, select the hit under Companies, and the company panel opens with the name and organisation number at the top. The tabs under the header are where the portfolio actually sits.
Overview is the dashboard. The Business card gives the managing director, year of incorporation, number of employees and the latest year's revenue and net result. The Property portfolio card counts the properties and the kommuner and shows the geographical distribution as bars, here 67 properties in two kommuner with 61% in Oslo and 39% in Bærum. Rented premises below shows the opposite relationship: where the company is itself a tenant, in this case 24 locations. Each card links on to its own tab.
What the portfolio consists of
The Properties tab has four sub-tabs: Owned properties, Ownership tree, Tenants and Historic tenants. The key figures at the top count 67 properties across 11 owning companies, with a maximum chain depth of 2. The chain depth is the figure that tells you whether you are dealing with a flat structure or a staircase of single-purpose companies, and 2 means that no property sits more than one step below the parent company.
The table sorts by plot area. At the top are 0301-9-4-0-0 with 44,269 m² and 0301-9-529-0-0 with 40,728 m², both in Oslo, and further down Oslo and Bærum alternate. The Apply column separates mixed use from office, retail and housing, so you see the composition without opening a single property. Click a row, and the property panel opens on it. The Ownership tree sub-tab shows the same properties as a tree when they are held through subsidiaries.
Who owns the owner
Ownership answers who the portfolio really belongs to. The overview counts shareholders, total number of shares and the largest ownership share, and states which year the figures are taken from: here three shareholders, 298,248 shares and 33.3% for the largest, as of 2025. The sub-tabs are Ultimate owners, Shareholders, Ownership tree and Conglomerate. Ultimate owners is the level a due diligence or an anti-money-laundering check asks for, because it is calculated through the whole chain and not just one step up.
What has been bought and sold
Transactions gathers the portfolio's registered sales. For Mustad Eiendom there are 249 property transactions with a total of 1.5 billion kr and the last registration in December 2022, and 91% of them are Free Sale. The list gives the date, matrikkelnummer, type and sale price per row, with mergers and demergers as a separate type without a price. The sub-tabs separate property transactions from ownership transactions and investments, which is the difference between selling the building and selling the company that owns it.
Finding the portfolio again
Next time you do not need to remember the name. Type the organisation number in the search field, with or without spaces, and the Results types column shows how many hits each category has. An organisation number gives one hit under Companies and none under the others, so you are there in one keystroke. It is also the way to get to the right company when several share a name: two companies can be called the same thing, the organisation number is unique.
The work list between sessions
Tags is the list that holds the work between sessions. You attach a tag to a property from Add tag at the top of the property panel, and the Tags panel in the left menu gathers all tagged properties as cards with matrikkelnummer, address and coloured markers. A property can have several tags, so the same building can sit in both "Vestkorridoren" and "Q3 review".
For portfolio work the point is the cross-categorisation: one tag per phase in a review, one per person responsible, one per portfolio. Show table at the bottom of the panel opens the whole selection as a table, and the eye icon hides the tag points on the map while you work on something else. Tags in detail describes the panel and the filters.
What changes
Government cases
Government cases pulls the kommune's case archive per property. Lilleakerveien 8 has 355 cases, from facade maintenance and signage to "Forslag til detaljregulering med konsekvensutredning til politisk behandling - Lilleakerbyen, Lilleaker/Lysaker" with 68 documents and a tunnel project with 338. A detailed zoning plan that goes to political consideration is the kind of case that changes the conditions for the whole neighbourhood, not just for the property it is registered on. The Show for selector at the top right switches which area the list covers, from this property to the surrounding neighbourhood, and that is where you find the cases the kommune has recorded against the road instead of against the plot.
Alerts when something happens
Coming soon!
Monitoring runs the kommune postal lists daily against the properties and areas in a project and sends the hits by email the next morning, with a keyword filter to cut away noise. Until then, Government cases is a manual lookup you do on the properties highest on the list.
The tenants
The Tenants tab in the property panel lists who is based at the property, taken from Brønnøysundregistrene. Lilleakerveien 8 has 20 tenants with registered employees and 153 without, 1,479 employees in total, and an average tenancy duration of 3.4 years against 2.7 years historically. The two largest are technical consultancies with 433 and 373 employees that have been there for more than nine years.
Average tenancy duration is an unweighted average and is not the same as WAULT, which weights by rental income. It is still the fastest signal of whether a building is stably let or has high turnover, and the combination of a long-standing tenant with many employees and a short average tenancy tells you that there are many small contracts sitting under the anchor tenant.
The portfolio on the map
A portfolio that sits together is a neighbourhood, and two map layers read it as one.
Ownership and Company Structure colours the properties by the kind of business the registered owner runs: letting of own property, development and sale, property management, housing co-operatives, public administration. Around a portfolio, this is the map that shows who your neighbours are, and whether the neighbouring plots are held by a property company that could be a counterparty in a transformation, or by private individuals who cannot.
Property prices lays the average sale price over the same area in nine steps, from under 2 million kr to over 25 million kr. This is the reference point against your own valuation: if the neighbourhood has moved since the last round, the portfolio has too. Analysis gives the same comparison as a table and chart for a defined area.
Out of Placepoint
The tenant list downloads as Excel from the download icon above the table. A selection from Tags or Filter is exported the same way, with address, matrikkelnummer, area, owner and latest transaction data. The URL in the address bar is stable and points at the matrikkelenhet, so a colleague who gets the link opens the same panel. Import, export and sharing covers the rest, including map printing.
Projects, activities and reports
Coming soon!
Projects will be the workspace around a portfolio, with the properties gathered in Properties, the geography in Areas and the follow-up as a chronological log in Activities. Reports gives periodic documentation with the figures gathered, including Portfolio and Tenants. Until they are out, Tags holds the portfolio, and the screenshots from the panels go straight into the board report.
Neighbouring areas
- Understand a property and its context for the detailed lookup on the one property that has something coming up.
- Assess risk when an event on a portfolio property calls for a new review.
- Analyse value and potential when the value estimate needs to be set again.
- Find a property and opportunities when a contract runs out and the portfolio needs topping up.