Buildings, units and owners — entered once, valid everywhere.
Address, floor areas, rental units, ownership shares and bank details all sit in one place. Leases, statements and bookkeeping draw on the same figures instead of asking for them again each time.
The portfolio everything else builds on.
Property with number and address
Street, house number, postcode and town make up the full address by themselves. The property number is a plain number and may occur only once within your company — that is how every report recognises the building again. Plus year of construction, total area and living space.
Rental units with their rooms
Total area, living space, rooms, floor and position, plus kitchen, bathroom, separate WC, balcony, hallway and cellar rooms with their number. Shared facilities such as lift, laundry room or bike room, a garden with its own description, and photos for each unit.
Residential or commercial per unit
The type of use belongs to the individual unit, not to the whole building — an apartment block with a shop carries both side by side. New leases take it as a default; for running leases the application asks whether they should follow.
Several owners with shares
Each property can carry several owners with their share in per cent, optionally tied to individual rental units. The application will not accept more than 100 per cent, and the overview shows whether the shares add up to 100.
Change of owner with history
A sale is entered with the date of transfer and a note — for the whole building or for individual units. The previous share ends the day before and stays visible; a transfer dated in the future is shown as planned beforehand.
Bank accounts, meters and change log
Several bank accounts per property with IBAN, BIC and account holder, the building's meters and its central heating systems all hang off the same record. The change log keeps who changed which field and when, with the old and the new value.
Why the master data is cut this way.
§ 556a BGB
Living space as the allocation basis — which is why it sits on the unit
BGH VIII ZR 159/05
Vacancy share may only be passed on for commercial units
§ 9 UStG
Opting for taxation, per property and per period
§ 7 Abs. 4 EStG
Building depreciation from acquisition cost and acquisition date
§ 6 Abs. 1 Nr. 1a EStG
Three-year window after acquisition, tied to the type of acquisition
Art. 32 DSGVO
Access separated by property management company, hosted in Germany
What comes up while the portfolio is being built.
What is a property, and what is a rental unit?
The property is the building with its address; the rental units are the flats, commercial spaces, cellars and parking spaces inside it. Leases belong to the unit, statements and bookkeeping to the property. Only buildings count towards the price — we do not count units.
Can several owners hold one building?
Yes. Every owner gets a share in per cent, and a share can also relate to individual rental units — that is how a single flat in someone else's building is represented. Each share carries the date ownership began and its own bank details.
What happens when ownership changes?
You enter the new owner with the date of transfer and a note, for the whole property or only for individual units. The previous share ends the day before and remains in the history; whatever was posted and settled before stays untouched.
Can properties, units and owners be taken over from a list?
Yes, as a CSV file. Properties and rental units come in one file; property number and address are mandatory. Owners, meters, leases and residents each have their own template. You map the columns and see the rows before anything is written — and you get the portfolio back out as CSV just as well.
Is the address checked against a register?
No. The application composes the address from street, house number, postcode and town, and points out what is missing. There is no comparison with the land register, the cadastre or a map service, and we do not show a map either.
What is the management type for?
It says whether a property is run as rental management, as a condominium association (WEG) or as separate-property management, and thereby determines the chart of accounts: a WEG gets its own bank accounts and the maintenance reserve. It can no longer be changed once the first entry has been posted — which is why the question comes up when the property is created.
Can owners see their own portfolio?
Yes, if you set up access for them. They then see their properties and rental units, which of them are occupied, the current leases, the total balance, upcoming terminations and open tickets. They do not get to see the bookkeeping behind it, and we do not send an automatic monthly report by email.
The portfolio first, everything else after.
Fourteen days free, no payment details. After that the access ends by itself if you do nothing further.