Portfolio structure
Organisations, portfolios and workspaces, with access resolved per workspace and money, dates and rules following each country.
Portfolios
Portfolio and asset management across every building.
See every building at once: what needs attention, where money goes, which duties are proven and where value is at risk — across countries, currencies and administrations.
For investors, owners and asset managers responsible for many buildings.
What a portfolio team uses.
Ask the portfolio
Plain-language questions across recorded property data. Every answer shows how the question was read.
Finance and CapEx
Figures per administration and currency from posted entries, and CapEx plans built from the asset base.
A quarterly portfolio review.
One set of figures, read from the buildings.
- Attention. Each building shows what is late, unproven or at risk — with the record behind every flag.
- Questions. The team asks the portfolio in plain language and checks how each answer was read.
- Figures. Income, cost and CapEx come from posted entries per administration; currencies are never summed.
- Decisions. Investment cases are prepared with their evidence and decided by the people with authority.
Where portfolio teams start.
Usually with the portfolio structure and one set of figures.
- Organisations, portfolios and workspaces
- Attention and compliance across buildings
- Figures per administration and currency
- CapEx plan for the portfolio
Starting point: Control property value · Starting point: Operate a portfolio
How a first deployment runs.
One portfolio, a few use cases that matter, and the people who own them. Each phase says what we do and what we need from you.
- Scope. Choose one portfolio and the first use cases, and name the person who owns each one. What we need from you: A list of the buildings in scope and a sponsor who can decide.
- Connect. Import buildings, units, assets, leases and documents, and connect the systems you keep. What we need from you: Your current registers and spreadsheets, and access to the systems you want connected.
- Configure. Set up workspaces, roles, approval steps and the country rules that apply to your properties. What we need from you: Who may see, approve and pay what — written down once.
- Go live and review. Your team runs the first workflows. Agents stay off until you turn them on, and every step is logged. What we need from you: Time from the people who will use it, and a review of data quality and the next use case.
Phases, not promises: timing depends on your data, your systems and the scope, and is agreed with you before work starts.
Available today. Configured for you. Connected. Governed.
What Residention does out of the box, what is set up for your portfolio, how it connects to your systems — and what always stays with your people.
Available today
- Property, building, floor, space and asset records
- Work orders, planned maintenance, inspections and compliance evidence
- Service desk with resident and supplier portals
- Lease register, invoices, approvals, journals and VAT per administration
- Maintenance plans, budgets, CapEx and projects
- Document index with versions, review and in-browser viewing
- smartAI assistance that shows its sources
Configured for your portfolio
- Organisations, portfolios and workspaces
- Roles, permissions and approval steps
- Country rules — VvE, HOA, WEG or Comunidad — currencies and dates
- English, Dutch, German and Spanish
- Custom fields, registers and inspection templates
Connected through integrations
- Registers, finance, calendar, mail, directory and meter connections listed on the integrations map
- File exchange for maintenance plans, project schedules and BIM (IFC, COBie)
- Excel, CSV, email intake and webhooks for everything else
- Building systems such as BMS and sensors: a read-only layer in development — Residention never controls plant
Always governed by your people
- Money, contracts, complaints, deletions and outside messages need a person
- Agents act only with an owner, a purpose, an expiry and exact permissions
- Every action logged with who, when, why and the evidence
- Access resolved per workspace; a request without scope returns nothing
Not claimed: universal live BMS or sensor connectivity, full BIM interoperability, real-time simulation, predictive maintenance or autonomous technical control.
See every integration · Security and governance · Trust Centre · Follow one day in one building
See it on your own portfolio.
Book a demo and we will walk through these workflows with your own buildings in mind.