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
Properties List Gallery View
Properties List Grid View
Properties List Grouped View
Properties List Data Entry
Properties List Filtering