Keep Your Portfolio Map Current for Every LP Update

Use a plain base map, such as the black-and-white style, so your status colors are the brightest thing on the slide. Before you export, frame the view to the slide’s shape with room left for the legend, and keep to five colors or fewer so each one is easy to tell apart when the deck is projected. If a few assets need extra attention, give them a distinct pin through Custom Markers. The exported PNG pastes into PowerPoint or Keynote like any other image.

Add a Status column and give every row a single value, like Owned or Competitor. Make that column the primary group in the Grouping Tool, and Maptive assigns one marker color per status and lists each status in the map key. You can choose the exact color for each group, so owned assets show in your brand color and competitors in a muted gray. Clicking a group in the key hides or shows it, which lets you build the full internal view and a trimmed investor view from one map.

It should show what the fund held on the reporting date, with that period’s purchases and sales marked. Most managers color by property type or strategy, and some add the fund vehicle when one deck covers several funds. Use the same map extent every time so an LP can compare this slide with the last one. The map supports the operating figures elsewhere in the report, such as occupancy and NOI, so keep it simple and leave the financial detail to the asset table.

Usually not as named pins. Many letters of intent and purchase agreements include confidentiality or exclusivity terms, and a deal can still fall apart after the report goes out. A safer approach is to describe the pipeline in words or as a count by market in the LP report, and keep the pinned pipeline for the investment committee. In Maptive that means one map with two saved views, where the LP version has the LOI and target groups switched off before you export the image.

Keep them in the master sheet with a Sold status and a sale date rather than deleting the rows. The sold rows become your track record, which you’ll want on a map when the team raises its next fund. Watch the timing on the quarterly slide. A building sold after quarter-end but before the report goes out was still owned on the reporting date, so it belongs on that slide as owned, with the sale noted as a subsequent event.

Fund documents commonly set limits on how much capital can go into one market or region, and LPs ask about it. Add a numeric column for square feet or invested equity, then use the Boundary Tool to total that column by state or county. Click Load Boundaries. Each area shades by its total, using the range colors you pick in Fill Settings. The result shows exposure by area on the same map as the property pins, which is easier to read than a percentage table.

Yes, if you build it from a connected Google Sheet. A status changed from LOI to Owned in that sheet changes the pin’s color on the map with no new upload. Keep the column headers the same each quarter so your groups and filters still match. If your team works in Excel, upload the new file at quarter-end. For a CRM or deal-tracking system, export the list as a CSV, or connect it through Maptive’s REST API, which is part of every paid plan.

From your own research, since Maptive doesn’t supply property listings or ownership records. Most teams export competing buildings from CoStar or a similar database, or keep a list their brokers update, and add those rows to the master sheet with a Competitor status and an Owner column. Ownership changes, so give each competitor row an As Of date, since an outdated competitor pin is easy to miss in a deck. The Grouping Tool then gives competitors their own color, and a Group filter can show one owner’s buildings alone.

Yes. Give every row a Fund column, then use a Group filter on it so the map shows one vehicle at a time, and save a view for each fund. LPs normally receive reporting only for the funds they’re invested in, so send each fund’s slide and link on its own. Internally, turning every fund back on shows where two vehicles own in the same submarket, which matters for your allocation policy and for any conflicts between funds.

Yes. Send a password-protected link with read-only permission, and an LP can move around the map and click a property to read the fields you chose to show. On a shared map you can hide data columns, which keeps cost basis or internal notes out of view. For an annual meeting, presentation mode opens the same map full screen for a live walkthrough. Keep a PNG or PDF in the written report too, since not every reader will open a link.