Property Valuation Tracking

Property Valuation Tracking

Latch lets you record and track property valuations to understand your portfolio's worth.

Adding Valuation Details

1. Go to the property detail page.
2. Navigate to the Financials section (or click Edit).
3. Enter:
   • Purchase Price — What you originally paid for the property.
   • Purchase Date — When you acquired the property.
   • Current Value — Your estimate of the property's current market value.
4. Click Save.

How Valuations Are Used

• Dashboard — Your total portfolio value is calculated from the sum of all property current values.
• Reports — The P&L report can reference property values for ROI calculations.
• AI Agent — Ask the agent questions like "What is my total portfolio value?" and it uses these figures.

Updating Valuations

We recommend updating your property valuations annually or whenever you get a formal valuation. Simply edit the Current Value field on the property.

Tip: You can ask the AI agent to summarise your portfolio's equity position based on current values minus outstanding mortgages.