AssetView Panoramics

included in your Assetview subscription

Manage your Real Estate Returns

clarity, control, and data that drive better real estate investments decisions

AssetView Real Estate

Centralized dashboard provides a comprehensive overview of your real estate holdings
across all geographies, property types, and ownership interests
Unified view across relationships
every partnership, bank, account, and real estate asset
Consolidated, consistent performance analytics
apples-to-apples performance metrics across all property types
Manage real estate easily amongst other asset classes
dashboards that aggregate and normalize data for real estate alongside stocks, alternatives, and private funds
Comprehensive solution for tracking and analyzing your property positions and transactions
supports custom fields for tracking and managing unique traits per real estate holding
Supports flexible ownership structures
for single and multi-asset real estate management within complex ownership structures

control your real estate financial future - build wealth with ease and confidence

Automatic

net worth and holdings update automatically as new financial data arrives

Zoom Lens

from your portfolio to your real estate holdings to a real estate asset

Time Savings

manage your financial picture in one dashboard

AssetView's Panoramics brings real estate management into the context of a broad portfolio

Clarity → One clear view across properties, investments, and partnerships
Control → Visibility into cash flows, tax impacts, and performance
Confidence → Make smarter decisions with complete information
Privacy → Your personal real estate investment data stays secure and confidential
Time → Less effort collecting data, more time to focus on opportunities

Tracks asset specific cash flows with complex ownership structures
AssetView's lots track investment dates and cost basis including fees
Projected mode enables transactional level planning to manage cash
Anticipate tax liabilities and liquidity needs
Audit trails and transaction records simplify preparation for accountants and tax advisors

Know how you're really doing - see your true performance
Transactional investment analysis with IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
Real-time return calculations even when crunching high investment transaction counts
Profit from institutional-level analytics usually reserved for family offices and private funds

Tailored views to see your real estate performance the way you want to
Holistic view and helpful detail → go beyond standard fragmented snapshots - see the whole picture
Situation specific views → from big-picture real estate summaries to deep analytics for investment analysis
Customizable dashboards
Customizable data filtered views

Private, low cost, unified, powerful, insightful - AssetView Panoramics excels