Portfolio: Your Rental Properties at a Glance
The Portfolio view is your bird’s-eye view of every property you manage — monthly financials, YTD net, open maintenance counts, and lease type breakdown on scannable property cards. Click any card to open the full property detail with ten tabs covering every operational aspect of that property.
In This Section
The Portfolio List View
The header shows your active property count and total unit count. Three KPI tiles sit above the property grid:
| KPI | What it shows |
|---|---|
| Income (this month) | Sum of all confirmed credit transactions this calendar month, all properties |
| Expenses (this month) | Sum of all confirmed debit transactions this calendar month, all properties |
| Net P&L | Income minus expenses for the current month |
What Each Property Card Shows
- Property name — links to the detail view
- Location — city and state
- Status badge — Active · Under Renovation · Off Market · Sold
- Unit count — with lease type breakdown (Mixed / Short-term / Long-term)
- Monthly financials — Income, Expenses, Net (this month)
- YTD Net — year-to-date net with ± sign (shown if non-zero)
- ROI % — if purchase price and loan balance are recorded
- Maintenance — open request count (amber) or “No open requests” (muted)
Click anywhere on a card to open that property’s detail.
Property Detail: 10 Tabs
Every property has a full detail page accessible from the Portfolio list. The URL is /portfolio/[property-id]. The active tab persists in the URL (?tab=units, ?tab=obligations, etc.).
1. Overview
YTD financial summary (Income, Expenses, Net, Equity) and property details grid (address, owner, purchase date, purchase price, current loan balance, unit counts).
2. Units
All units for this property — bedrooms, bathrooms, sqft, lease type, active status. Add, edit, or remove units here. See Units & Lease Types for the full guide.
3. Obligations
Recurring financial commitments: mortgage, insurance, utilities, HOA, warranty. Urgent items show a red alert banner at the top. See Obligations.
4. Access Notes
WiFi credentials, door codes, lockbox combinations, gate codes. Visible to Owner and Manager roles only — Accountants and Maintenance staff cannot see this tab. Content is blurred by default; click Reveal to read it. Every reveal is logged. See Access Credentials.
5. Maintenance
Work order queue scoped to this property. Shows open and in-progress requests. “New Request” button creates a request pre-linked to this property. See Maintenance Requests.
6. Contacts
Property-specific contacts — vendors, service providers, insurance agents, property managers. Add, edit, or remove contact cards. Notes and document links per contact. See Contacts for the org-wide contacts view.
7. Bookings
All confirmed income transactions with check-in dates for this property — presented as a booking ledger (guest name, platform, dates, nights, amount). Add a booking directly here or from Money.
8. Calendar
Occupancy calendar for this property — check-ins, check-outs, insurance renewal dates, and maintenance windows in a month view. See Calendar for the full portfolio calendar.
9. Documents
Documents attached to this property — leases, contracts, permits, receipts. See Documents for the full guide.
10. Guest Welcome (Investor plan and above)
Shareable check-in guides for each short-term rental unit on this property. Includes welcome message, check-in/check-out instructions, WiFi, door code, and local tips. Generates a shareable link guests can access before arrival. Requires at least one active short-term unit and the Investor plan. See Guest Welcome Packets.
Tabs with pending attention show a badge count — a red dot on Obligations if any obligation is urgent, a number on Maintenance if requests are open.
Adding a Property
Click Add Property from the Portfolio list. The form asks for:
- Property name (required)
- Street address, city, state, ZIP, country (required)
- Owner name — individual, LLC, or trust (required)
After saving, you’re taken to the new property’s detail page. Add units next — you need at least one unit before recording income or expenses.
If you’ve reached your plan’s unit limit, the Add Property form will show an upgrade prompt. You cannot add the property until you upgrade or free up unit slots by marking properties Off Market or Sold.
Properties vs. Units: The Core Concept
A property is the physical address — the building. It holds shared costs:
- Mortgage payment
- Property insurance premium
- HOA fees
- Property taxes
A unit is the rentable space inside the property — what generates income. A duplex at one address has two units.
The rule: Record income and unit-specific costs (a repair in unit 2) on the unit. Record shared costs (the mortgage) on the property.
A duplex with two $1,200/month tenants generates two $1,200 credits (Unit A and Unit B). The $2,100 mortgage goes on the property. Net P&L per unit stays clean without manual cost allocation.
Property Status Options
| Status | Meaning | Units count toward billing? |
|---|---|---|
| Active | Currently rented or available to rent | Yes |
| Under Renovation | Owned, not rentable, tracking rehab costs | Yes |
| Off Market | Owned, not listed — between tenants, seasonal | No |
| Sold | Out of your portfolio | No |
Marking a property Off Market or Sold frees up its unit slots immediately but preserves all transaction history, maintenance records, and reports. Nothing is deleted.
Billing Is Unit-Based
Your Estavo plan is based on active rental units — not properties.
| What you manage | Unit count |
|---|---|
| 3 single-family homes | 3 units |
| 1 duplex + 1 house | 3 units |
| 5 vacation rental cabins | 5 units |
| 10-unit apartment building | 10 units |
A duplex owner has 2 units and needs at least the Host plan. An investor with 3 single-family rentals has 3 units — same plan covers them.
Frequently Asked Questions
How do I track rental income for each unit separately?
Income transactions attach to a specific unit. When you record rent for Unit A, select Unit A in the transaction form. The Money view can be filtered by unit. Reports break down per unit. You always know exactly what each rentable space earns.
Can I add a property without any units yet?
Yes, but you’ll need at least one unit before recording income or expenses for that property. Estavo prompts you to add a unit immediately after saving a new property.
Does marking a property as Sold delete my transaction history?
No. Sold status deactivates units (freeing billing slots) but preserves all data — transaction history, maintenance records, obligations, and reports stay fully accessible. You can still run reports filtered to include sold properties.
How many properties can I have?
No property limit. Your plan limits the number of active units — but you can have as many property records as needed, with multiple units per property.