Portfolio helps you organize your real estate data, analyze KPIs, and explore asset performance through an intuitive interface — built for clarity and speed.
Portfolio brings together your assets, KPIs, and visuals – so you can explore performance from every angle. It’s built to support real estate portfolio management for property investors, fund managers, and valuation professionals.
See your full real estate portfolio neatly organized in one place. Quickly review key metrics, filter by property type or status, and easily track performance across all assets — helping you save time, identify opportunities, and make informed decisions faster.
See how your real estate assets perform over time with clear, interactive charts. Compare properties side by side, spot underperformers, and uncover trends in rent, yield, occupancy, and more — so you can focus on what’s working, fix what’s not, and plan with confidence.
Understand the geographic distribution of your real estate assets with an interactive map. Spot location-based trends, identify market gaps, and make smarter investment decisions based on where your properties are — from city-level details to nationwide coverage.
Get a structured view of your entire portfolio.
See all your assets in one place, with key metrics aligned in a clean, sortable table. Quickly scan performance, filter by type or status, and stay on top of every detail.
Track performance over time with precision.
Explore how your assets evolve using dynamic charts. Compare multiple assets side-by-side, identify underperformers, and detect trends that matter.
Visualize your portfolio geographically.
Understand your assets in spatial context — from city-level coverage to nationwide distribution. Navigate between views and uncover insights based on location.
All-in-one platform for cash flow modeling, reporting, and market data.
ModelTree is a powerful platform for cash flow modeling, valuation, and reporting in real estate and private equity. It helps professionals forecast cash flows, manage large portfolios, and generate detailed reports with ease. With customizable models, real-time data integration, and dynamic reporting, ModelTree supports strategic, data-driven decision-making.
Explore ModelTree
Compare and analyze property market data across submarkets for strategic insights
Exquance Insights is a data analytics platform that delivers real-time market intelligence for real estate professionals. With powerful visualizations and advanced analytics, it helps users uncover trends, evaluate risks, and make data-driven investment decisions. From market data to portfolio KPIs, Insights turns complex data into clear strategic value.
Explore Insights
Manage real estate and private equity funds, capital calls and distributions securely online.
Fundy is a comprehensive, web-based platform designed to streamline and secure every stage of fund administration for property and private equity fund managers. It simplifies the complexities of fund management, from tracking investor transactions to calculating capital calls, distributions and fees.
Explore Fundy
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To leverage the full capabilities of Exquance Portfolio, a valid ModelTree license is required. ModelTree serves as the foundational platform for cash flow modeling and asset management, providing the data and structure that Portfolio utilizes for advanced analysis and visualization.
Yes, Portfolio supports any kind of real estate asset types including residential, commercial, industrial, and mixed-use properties — all within the same platform.
Data security is a top priority. Portfolio uses industry-standard encryption and secure cloud hosting to protect your real estate data and ensure confidentiality.
Portfolio seamlessly integrates with ModelTree for portfolio management and valuation, as well as Exquance Insights for market data. This integration enables unified data access and enhanced analysis across your real estate workflow.
Portfolio is a web-based application accessible via modern browsers like Chrome, Firefox, Edge, and Safari. No installation is needed. For the best experience, ensure you have a stable internet connection and an updated browser.
Let’s discuss your key challenges and show how Exquance Insights can streamline your market data analysis and support smarter real estate investment decisions.
Organize and visualize your real estate data
Track and compare portfolio KPIs over time
Map assets for geographic insights
Provide clear, interactive performance reports
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