Robert introduces Portfolios and shows how to roll multiple properties into one view, then pull portfolio-level reports like Cash Flow Analysis and Budget Comparison without ever burning a license.
Robert references this related Budget Byte:
TL;DR
Portfolios lets you roll multiple properties into a single view and pull portfolio-wide reports straight from the Portal, in about a minute, without consuming a license. Two reports stand out: the Cash Flow Analysis report and the Budget Comparison report, and you can only get them through Portfolios. It is already included in your Kardin subscription, with free roll-ups of up to three properties.
Are you a high-level user who needs to see the big picture: your entire portfolio, or select parts of it, at a glance?
In this Budget Byte, Robert shows how Portfolios does exactly that, and the best part is it is already set up in your system.
Roll your properties together
Inside Portfolios you can group properties for reporting. Robert walks through two examples: a single-property portfolio, and one that rolls four properties together for reporting purposes. Once properties are grouped, their numbers report as one.
Only manage a single property and wondering why you would bother? You are not alone, and there is a good reason to do it anyway. Robert makes the full case in a companion Budget Byte on Portfolios and speed. It might change your mind. Read it here: Budget Bytes: why single-property users should still use Portfolios.
Portfolio-wide reports, without a license
This is where Portfolios earns its keep. Right from the Portal, without consuming a license, a user can pull a report that covers the entire portfolio in about a minute. You choose the year, the format (Excel, PDF, or rich text), and whether to report by cost center, property, or portfolio.
And this is not just the 2025 Monthly Budget Summary for one property. It is every property’s monthly budget summary, combined into one.
The reports you can only get from Portfolios
Some reports live only in Portfolios, and they are built for exactly the person managing at the portfolio level.
The Cash Flow Analysis report is the standout for asset managers. Open the generated Excel file, jump to the second tab, and you get net income, ending balance, and debt service coverage ratio across the entire portfolio. Expand it as far as you want and you will see sources of cash, uses of cash, a rolling monthly ending balance, and a DSCR, at whatever level of detail you need.
The Budget Comparison report is the other one to know. It gives you summaries by property, detail by property, summary by cost center, and detail by cost center, with multi-building properties split out into their individual cost centers. It is an excellent way to compare budgets side by side, apples to apples.
Getting started
Portfolios is already included in your Kardin subscription. The free version lets you roll up to three properties together at one time. If you want to roll more than three properties together, send us an email and your account manager will get it set up and walk you through the process.
Want to see more of what Portfolios can do? Check out the companion Budget Byte linked above.
Ready to streamline your CRE budgeting? Contact Kardin today to learn more about Portfolios and our reporting capabilities.
More Budget Bytes on Portfolios and reporting