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Portfolio Manager Tracks 500 Properties

How a portfolio manager automated valuations for 500+ properties and saved 80 hours monthly.

Company Profile​

  • Industry: Institutional real estate investment
  • Portfolio: 500+ residential properties
  • Markets: 12 US metros
  • AUM: $250M

The Challenge​

The portfolio required quarterly valuations for investor reporting. Manual valuation process took 80+ hours per quarter and cost $50K in appraisal fees.

Key Problems​

  • Quarterly valuations taking 80+ hours of analyst time
  • Professional appraisals costing $50K per quarter
  • Outdated valuations between quarters
  • Cannot track portfolio performance in real-time
  • Limited visibility into market conditions affecting assets

The Solution​

Implemented PropAPIS for automated weekly portfolio valuations and market monitoring.

Implementation​

Built portfolio management system:

  • Weekly automated valuations for all 500 properties
  • Market trend tracking for each metro
  • Performance dashboard with real-time updates
  • Automated investor reports
  • Risk monitoring and alerts

Portfolio Tracking System​

from propapis import PropAPIS

api = PropAPIS(api_key='api_key')

# Portfolio of 500 properties
portfolio = load_portfolio_from_database()  # 500 addresses

def update_portfolio_valuations():
    total_value = 0
    total_equity = 0

    for property in portfolio:
        # Get current valuation
        data = api.platforms.zillow.get_property(property.address)

        # Update database
        property.current_value = data.zestimate
        property.value_change_30d = data.zestimate_change_30d
        property.equity = data.zestimate - property.loan_balance

        total_value += data.zestimate
        total_equity += property.equity

    # Update portfolio metrics
    save_portfolio_metrics({
        'total_value': total_value,
        'total_equity': total_equity,
        'properties': len(portfolio)
    })

# Run weekly
update_portfolio_valuations()

Results​

Operational Impact​

  • Valuation Frequency: Weekly instead of quarterly (13x increase)
  • Time Saved: 80 hours per quarter (320 hours annually)
  • Cost Savings: $200K annually in appraisal fees
  • Real-Time Monitoring: Continuous portfolio tracking
  • Market Intelligence: 12 markets monitored automatically

Financial Impact​

  • Cost Savings: $280K annually (time + appraisals)
  • PropAPIS Cost: $3,588 annually
  • Net Savings: $276K annually
  • ROI: 7,700%

Strategic Impact​

  • Better investor reporting with real-time data
  • Faster decision-making on acquisitions and dispositions
  • Early identification of underperforming assets
  • Market trend analysis for portfolio optimization

System Features​

Weekly Valuation Reports​

Automated generation of:

  • Portfolio valuation summary
  • Property-level value changes
  • Market trend analysis
  • Performance metrics

Performance Dashboard​

Real-time visibility into:

  • Total portfolio value
  • Individual property valuations
  • 30-day value changes
  • Equity positions

Market Monitoring​

Track market conditions in all 12 metros:

  • Median price trends
  • Inventory levels
  • Days on market
  • Supply and demand indicators

Key Learnings​

What Worked​

  • Weekly valuations provided better portfolio visibility
  • Automated monitoring caught market shifts early
  • Multi-source validation improved accuracy
  • Dashboard improved stakeholder communication

Best Practices​

  • Validate automated valuations quarterly with spot appraisals
  • Track value changes to identify trends
  • Monitor market conditions affecting portfolio
  • Use data for strategic acquisition and disposition decisions

Testimonial​

"PropAPIS enabled us to move from quarterly to weekly portfolio valuations. We now have real-time visibility into our $250M portfolio and saved $280K annually. Game changer."

— Portfolio Manager

Implementation Timeline​

  • Week 1: API integration and data mapping
  • Week 2: Built valuation automation scripts
  • Week 3: Dashboard development
  • Week 4: Testing and validation
  • Week 5: Full deployment for 500 properties
  • Week 6: First weekly report delivered

Get Started​

Managing a property portfolio? See our API Documentation for portfolio management.

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