Properties List

SharePoint list to track properties and key portfolio details, with quick links to each property site, designed for property management and investment firms.

Overview

Centralized SharePoint list displaying all managed or owned properties in one place
Tracks key portfolio details such as property type, address, acquisition date, valuation, and occupancy rate
Links directly to each property’s SharePoint site or document library for detailed records and site-specific content
Built entirely with Microsoft Lists and seamlessly integrated into SharePoint and Teams
Ideal for real estate, asset management, and investment firms

Benefits

Portfolio visibility: instantly view all properties, their locations, and operational status
Integrated access: jump directly from the list to each property’s SharePoint site
Efficiency & accuracy: keep financial and operational data updated in real time
Better collaboration: property managers, finance, and maintenance teams share one source of truth
Fully out-of-the-box: No Power Apps or third-party tools required