A multi-fund real estate investment manager had no single place to look up an asset's location, current value, asset manager and the right contacts.

Values sat at the asset level in three separate quarterly valuation files, the accounting system tracked at the property level, and the contact list lived in a workbook on the intranet. Active deals were only visible inside the deal-tracking system, so anyone wanting a pipeline view re-keyed it by hand. Answering ‘what do we own here, what is it worth, and who runs it’ meant opening four or five files and reconciling them yourself.

I built an internal portfolio map on the company intranet: every asset on a map, with list, chart, heat-map, contacts and pipeline views, and an Excel export. A Python pipeline joins the property report, the three valuation files and the contact rosters, geocodes each asset, and rebuilds the site. A second job pulls the active and closed deals from the deal-tracking system every morning, skips anything unchanged, and emails if it fails. The data refreshes nightly without anyone touching it, a deploy lands in about two minutes, and the build includes a gross AUM reconciliation that has to tie to zero against the source before it publishes. Roughly 750 properties are on the map today.

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