Portfolios let you organize your properties into groups that make sense for your business, such as by LLC, owner, state, market, or property manager.
Once you've created a portfolio, you can quickly filter your entire RentRedi account to display only the properties within that portfolio, making it easier to manage large or diverse portfolios. 🎉
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What Are Portfolios?
Portfolios allow you to group properties together and filter your RentRedi account based on those groups. For example, you can organize properties by:
LLC
Property owner
State or market
Property manager
Any custom grouping that fits your business
Once selected, the portfolio filter updates your view across RentRedi, helping you focus only on the properties you want to manage.
What's New?
With Portfolios, you can:
Create and manage portfolios from Properties & Units > Portfolios
Group properties into custom portfolios
Filter your entire RentRedi account by one or multiple portfolios
View combined data across multiple selected portfolios
Return to your full portfolio anytime by selecting Show all properties
If you don't need portfolios, no action is required. Your RentRedi experience will continue working exactly as before.
Who Can Use Portfolios?
Portfolios are available to:
Account Owners ✅
Teammates with Global Access ✅
Teammates with Scoped (Limited) Access won't have access to Portfolios and will instead see a Request Access message.
How to Create a Portfolio
From your RentRedi dashboard, go to Properties & Units > Portfolios.
Click + New Portfolio.
If this is your first portfolio, click Create Your First Portfolio instead.
Enter a name for your portfolio.
Select the properties you'd like to include.
Click Save.
Done! Your portfolio is now ready to use. ✅
Need help? 💬
Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.