Portfolio Management

Multiple concurrent projects. One platform.

The moment you have two active projects, the spreadsheet model breaks down. Numbers live in separate files. Comparisons are manual. Reporting to partners and lenders takes a weekend. PropertyDevPro consolidates your whole development pipeline into one live view.

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Pipeline overview

All your projects. One view.

PropertyDevPro gives you a live pipeline view across all active projects. Margin, peak debt, status, and settlement timing — at a glance.

Portfolio pipeline

3 active projectsAggregate GDV $12.4M
ProjectStatusMarginPeak debtSettlement
Roskill South — 6 unitsUnder construction24.2%$1.84MMar 2026
Glen Innes — 3-lot subConsent lodged21.8%$780KAug 2026
Papakura — 12 unitsFeasibility27.1%$4.2MJan 2027
Portfolio total24.4% avg$6.82MRolling

Illustrative portfolio view. All values update in real time as you update each project.

Why it matters

Aggregate exposure is the number your bank cares about

Individual project feasibilities are useful. But when you have three active builds, your bank, accountant, and investor partners want to know your total committed exposure, your total settlement pipeline, and whether your current portfolio generates enough return to justify the risk. PropertyDevPro gives you this view without manual aggregation.

Total peak debt

$6.82M

Across 3 active projects at their respective peaks

Portfolio IRR

18.4%

Blended project-level IRR across active pipeline

Settlement pipeline

$12.4M

GDV due for settlement over next 18 months

Portfolio features

What the platform does for multi-project developers

Portfolio dashboard

One screen showing every active project's margin, peak debt, status, and settlement timeline. No spreadsheet stitching.

Aggregate IRR

See blended portfolio IRR across all projects so you can assess whether your pipeline is hitting your return threshold.

Cash flow overlay

Overlay cash flow curves from multiple projects to identify months where draws across projects peak simultaneously — the crunch point your lender needs to see.

Role-based access

Give your accountant view-only access. Give your QS access to cost input only. Investors see the summary dashboard without accessing full project detail.

Status tracking

Each project moves through pipeline stages: Feasibility, Under Offer, Consenting, Under Construction, Settled. Filter the portfolio view by stage.

Data isolation

Each project is stored separately with full data integrity. No risk of accidental cross-project formula errors as you would get in a multi-tab spreadsheet.

Who this is for

Portfolio management is for active development companies

Development company (2–6 staff)

Running 3–8 projects at various stages concurrently. You need your director to have a live view, your project manager to track actuals, and your accountant to access reports without you emailing files.

Active private developer

You have a day job but run 2–3 projects a year. The portfolio view lets you track all projects without maintaining separate spreadsheets for each one.

Developer + investor partnership

You structure each project with a different JV partner. Role-based access means each investor sees their project without seeing others in your portfolio.

Builder-developer

You build your own projects and take on contract builds. The portfolio view separates own-account developments from contract projects with different return metrics.

Ready to try it on a real NZ project?

14-day free trial, full Professional access, no credit card required.

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