Real Estate Portfolio & Rent Roll Power BI Template
Optimize property management with our Power BI template. Track NOI, occupancy, rent collection, and WALT for commercial and retail portfolios.
This comprehensive real estate analytics template provides property managers and investment funds with a single source of truth for portfolio performance. The dashboard integrates critical financial metrics such as Net Operating Income (NOI) and rent collection efficiency across various property types including retail, office, and logistics. By visualizing the gap between potential and collected rent, stakeholders can immediately identify underperforming assets and revenue leakage. The Rent Roll and Executive Summary pages offer deep dives into lease expiry windows and tenant arrears. With dedicated sections for Weighted Average Lease Term (WALT) and aging buckets, this template facilitates proactive risk management. The design is optimized for high-level executive reviews while providing the granular detail necessary for operational property management, ensuring all data from occupancy to renewal rates is actionable.
- Track Portfolio Occupancy and physical vacancy across diverse asset classes.
- Monitor Net Operating Income (NOI) by property type to evaluate asset performance.
- Analyze arrears outstanding by aging buckets from current to 90+ days.
- Visualize potential versus collected rent trends over a rolling 12-month period.
- Manage lease risk with dedicated lease expiry window indicators for the next year.
- Evaluate tenant health with a top tenant arrears leaderboards.
- Identify trends in WALT and renewal rates to forecast portfolio stability.
- Fully compatible with Power BI Desktop and Power BI Service for cloud sharing.
- Easily connects to Excel, SQL, or ERP data sources common in real estate.
- Designed with a modular layout for quick additions of regional or property filters.
- Uses standard DAX measures for calculating financial and occupancy ratios.
- Overview
- Executive Summary
- Occupancy
- Collection rate
- Renewal rate
What software is required to use this real estate template?
This template is designed for Power BI Desktop and can be published to the Power BI Service for web-based access and sharing.
How many dashboard pages are included in this report?
The template includes two main detailed reporting pages: a Portfolio Overview and a Rent Roll, Leases & Collections page, plus a navigation menu for deeper metric analysis.
Can I customize the property types and cities?
Yes, the filters for City, Property Type, and Lease Status are dynamic and will update based on the data you load into the template.
Does the dashboard support multiple currencies?
The screenshots show labels in SAR M; however, you can easily change the currency labels and formats within Power BI to suit your local region.
Is it possible to track individual unit performance?
Yes, the 'Unit rent roll' table provides granular details including Unit Type, Tenant Name, and specific Arrears vs. Potential Rent figures for every unit.