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Portfolio diagnostics

Which building
is costing you?

Every property looks fine in a spreadsheet. Keepstone names the one that isn’t, tells you why—rent uncollected, units sitting empty, work stalled waiting on you—and puts the fix one click away.

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Which property is behind, named

Why it’s behind, in plain figures

What next, on the same screen

Today

Harbor Ridge Holdings · Today

HR
Search properties, tenants, work, or documents

Tuesday, July 14

Here's what needs attention.

Properties

6

14 total units

Occupancy

86%

12 units occupied

Rent collected

$29,993

$6,552 outstanding

Open work

5

4 need approval

Action queue

Ranked by financial and operating impact

View all 8
Now

Follow up on late rent

Atlas Fourplex

$1,925 open

Review

Approve HVAC estimate

Cedar Duplex

$860 estimate

Missing

Request vendor W-9

Bay Current Electric

Needed for close

July collection

Across 12 occupied units

74%collected
Collected$18,448
Outstanding$6,552
Late accounts3

How the diagnosis works

A portfolio average tells you nothing. A name tells you where to go.

01

Which

The property dragging the portfolio down, by name.

Every building gets a score from occupancy, rent collected, open work and document gaps. The weakest ones sort to the top — so a quarter-empty building can't hide behind five that are full.

  • Ranked worst-first, not alphabetically
  • Empty units count against a property, not for it
  • Filter to one building and every figure follows

Portfolio overview

Grouped by operating risk

6 properties

Atlas Fourplex

4 units

$4,220net

Review

Cedar Duplex

2 units

$2,140net

Stable

Riverstone Flats

3 units

$3,780net

Stable

02

Why

The reason, in figures you can check.

Not a score with no explanation. Rent outstanding this month, units sitting empty, work orders stalled waiting on your approval — each one named, counted, and traceable to the charge or record behind it.

  • Rent billed, collected and still open, reconciled
  • Collection rate per property, not just portfolio-wide
  • Every figure links to the record it came from
Rent · urgent

Atlas Fourplex · Unit 2B

Maya Bennett · 9 days late

Open balance

$1,925

Last contact

July 9

Email reminder

Send reminderOpen ledger

03

What next

The fix, on the same screen as the problem.

Send the reminder, approve the estimate, record the payment. The next step sits beside the number that prompted it rather than three pages away.

  • Past-due notices from the delinquency list
  • Approvals from the queue that flagged them
  • Nothing saved until you've seen what will change

July close

4 of 6 checks complete

Reconcile collected rentComplete
Categorize operating expensesComplete
Resolve open balances3 remaining
Collect missing vendor files1 remaining

Built for the real work

The day's work, already ranked.

Not another dashboard to interpret. Keepstone explains what changed, why it matters, and where to resolve it.

01

Follow up on late rent

Atlas Fourplex

$1,925 open
02

Approve HVAC estimate

Cedar Duplex

$860 estimate
03

Request vendor W-9

Bay Current Electric

Needed for close

Straightforward pricing

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