Analyze property data, track investments, and optimize returns with a customizable dashboard tailored to your real estate goals.


Set up a real estate portfolio dashboard with the exact views and features you need. Adapt and improve your workflow as your business evolves—no code needed.
Connect spreadsheets, property management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your portfolio.
Give your real estate team tailored dashboards, analytics, and reporting tools. Set secure logins, roles, and granular permissions—no IT help needed.
Give investors, managers, and staff custom dashboards with access only to relevant portfolios and metrics.
Give investors, managers, and staff custom dashboards with access only to relevant portfolios and metrics.
Connect with tools like Make, Zapier, or N8N to automate reporting, alerts, and property updates.
Access real estate dashboards and analytics on the go. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins for fast, secure access to your real estate data—no IT support required.
Keep property and financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control.
Ask AI about occupancy, revenue, or trends—get instant insights directly inside your real estate dashboard with Softr.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your real estate portfolio dashboard in minutes with drag-and-drop blocks and templates.
Add property metrics, reporting, or integrations as your portfolio and needs expand—no rebuild needed.
Bring listings, performance dashboards, and reporting tools together—all in one place, no extra logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A real estate portfolio dashboard is a secure online space where property owners, investors, or managers can log in to view and manage details about their real estate holdings. It centralizes key information—like property performance, financial metrics, documents, and updates—so you don’t have to juggle spreadsheets or emails. This helps keep everything organized and makes it easier to track portfolio health and share information with your team or stakeholders.
Softr makes it simple to build a real estate portfolio dashboard tailored to how you manage your properties. You can connect your existing data, like property records in Airtable, financials in Notion, or contacts in HubSpot, and create a dashboard where you can track performance, monitor income and expenses, access important documents, and analyze trends—all in one place.
You don’t need to code. Start with a template or build your dashboard from scratch, choose how data is displayed, set permission levels, and brand it to match your company. It’s quick to set up, easy to update, and flexible enough to adapt as your portfolio grows or your needs change.
You can include a wide variety of features in your real estate portfolio dashboard, depending on what you want to track or manage. Some common examples include:
\- User logins – so investors, managers, or team members can access their own views
\- Custom dashboards – to show property values, rental income, or occupancy rates
\- Forms – for submitting maintenance requests, updating property info, or providing feedback
\- File sharing – to store and access contracts, reports, and photos securely
\- Search and filters – to quickly find properties, tenants, or transactions
\- Tables, lists, and detail views – to display property details, lease agreements, or payment history
\- Comments or status updates – to keep everyone in the loop
\- Charts – to visualize financial performance, occupancy trends, or ROI
\- Calendar view – for tracking lease renewals, rent due dates, or inspections
\- Permissions and roles – so each user only sees the data relevant to their role
All of this can be built using Softr’s drag-and-drop blocks, with no code needed. And if your portfolio changes, it’s easy to update the dashboard accordingly.
No coding is needed. You can build your real estate portfolio dashboard completely using Softr’s visual editor. Everything from how your data is displayed to user permissions can be set up without writing any code.
Yes. You can manage multiple investors, property managers, or teams within a single real estate portfolio dashboard. Each user will only see the portfolio data and property information assigned to them, based on their login and role. This is especially helpful for firms managing assets for several investors or coordinating across teams handling different properties.
Softr supports a wide range of data sources, making it easy to build your real estate portfolio dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull in data from other real estate software using the REST API.
You’re not limited to a single source—you can integrate multiple databases and view them side by side in your dashboard. This means you can, for example, show property details from Airtable alongside financial data from Google Sheets, all in one place. Most sources support real-time, two-way sync, so any changes in your dashboard or original data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your real estate portfolio dashboard. You can tailor the layout, navigation, and content to fit your firm’s branding and workflow. Each page or block can be shown or hidden based on who’s logged in, so each investor, property manager, or team member only sees information that’s relevant to them.
You can also define different user roles like investor, admin, or property manager, and set exactly what each role can view or edit. For example, investors can only access their own portfolio data, while admins can manage all property records. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is ideal for managing multiple portfolios, users, or properties, helping keep data secure and the experience tailored for every user.
Yes, you can. You don’t need to have your property or portfolio data stored elsewhere to start building your real estate portfolio dashboard in Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and seamlessly connect with your dashboard.
If you already manage real estate data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. There is also a REST API connector for bringing in data from other sources. This gives you full control over how your portfolio and property data is organized and displayed in your dashboard.
Yes, you can fully white-label your real estate portfolio dashboard in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the dashboard feel like a seamless part of your property management brand. You can also remove all Softr branding, so your investors and stakeholders see only your company’s identity throughout their experience.
Absolutely. Softr gives you a lot of flexibility over how your real estate portfolio dashboard looks and feels. You can adjust colors, fonts, spacing, and the structure of your pages to match your brand or property management style. You can also decide exactly how each section is organized, choose which blocks to display, and set up different views for various user roles.
To showcase your data, you can add blocks such as:
\- Table blocks – to display property lists, financials, or lease details
\- List or Card blocks – to highlight featured properties, tenants, or investment opportunities
\- Detail View – to show in-depth property or portfolio information
\- Forms – for maintenance requests or investor feedback
\- Charts – to visualize key performance indicators (KPIs)
\- Calendar blocks – to track important dates like lease expirations or property events
If you want to update your dashboard later, it’s easy to make changes directly in the visual builder.
Softr is built with security as a top priority. All data in your real estate portfolio dashboard is encrypted in transit (TLS) and at rest, and your dashboard is hosted on secure, reliable infrastructure. You have full control over user permissions, so you can decide who can view or edit specific information—whether it’s investors, property managers, or tenants. Set up role-based access, manage users within your data source, and use visibility rules to keep sensitive data protected.
If your dashboard connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your property or financial data—it simply displays it in real time based on your access settings. You always remain in control over who can view or modify information.
Softr also follows industry-leading practices for authentication, access control, and platform monitoring to ensure your real estate data stays secure.
You can start building your real estate portfolio dashboard for free. Softr’s Free plan lets you publish one dashboard with up to 10 users and 2 user groups, and supports major data sources like Softr Databases, Airtable, and Google Sheets.
If you need more users or advanced features for your real estate dashboard, you can choose from a range of paid plans. Full pricing details are available here: <http://softr.io/pricing>
Softr is designed to let you quickly build fully functional, user-friendly apps—like real estate portfolio dashboards—without needing to code or hire developers. What makes Softr stand out is how fast you can go from an idea to a working dashboard, and how well it integrates with your existing property data sources.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more technical (like Retool), Softr is made for non-technical teams who want full control over the dashboard’s layout, access, and user experience. You can connect to live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded dashboards for investors, property managers, or partners.
You can visually customize everything—from data displays and dashboards to user permissions. Plus, Softr has user roles, forms, conditional logic, and API support built in, so you don’t need to combine multiple platforms to create a polished dashboard.
Yes, Softr offers a variety of integrations so you can connect your real estate portfolio dashboard to your broader tech stack. You can link with services like Stripe for payments, Intercom for communication, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you want to push data to another system, trigger notifications based on property activity, or display information from other tools, you can build it directly into your real estate dashboard—no coding needed.