FLAGSHIP

Asset Management Suite

A living digital twin of every property you own.

Asset Management is the OneEstateOS flagship suite. AssetDNA™ captures physical intelligence. TrueCost™ maintains your complete financial record. Asset Sentinel™ monitors everything proactively. Three signed clients. Launching June 1, 2026.

Asset Management Suite infographic
THE ASSET JOURNEY

From Asset Vault to Full Portfolio Operations

Five stages that take an asset from vault creation to live portfolio intelligence.

Create Asset Vault
Address & asset type
Add Documents
Records & insights
Set Ownership
Access & ownership
Organize Portfolio
Master & sub-portfolio
Operate Asset Record
Valuation & intelligence

Ready to Operate Your Assets?

Create an Asset Vault to begin the operating record. Add documents, ownership details, valuation history, and portfolio context - all connected to the same vault.

Create Asset Vault Create Portfolio First
PAIN POINTS SOLVED

Asset Suite - Pain Points Solved

Common property operations, reserves, and reporting gaps are converted into structured asset intelligence.

Problem

Water heater fails - you had zero warning and no reserve funded for it.

Solution

Asset Sentinel™ tracks system ages and reserve gaps - tells you to increase monthly reserve by $X before failure.

Problem

Tax season is a frantic scramble to compile CapEx and depreciation records.

Solution

TrueCost™ maintains a CPA-ready depreciation schedule and CapEx audit trail year-round - Schedule E auto-populates.

Problem

You don't know what your portfolio is actually worth in real time.

Solution

Live NAV across every asset: current valuation minus outstanding debt, refreshed with AVM data on your schedule.

CORE CAPABILITIES & OUTCOMES

Asset Suite - Core Capabilities

AssetDNA™

Living physical intelligence record: building systems inventory, condition ratings, maintenance history, health score, and CapEx projections.

TrueCost™

Complete financial record: cost basis, 27.5-year depreciation schedule, CapEx audit trail, IRS classification, valuation history, and NAV.

CashFlow™

Income and expense ledger, projected vs. actual variance, Schedule E export, reserve adequacy analysis, DSCR, Cap Rate, and IRR.

Asset Sentinel™

Proactive monitoring across 20+ alert types: balloon maturities, insurance expirations, system aging, reserve gaps, and compliance deadlines.

Asset Vault + AI Parsing Engine

Permanent inbound Asset Vault. AI Parsing Engine classifies, extracts, and routes every document automatically - zero manual data entry.

Command Center™

Portfolio-wide dashboard: NAV trends, cash flow waterfall, health scores, and plain-language natural language query engine.

Detailed Capabilities
  • Asset Vault Operating Record: Central record for documents, ownership, valuation, photos, and insights connected to a single asset.
  • Documents and Insights: Upload, store, and organize asset-related documents and operational data in the vault.
  • Ownership and Access Tracking: Record the ownership structure and manage access to the asset vault operating record.
  • Portfolio Hierarchy: Organize assets under Master Portfolios and Sub-Portfolios for full portfolio visibility.
  • Valuation Tracking: Record and maintain valuation history connected directly to the asset record.
  • Asset Intelligence: Performance data, compliance records, and operating metrics organized around the vault.
CORE INFRASTRUCTURE

The Asset Vault - Your Property's Intelligence Hub.

Every property gets a dedicated Asset Vault with a permanent unique email address. Send invoices, inspection reports, insurance policies directly to it - documents land automatically, get parsed by AI, and enrich your asset record.

Dedicated Email Inbox
Routes property documents directly into the asset vault.
AI Parsing Engine
Classifies, extracts, and routes every document automatically.
Asset Sentinel™
Proactive monitoring - 20+ alert types across every owned asset.
RBAC & Access Tags
Permissions stay controlled at the vault and folder layer.
FUNCTIONAL OUTCOMES

What Asset Teams Gain

Know your portfolio NAV in real time - no spreadsheet required
Current asset values, debt, and portfolio totals stay visible without manual consolidation.
Never miss a balloon payment, insurance renewal, or compliance deadline
Asset Sentinel™ keeps critical dates and reserve gaps visible before they become issues.
CPA-ready Schedule E and full CapEx trail available year-round
TrueCost™ keeps depreciation, CapEx, and audit records organized for reporting season.
AI parses every document - zero manual data entry ever
Invoices, inspections, policies, and permits enrich the asset record automatically.

Contact Us

Have a question or need support?
We're here to help - reach out anytime.