How To

Portfolios, Properties & Units Explained | Esset Property Management

See how to structure real estate in Esset by creating portfolios, adding properties, setting up units, and using list views to search, filter and sort records.

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July 19, 20261 min read
Portfolios, Properties & Units Explained | Esset Property Management

See how to structure real estate in Esset by creating portfolios, adding properties, setting up units, and using list views to search, filter and sort records.

What this walkthrough covers

  • How portfolios, properties and units fit together in a property management system.
  • How to add buildings, flats, shops or rooms so every rentable space has its own record.
  • How searchable list views help teams move away from scattered spreadsheets and registers.

Who should watch it

This guide is useful for landlords, property management agencies, hostel operators and finance teams that want a clearer workflow for daily rental operations in Esset.

Product note: This article is based on Esset product education material. It is not legal, tax or accounting advice; teams should confirm compliance requirements with their own qualified advisers.
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