Corporate Real Estate & Facilities
Management — Finally Done Right

A complete, proven platform for in-house corporate real estate and facilities teams. Control your lease data, manage your equipment, plan your capital projects, and stay ahead of every critical deadline — all in one secure system.

Portfolio One main dashboard — property portfolio annual cost and upcoming lease events
Why Portfolio One Exists
Your confidential property portfolio data belongs in your hands — not with your brokers, not scattered across spreadsheets. Portfolio One gives corporate real estate teams the command center they've always needed and rarely had.
Built by a CREFM Executive · Refined Over a Decade of Real-World Use
What Portfolio One Delivers

Every Module Your Team Needs

Portfolio One covers the full operational scope of a corporate real estate and facilities function — from the lease database to the boiler room.

Lease & Property Management

Know Every Lease Event Before It Happens

Portfolio One keeps your entire property portfolio organized and visible. Critical upcoming events surface automatically, so your team is never caught off guard by an expiring lease or a missed notice deadline.

  • Centralized lease database for owned and leased properties, globally
  • At-a-glance dashboard of upcoming expirations, renewal options & break dates
  • Automated email alerts for key lease events
  • Sublease tracking and subtenant event management
  • Unlimited document storage per property: leases, amendments, LOIs, floor plans, notices, and more
  • Regional filters, currency support, and multi-country data structures
Portfolio One main dashboard showing portfolio cost chart and upcoming lease events
Dashboards & Reporting

The Data You Need, Instantly Visible

Portfolio One's built-in dashboards give leadership and team members a clear picture of occupancy, cost, and portfolio performance — without building a single report from scratch.

  • Occupancy by region: occupied vs. vacant seats at a glance
  • Average cost per built seat and occupied seat by region
  • Property Portfolio Annual Cost summary chart
  • Lease expiration and break option timelines
  • Capital project budget and spend dashboards
  • Property Metric views for space efficiency analysis
Portfolio One dashboards showing occupancy by region and cost per seat charts
Maintenance Management

Stay Ahead of Equipment and Vendor Schedules

The Maintenance Management System module tracks all infrastructure equipment across your portfolio — generators, HVAC, UPS systems, pumps, and more — with full lifecycle data and proactive service scheduling.

  • Equipment database with install date, manufacturer, model, serial number, and photo
  • End-of-service-life tracking with cost basis and replacement cost
  • Maintenance calendar with upcoming and overdue service alerts
  • Service visit history and vendor contract management
  • Facility vendor contacts and contract documentation
  • Maintenance schedule export to PDF and Excel
Portfolio One Maintenance Management System main menu
Capital Planning

Multi-Year Capital Budgets, Under Control

Plan, track, and analyze capital projects across your entire portfolio. From build-outs and equipment replacements to IT infrastructure, Portfolio One's CapEx module keeps every project's budget, spend, and depreciation clearly accounted for.

  • Project database with budget estimates, plan year, priority, and category
  • Actual spend, committed spend, and forecast adjustment tracking
  • Depreciation calculation: daily rate, remaining undepreciated value
  • Multi-currency support with FX rate tracking
  • Aggregate reporting across all projects in the found set
  • Filter by region, country, cost center, category, and priority
Portfolio One CapEx Planning project detail screen
Incident Management

Document, Track, and Learn from Critical Events

When critical incidents occur at your facilities, Portfolio One's Incident Report Log provides a structured framework to document what happened, assess impact, capture the resolution, and build an institutional record of how your team responds.

  • Incident log with property, severity, time, and status tracking
  • Tabbed detail screens: Incident Description, Business Impact, Actions Taken, Root Cause, Analysis & Follow-up
  • Resolution date and time recording with audit trail
  • Author and update tracking for accountability
  • PDF export for formal reporting and compliance
Portfolio One Incident Report Log detail screen
Complete System Coverage

All Modules, One Platform

Portfolio One is a single integrated system — not a collection of disconnected tools. Every module shares the same property and equipment data.

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Property & Lease Management

Full lease database with expiration alerts, renewal tracking, subtenant management, and unlimited document storage.

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Dashboards & Reports

Occupancy, cost per seat, lease timelines, portfolio cost charts, and capital project dashboards — always current.

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Maintenance Management

Equipment lifecycle tracking, service scheduling, vendor management, and maintenance calendar with alerts.

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CapEx Planning

Multi-year capital budgets, project tracking, actual vs. forecast spend, depreciation analysis, and multi-currency support.

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Incident Report Log

Structured incident tracking with severity, business impact, actions taken, root cause, and follow-up documentation.

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Messaging & Alerts

Automated email alerts for upcoming lease events, maintenance schedules, and other configurable notifications.

Deployment & Access

Accessible Anywhere. Privately Hosted for You.

Portfolio One is a cloud-based system — your team can access it from any location with an internet connection, using the device and interface that works best for them.

Every Portfolio One client has their own private hosted environment. Your data is yours, fully isolated, and never commingled with other organizations.

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Private Hosted Environment

Each client gets a dedicated, secure server instance. Your confidential property data stays exactly where it belongs.

Access From Your Preferred Platform

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Mac Desktop

Native FileMaker Pro client or browser-based WebDirect

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Windows

Desktop application or any modern web browser

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iPhone & iPad

Mobile browser or FileMaker Go for native iOS access

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Web Browser

Chrome, Edge, Safari — no software install required for most users

Get Started with Portfolio One

See It in Action

We'd welcome the opportunity to walk you through Portfolio One with a live demo using sample data representative of a real corporate property portfolio.

Contact us at info@fm-creativesolutions.com · We respond promptly.