Filters on the Asset Dashboard

To display the list of Assets:

  • Navigate to the Portfolio Data menu option
  • Select Assets to open the list of all existing Assets as shown below:


On the Asset list, you can:

  • Search for a specific Asset in the Search box at the top
  • View Assets for a specific Portfolio only by selecting from the drop-down list
  • View Asset with no Purchase or Valuation data
  • View Vacant Assets from the filter at the top
  • View Non-Compliant Assets with options to filter by FICA Documentation and Signed Mandate
  • View the Asset address and Primary Landlord linked to the Asset
  • View the Purchase Price and Valuation data from Lightstone
  • Navigate into the Asset Dashboard for a specific Asset by clicking on the View button
  • View Archived Assets by selecting the Archived Assets from the Options drop down list
  • Export the list of Assets to an Excel file by selecting the Export Assets from the Options drop down list


Viewing Vacant Assets:

You can view Vacant Assets by using the filter and selecting Show Only Vacant Assets










Options for viewing Vacant Assets :

  • All Vacant Assets with:
    • Upcoming Lease
    • No Upcoming Leases
  • Once you have filtered on Vacant Leases you can export the Assets data from the Options menu on the top right

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