For portfolios

The portfolio view you currently rebuild by hand

Once there are more than a few properties, the honest answer to how the portfolio is performing is usually an evening with a spreadsheet.

Why the portfolio view is always out of date

  • Each property's numbers live in a different file.
  • Works costs never make it back into the performance picture.
  • Compliance dates are tracked separately, if at all.
  • Any question from a lender starts a small research project.

What it does for you

Deal

Every purchase carries its appraisal into the portfolio rather than leaving it behind.

Deliver

Works and costs feed the performance picture as they happen.

Hold or exit

Compliance, refinance and sale tracked per property and rolled up across the portfolio.

How it works

  1. 1Hold every property as one record.
  2. 2Keep appraisals, works and costs attached to it.
  3. 3Track compliance and refinance dates.
  4. 4Review performance across the whole portfolio.
  5. 5Exit with the full history behind the number.

Performance built from real project data

Because the appraisal and the works costs are already in the system, the portfolio view is a consequence of running the projects rather than a separate reporting exercise.

Not a rent tracker

BRICKS is about the development and asset lifecycle. If your only need is collecting rent and chasing arrears, a lettings product will serve you better.

Where it is not the right tool

Passive buy-to-hold investors with no works programme will find most of BRICKS unused.

What it costs

One subscription, everything included, with a 14-day free trial and no card needed to look around the demo first. See BRICKS.

Your data

We are a UK-registered company, registered with the ICO, and card details are handled by Stripe rather than by us. We publish what we can evidence and flag what we have not verified yet on our security and data page.

Common questions

Does it replace my accountant?

No. It gives you management information about each property and the portfolio; statutory accounting stays with your accountant.

Is there a trial?

Yes, 14 days free, and the demo is open to explore first.

Try it on one real job

Fourteen days, everything included. Already running your business somewhere else? We will help you get set up.