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Portfolio valuations: see what your portfolio is worth

Every asset in Portfolio shows its latest valuation from your most recent underwrite. Select any set of assets for a combined total, and open the Rapid Screener from any tile.

What you’ll see

The Portfolio Overview now shows a valuation band at the top: total portfolio valuation and per-unit value, how many assets have been underwritten, and how many of those valuations are current, stale, or missing. Portfolio NOI, net potential rent, average occupancy and data coverage sit alongside.

Where the number comes from

Each asset’s valuation is the purchase price from your most recent saved underwrite on that property. It’s timestamped with the as-of date of that underwrite. If the underwrite is older than 90 days, the asset shows a Stale flag with the age in days. Assets with no saved underwrite show no valuation and a Run Underwriting link.

Selecting assets

Tick any set of assets in tile or list view. The selection bar at the bottom shows combined units, combined valuation, and valuation per unit for the set, and tells you how many of the selected assets are valued and how many are stale. Selections are kept when you re-sort.

Sorting

Sort by Latest Valuation, by Valuation Age, or by Data Coverage (ready first). The valuation column is available in list and map views.

Rapid Screener on the Portfolio page

Open the screener from any asset tile or list row. You’ll see your latest underwrite’s figures and the levers to adjust: purchase price, exit cap, hold period, rent growth, LTV. Changes are what-ifs; they don’t change the saved valuation. Download Underwrite opens the model itself.

Keeping valuations current

Today the valuation updates when you run a new underwrite. Run Underwrite on a stale asset and the valuation and as-of date refresh. Keeping valuations current automatically as new financials land is where Autopilot takes this next.

FAQ

Why is an asset showing no valuation? It has no saved underwrite yet. Run one and the value appears.

Why is a valuation stale? The latest underwrite is more than 90 days old. Run a new one to refresh.

Is this an appraisal? No. It’s your own underwrite’s purchase price, shown back to you. It’s for portfolio tracking and reporting, not a substitute for a formal valuation.