DantePM

Portfolio

Upcoming events & reminders — next 90 days

Properties

PropertyMunicipalityStatusOwnershipMonthly incomeActions

Rent Roll

Property:

Property	Suite	Tenant / Type	Lease Type	Start	Expiry	Mths rem.	Monthly rent	Escalation	Notes

Improvement projects

Property:

Project / PropertyStatusTarget dateBudgetProgress

Lease event calendar

Property: Event type:

Date	Event	Property	Suite / Tenant	Current rent	New rent	Change	Notes

Reports

Portfolio Register

Property details — status, ownership, financials, zoning, mortgage, and goals.

Rent Roll

Active leases with rent steps, escalation types, months remaining, and expiry dates.

STR Income — Fullhome Statements

Short-term rental income tracker. Select an STR property to view monthly statement history, booking detail, and expense breakdown. Upload reminder is set for the 10th of each month.

Lease Calendar

Rent steps, lease expiries, renewal deadlines, and termination risks by date.

Project report

Improvement projects with status, milestones, budget, and progress.

Profit & Loss Statement

Monthly or annual income vs. expenses per property. Pulls rent roll, STR payouts, and logged expenses to produce a full P&L. Select a property and period to generate.

Full portfolio export

All reports for a selected property (or the entire portfolio) exported as separate CSV files.

Property tasks

Property: Category: Status:

TaskCategoryDue datePriorityStatusActions

Property expenses

Property: Category: Year: Month:

DateDescriptionPropertyCategoryAmountActions