Manage portfolio

Portfolio management starts where the other use cases end: you have the properties, and the task is to keep the overview up to date.

In Placepoint Fusion, the portfolio sits as Tags or Projects. Activities under each project record follow-up points and events. The property panel gives you fresh facts when something happens and calls for a new assessment.

Who this is for

Portfolio managers, asset managers, property managers and ESG leads who need a continuous overview of a set of properties they own, manage or follow.

How to do it in Placepoint Fusion

1. Build the portfolio structure

Tags are your private working list. Create a tag from the left-hand menu, give it a name ("Portfolio Oslo", "Prospects Q3", "Logistics Østlandet"), and mark properties by opening the Property panel and tagging directly from the panel.

Tags are private unless you share them with the team. For a fund or an asset management team with shared responsibility, Projects is the natural level: shared with colleagues, linked to Activities and with room for notes and status history per object.

For larger portfolios with a geographic logic, use Areas to group by geography and run analyses on whole clusters at once.

2. Record events as Activities

When something happens to a property in the portfolio, open the Property panel and read the relevant tabs:

• Case records tab: new building cases, dispensations, complaints and orders from the municipal archive.
• Transactions tab: changes of ownership on the property or on neighbouring properties.
• Zoning tab: the current plan and the plan history.
• Tenants tab: updated tenant data from Brønnøysundregistrene.

Create an activity in the project's Activities tab, assign an owner and link to the property panel for context.

3. Follow up on events

Common follow-up situations:

• New order or complaint: read the Case records tab for details. Create an activity, assign an owner and set a deadline.
• Zoning change: read the Zoning tab to see what the plan involves. Assess whether this affects the value (see Analyse value and potential).
• Change of ownership in a neighbouring property: open the neighbouring property and read the Owners tab. Assess whether it signals transformation in the neighbourhood.
• Tenant change: read the Tenants tab for updated data.

4. Analyse and report

Analyze gives you portfolio-aggregated reports:

• Demographics report: population trends in the districts where the portfolio is concentrated.
• Price statistics report: transaction history and price trends for comparable properties.
• Nature values and objections report: for ESG follow-up of conservation interests near the portfolio objects.

The Reports module exports to PDF or Excel with links back to each object in Placepoint. It works well as the basis for a quarterly board report.

5. Export to a presentation

From the Tags panel: select the tag, click Export and choose Excel. The export includes address, matrikkel identifier, area, owner and the latest transaction data. Share individual properties with a stable URL from the address bar: the recipient opens the same property panel.

A concrete example

A portfolio manager has 34 active objects. Each week she opens the Tags overview, clicks the objects where there is something new in the Case records tab or the Transactions tab, and records follow-up points as activities in the project. An order to repair a roof structure is spotted in the Case records tab two days after it entered the municipal archive. An activity is created in the project and an owner is assigned. Time spent on the weekly review: one hour.

Neighbouring areas

Portfolio management draws on all the other use cases. When something happens:

• Understand a property and its context for a detailed look at the object that needs review.
• Analyse value and potential if the value estimate has to be reassessed.
• Understand risk and uncertainty after a negative event (an order, a complaint, a climate alert).
• Find opportunities after a notice to quit or a contract expiry.