Property holdings

Property holdings

Before leases, payments, and bank reconciliation, set up your rental portfolio in Propria: buildings, units, owners, tenants, documents, and energy certificate (PEB) data.

Buildings

Each building holds address, city, title, status (available, rented, sold), and optional description. At building level you attach:

• Units to rent out;
• Building documents (insurance, claims, maintenance, etc.);
• AI assistant context when you select that building in chat.

In the dashboard, Buildings lets you create, filter, and open property detail pages.

Units

A unit is a leasable space within a building (flat, retail unit, etc.):

• Unit number / floor — identification within the building;
• Reference rent (rent_price) — indicative amount before a lease exists;
• Status — available, rented, or maintenance;
• Spaces — room layout used to prefill condition reports;
• Energy / PEB — see below.

Leases always link to a unit; monthly payments follow the active lease.

PEB energy certificate

Per unit, Propria can store Belgian PEB/EPB certificate data:

• Energy class (A–F) when a certificate applies;
• Primary consumption, CO₂ emissions, unique certificate code, yearly theoretical total energy;
• Certificate file (PDF or document) as an attachment.

These fields feed document templates (e.g. the {{peb}} placeholder in indexation letters and contracts).

Parties: owners and tenants

The Parties area groups your contacts:

Owners

• Name, address, email, phone;
• Optional BCE company number where relevant;
• Many owners ↔ many buildings via a link table.

Tenants

• Contact details and address;
• IBAN(s) — used for bank matching; IBANs learned from a manual match can be saved for future imports.

Owners and tenants are separate from dashboard admin / agent user accounts.

Building documents

On the building detail page, upload PDFs (insurance, claims, works, etc.). They are stored securely and, when indexed, power the AI assistant for that building — alongside the Belgian legislation knowledge base.

This is separate from the documents hub (printable letters and contracts) and from plain-text communication templates (email / WhatsApp).

Recommended workflow

1. Create owners as needed.
2. Register the building and link owners.
3. Add units and fill in PEB data when available.
4. Upload useful documents on the building.
5. Create tenants, then leases (see Getting started).

Next

Rental operations — Rent revision · Documents hub

Payments & bank — Payments · Bank reconciliation