Ask your portfolio anything.
Folio reads the books, leases and loans of every entity you own. Ask it a question and it shows you the arithmetic, from the ledger up.
Where do we stand?
Loans between your own entities are left out of debt. Sample portfolio, 12 entities, books through December 2025.
The first week of September, in the sample portfolio
Sterling Point Capital is a made-up owner with 12 entities. This is what Folio did for it while nobody was looking at the dashboard.
- Sep 1Emailed you that Palmetto Home & Garden’s rent at SPC Market Square Retail steps up 2% on October 1.Done
- Sep 1Read the Harbor Lane Packaging lease at SPC Gateway Logistics. Its expiration and each rent step are cited to the page they came from.Waiting for your review
- Sep 2Read the Falls Park Capital Lending loan agreement for SPC Pelham Distribution: 5.60% fixed, maturing June 1, 2030, with the maturity clause quoted beside it.Done
- Sep 7Sent the Monday summary of every date in the next 180 days, including Keowee Electrical Supply’s 38,000 SF at SPC Pelham Distribution, which expire in November 2026.Done
Ask Penny the way you would ask your controller.
Penny works from the same books as the dashboard. A calculation over the ledger produces every number she gives you, and when the data isn’t there, she tells you.
More about PennyWhat’s our total NOI across the portfolio?
Portfolio NOI for the trailing twelve months is $8.8M on $15.3M of revenue, a 57.7% margin. Two entities’ books run through November 2025 and the rest through December 2025, so the total combines both. Want it by entity?
Computed from the ledger · 12 entities · trailing twelve months to December 2025Start with one lease.
Send Folio a lease and get back a one-page abstract with every date and dollar cited to its clause. It’s free, and you don’t need an account.