Resmark Workspace
Portfolio KPIs
Variance Tool
Quarterly Reports
Investment & Asset Management
System of record → Narrative
Portfolio KPI
Dashboard
Variance
Analysis
Quarterly Reporting
Studio
Investor Narrative
Engine
Portfolio KPI
Dashboard
◆ System of Record · feeds Variance → Quarterly → Narrative
⛁ Aggregated from asset-level operations · single source of truth
◆ Portfolio Info
Portfolio / Fund Name
Reporting Period
Q1 2026
Q2 2026
Q3 2025
Q4 2025
Benchmark / Target Occ %
◆ Assets
Asset 1
✕
Asset Name
Total Units
Occupied Units
Avg In-Place Rent ($)
NOI This Quarter ($)
NOI Budget ($)
Collections Rate (%)
Asset 2
✕
Asset Name
Total Units
Occupied Units
Avg In-Place Rent ($)
NOI This Quarter ($)
NOI Budget ($)
Collections Rate (%)
Asset 3
✕
Asset Name
Total Units
Occupied Units
Avg In-Place Rent ($)
NOI This Quarter ($)
NOI Budget ($)
Collections Rate (%)
+ Add Asset
◆ Generate Portfolio Dashboard
Sample Portfolio
Export PDF
📊
Dashboard appears here
Enter portfolio assets with occupancy, rent, and NOI data. Dashboard aggregates automatically.
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Workflow Copilot · EPPS.AI
Built by an operator. Underwriting · Reporting · Development · Advisory
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Olesya Epps · Founder, Epps.ai
Institutional Real Estate · Operator-built AI workflows
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Olesya Epps
Workflow Copilot · EPPS.AI
Institutional Real Estate
Operator-built AI Workflows
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