The Challenge
Managing a diverse real estate portfolio across multiple properties, markets, and rental strategies creates data chaos. Performance data lives in different property management systems, banks, and spreadsheets. I needed a unified view to make better investment decisions.
The Solution
I built a portfolio analytics dashboard that aggregates data from all sources into a single source of truth:
- Unified financial reporting across all properties
- Performance benchmarking by property type and market
- Occupancy and revenue tracking for STR and LTR properties
- Expense categorization for tax and optimization insights
Technical Implementation
The analytics platform combines multiple data sources into a clean, queryable structure:
- Python for data ingestion and transformation pipelines
- React frontend for interactive dashboards
- GCP infrastructure (Cloud Functions, BigQuery) for scalable processing
- Looker for self-service analytics and reporting
- API integrations with property management systems and banks
Key Features
Portfolio Dashboard
A single view of total portfolio value, cash flow, and returns. Drill down into individual properties or roll up by market or strategy.
Performance Metrics
Track key metrics including cap rate, cash-on-cash return, occupancy rate, ADR (for STR), and expense ratios. Compare against targets and market benchmarks.
Cash Flow Forecasting
Project future cash flows based on historical patterns, seasonality, and planned expenses. Identify potential shortfalls before they become problems.
Tax Reporting
Categorize expenses automatically for tax preparation. Generate reports for Schedule E and depreciation tracking.
Results
The analytics platform transformed portfolio management:
- Single source of truth for $5MM in real estate assets
- Faster decision-making with real-time performance visibility
- Identified optimization opportunities saving $20K+ annually
- Simplified tax preparation with automated categorization