Portfolio Analytics for Intelligent Asset Management
Centralized property allocation tracking, real-time performance metrics, and ROI analysis — built on SharePoint Online with enterprise-grade security. Make data-driven decisions across your entire real estate portfolio.
Analytics Modules
Six Powerful Analytics Views
Comprehensive portfolio intelligence across allocation, performance, traffic, operations, and more. Each module delivers real-time insights with interactive visualizations.
Property Allocation
Centralized view of property allocation across your entire portfolio. Track allocation status, space utilization, and pending assignments with real-time data synchronization.
Key Capabilities
- Property allocation tracking
- Space utilization analysis
- Allocation history
- Variance reporting
- Multi-property views
Performance Metrics
Real-time performance analytics with automated ROI calculations, NAV tracking, and yield analysis. Compare assets against benchmarks and identify optimization opportunities.
Key Capabilities
- ROI calculations
- NAV tracking
- Yield analysis
- Benchmark comparisons
- Trend visualization
Traffic Source Analysis
Understand where your leads come from and which channels drive the best results. Track conversions, measure marketing ROI, and optimize acquisition strategies.
Key Capabilities
- Lead attribution
- Source tracking
- Conversion funnels
- Marketing ROI
- Channel performance
Prelease Analytics
Track prelease velocity and revenue secured for upcoming lease periods. Monitor progress against targets and adjust strategies in real-time.
Key Capabilities
- Prelease tracking
- Velocity reports
- Unit-level analysis
- Revenue projections
- Target monitoring
Operations Tracking
Monitor operational efficiency across your portfolio. Track work orders, vendor performance, costs, and tenant satisfaction scores in one unified view.
Key Capabilities
- Work order tracking
- Vendor performance
- Cost analysis
- Tenant satisfaction
- Maintenance forecasting
Application Tracking
Complete visibility into your application pipeline from submission through approval. Track screening status, processing times, and conversion rates.
Key Capabilities
- Application pipeline
- Screening status
- Approval workflows
- Pipeline analytics
- Conversion tracking
Upstream Integration
Connected to Your Data Sources
Automated data synchronization from your property management systems. No manual exports or data entry — your portfolio analytics stay current with real-time connections to upstream systems.
Enterprise Security
Bank-Grade Security for Sensitive Data
Your portfolio data is protected with Azure AD SSO, DUO multi-factor authentication, SharePoint RBAC, and Microsoft Purview data classification. Enterprise compliance without compromise.
Azure AD SSO
Single Sign-On with your existing Azure Active Directory. Users authenticate once and access all portfolio data seamlessly.
DUO MFA
Multi-factor authentication via DUO Security for an additional layer of protection. Push notifications, SMS, and hardware tokens supported.
SharePoint RBAC
Role-Based Access Control at the property, region, and portfolio level. Control who sees what data with granular permissions.
Data Sensitivity Labels
Automatic classification of high-sensitivity data with Microsoft Purview. Encryption, DLP policies, and audit logging enforced.
Technology Stack
Built on the Microsoft Stack
Modern architecture leveraging SharePoint Online, React SPFx, Power Platform, and Azure services. Enterprise-grade technology you can trust.
SharePoint Online
Enterprise portal foundation with built-in security and collaboration features
React SPFx
Modern, responsive user interfaces built with SharePoint Framework and React
Power Automate
Automated workflows for data sync, notifications, and approval processes
Power BI Embedded
Interactive dashboards and reports with drill-down analytics
Azure Functions
Serverless data processing for upstream system integration
Azure SQL
Secure, scalable data warehouse for portfolio analytics
Data Flow
From Raw Data to Actionable Insights
Our automated pipeline transforms data from upstream systems into real-time portfolio analytics — no manual intervention required.
Data Collection
Automated data ingestion from upstream property management systems via secure APIs and scheduled syncs.
Transformation
Data normalization, validation, and enrichment using Azure Functions and Power Automate workflows.
Secure Storage
Processed data stored in Azure SQL with encryption at rest and SharePoint for document attachments.
Analytics Engine
Real-time calculations for KPIs, allocations, and performance metrics using DAX and Power BI.
User Interface
Modern React SPFx dashboards in SharePoint with role-based views and interactive visualizations.
Deployment
Development & Production Environments
Separate environments ensure safe testing and reliable production operations. Test new integrations, features, and data mappings in development before promoting changes to production.
What Our Clients Say
“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt
Director, Investments
BioMed Realty
“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao
Senior Vice President, CIO
BioMed Realty
“When we were looking to design and implement our new website, ARC was an invaluable partner. ARC assisted us in selecting a flexible platform and implementing our design ideas into a website that we can easily manage and update as we grow our business.”
Catherine Hastings
Chief Financial Officer
Innovative Industrial Properties
“Al Rafay Consulting went above and beyond to give us the Event Management tool that we needed to take our organization to the next level. Ali and his team developed an events management platform for San Diego Theatres, sat side by side with us while learning our industry and business model, and through it all exhibited patience, collaboration, and resolve to get it done.”
Kelly Bargabos
CFO/COO
San Diego Theatres
“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra
Director of Technology
CA Ventures
Frequently Asked Questions
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What is Portfolio Analytics Software?
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Ready to Unify Your Portfolio Analytics?
Schedule a demo to see how our Portfolio Analytics platform can transform your property allocation tracking and investment decision-making.