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Interactive Demo

Portfolio Overview

Sample UK property portfolio · 6 properties · £1.84m portfolio value

Portfolio Value

£1,840,000

6 properties

Monthly Income

£8,450

Active tenancies

Net Yield

7.4%

Annualised

Monthly Cash Flow

£4,820

After mortgage & costs

Portfolio Health Score

Weighted across financial, compliance, occupancy, debt and maintenance

Healthy
87
Health Score
Financial Health 30%92/100
Compliance 25%78/100
Occupancy 20%100/100
Debt Management 15%85/100
Maintenance 10%80/100
Flagship feature

AI Portfolio Intelligence

Rule-based intelligence engine analysing rents, yields, compliance, refinancing, void costs and growth opportunities — surfaced as actionable, investor-grade recommendations.

4
Total Insights
1
Action Required
2
Opportunities
1
For Review

Portfolio Benchmarks

Gross Yield
9.2%
Market: 6.5% · Target: 7%
Net Yield
7.4%
Market: 4.5% · Target: 5.5%
LTV
63%
Market: 65% · Target: 70%
Occupancy Rate
83%
Market: 95% · Target: 98%

Rent review opportunity

Medium

14 Victoria Road, LS6 1PF

14 Victoria Road is approximately 8% below market rate for a 3-bed terraced in Leeds. Consider a rent review at next renewal.

Impact+£96/mo potential
Recommended Action

Review comparable Rightmove listings and propose a £100/mo uplift at renewal.

EICR expiring soon

High

27 Oak Street, M14 5SZ

27 Oak Street EICR certificate expires in 36 days. Statutory requirement for letting.

ImpactCompliance risk
Recommended Action

Book an EICR inspection within the next 14 days to avoid lapse.

Refinancing opportunity

Medium

92 Park Lane, B15 2TT

92 Park Lane mortgage rate 1.8% above current 5-year fix average. Worth reviewing.

Impact~£180/mo saving
Recommended Action

Contact your broker 3 months before product end to compare fixed-rate offers.

Yield improvement opportunity

Low

3 Mill Court, NG1 5FS

3 Mill Court net yield of 4.2% sits 1.3% below your portfolio average. Currently void.

Impact1.3% below average
Recommended Action

Aggressive marketing or short-term rent reduction could reduce void days and lift overall yield.

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Properties

Your investment properties at a glance

Add your properties
14 Victoria Road
Leeds, LS6 1PF
occupied
3 bed · TerracedEPC C
Value
£285,000
Rent
£1,200/mo
27 Oak Street
Manchester, M14 5SZ
occupied
4 bed · Semi-detachedEPC B
Value
£340,000
Rent
£1,650/mo
Flat 8, The Granary
Sheffield, S1 2BW
occupied
2 bed · FlatEPC C
Value
£195,000
Rent
£875/mo
92 Park Lane
Birmingham, B15 2TT
occupied
5 bed · DetachedEPC D
Value
£520,000
Rent
£2,400/mo
3 Mill Court
Nottingham, NG1 5FS
void
1 bed · FlatEPC C
Value
£145,000
Rent
£725/mo
16 Bridge Street
York, YO1 6DD
occupied
3 bed · TerracedEPC B
Value
£355,000
Rent
£1,600/mo

Compliance

14 Victoria Road
Gas Safety
82d remainingvalid
27 Oak Street
EICR
36d remainingexpiring
92 Park Lane
EPC
49d remainingexpiring
3 Mill Court
Gas Safety
181d remainingvalid

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