Portfolio Asset Tracking for Real Estate Capital Groups | monday.com Workflows
Автор: Purple Plum Consulting
Загружено: 2025-12-16
Просмотров: 23
Описание:
In this clip, we showcase how real estate capital groups use monday.com as a portfolio asset master system—bringing all properties, projects, and financial data into one centralized view.
Learn how to:
• Maintain a single source of truth for assets
• Track property-level data across portfolios
• Connect acquisitions, renovations, and dispositions
• Build executive dashboards for portfolio oversight
This setup is designed for investment firms and operators managing multiple assets, regions, or strategies.
#mondaydotcom #realestateportfolio #assetmanagement #capitalmanagement #workflowautomation #PurplePlumConsulting
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