Portfolio Management Platform for Owner Developers

Manage Your Real Estate Portfolio from Development to Operation

Built for owner developers who need to maintain oversight of their assets, ensure compliance, track capital improvements, and manage the complete lifecycle of their properties.

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Portfolio Oversight Dashboard

Centralized view of all your owned properties with asset counts, compliance deadlines, capital improvement schedules, global search, and quick access across your entire portfolio.

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Development Pipeline Tracking

Track development opportunities from acquisition through completion. Manage design teams, development contacts, addresses, and seamlessly transition developments into operational properties.

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Asset & Unit Tracking

Complete details on your owned properties including buildings, sites, units, unit types, accessibility features, LIHTC compliance, set-asides, and affordability period management.

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Compliance & Task Oversight

Property-specific and portfolio-wide recurring tasks with configurable reminders, completion tracking, occurrence history, and multiple recurrence options (monthly, quarterly, semi-annual, annual).

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Financial Management

Multi-position loan tracking, replacement reserve management with withdrawal documentation, rent increase history, reporting periods with occupancy tracking, and comprehensive budget fields.

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Building Systems

Track HVAC, electrical, plumbing, and other building systems with maintenance notes, system types, and detailed records for both properties and developments.

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Capital Improvements

Document major property improvements with type, cost, status, funding source, vendor details, and completion tracking for owner reporting and capital expenditure management.

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Unit-Level Capital Assets

Track appliances and flooring per unit with Energy Star ratings, warranty info, brand/model details, serial numbers, unit turn scheduling, and color specifications.

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Documents & Notes

Hierarchical document organization with sections, secure cloud storage, full-text search, plus organization notes for asset management, development, and personal use with pinning capability.

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Inspection & Compliance

Track inspections by regulatory agencies with response time requirements (24hr, 48hr, 72hr, 30-day, 60-day), LIHTC Year 15 tracking, and inspection report management.

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Team & Contact Management

Track property staff including managers, maintenance, custodians, and resident service coordinators. Manage property contacts, development contacts, and stakeholder relationships.

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Insurance & Risk

Track insurance brokers and providers with contact details, coverage types, and documentation for complete risk management oversight.

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Building & Site Organization

Organize properties into buildings and sites for multi-building complexes, with detailed location tracking, common areas, and amenities documentation.

Utilities Management

Track utility providers, account information, payment responsibilities, appliance-specific utility consumption, and rate increase history.

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Parking Management

Track parking spaces with custom labels, assigned/unassigned status, ADA-compliant spots, total capacity counts, and detailed parking notes.

Why Owner Developers Choose PMDB

Affordable Housing Compliance

Built-in LIHTC tracking with set-asides, affordability period monitoring, Year 15 milestones, inspection response deadlines, and comprehensive compliance documentation.

Development to Operations

Track opportunities from acquisition through development, then seamlessly transition to operational properties. One system for the complete lifecycle.

Scale with Your Portfolio

From single properties to complex multi-building developments with hundreds of units - manage your entire portfolio as it grows with multi-tenant support.

Real-Time Collaboration

Live updates, presence tracking, and role-based permissions (Admin, User) to work seamlessly with property managers, staff, and partners.

Financial Sophistication

Multi-position loan tracking, replacement reserves with withdrawal history, rent increase documentation, and periodic reporting with occupancy tracking.

Searchable Documentation

Full-text search across documents and notes. Organize with hierarchical sections, pin important notes, and maintain separate asset management, development, and personal notes.

Complete Audit Trail

Every record tracks who created and updated it with timestamps, ensuring accountability and complete history for regulatory requirements.

Global Search

Portfolio-wide search to quickly find properties, units, contacts, and records. Intuitive interface designed for busy owners with streamlined workflows.

Sustainability Tracking

Track Energy Star rated appliances, building systems, utility consumption, and capital assets to enhance property value and meet sustainability goals.