Dinvest

The New Dinvest Owner Portal: Real-Time Transparency

23/08/2026
Olivier Schweizer
Olivier Schweizer
Managing Director

The new Dinvest Owner Portal shows your properties, finances and key figures in real time – in one place, whenever you need them.

After three years of intensive development, we are making the first version of the portal available to our clients. It sits at the heart of our strategy: combining transparency and digital innovation to deliver better service and better-informed property management.

Property owners should not have to wait for an annual report – or ask their property manager – to know how their portfolio is performing. That is why we built the Dinvest Owner Portal: a clear, up-to-date overview of properties, finances and key performance indicators, all in one central place.

The Portfolio Cockpit of the Dinvest Owner Portal: revenue, costs and yield of the whole portfolio at a glance

All the important information at a glance

The Portfolio Cockpit turns complex property data into a clear, intuitive overview. Owners can see at any time:

  • Rental income and financial performance
  • Portfolio performance and trends
  • Tenant and lease information
  • Full profit-and-loss statements and access to the accounting
  • Vacancy and occupancy rates
  • Rent analysis
  • Ancillary-cost statements per property and tenant
  • Maintenance and operating cost analysis
  • Property documents

Every view works for the whole portfolio or for a single property, so developments that need attention stand out immediately. Key metrics are also benchmarked automatically against the IAZI Swiss Property Index – clear traffic-light signals show where your portfolio sits above or below the Swiss market.

From annual reporting to continuous insight

Traditional property reporting relies on static documents delivered periodically. Those reports remain important – but they only show a snapshot of the past.

The Dinvest Owner Portal takes a more dynamic approach: current information is available exactly when it is needed. That creates more transparency and enables faster, better-informed decisions.

Turning property data into better decisions

Access to data is only the first step. The real value lies in presenting it so that owners understand what is happening across their portfolio.

The portal highlights trends, comparisons and key figures, helping owners and their property managers answer questions such as:

  • Is vacancy increasing?
  • How is rental income developing?
  • Are maintenance costs higher than expected?
  • Are there significant rent arrears?
  • Which properties need additional attention?

These insights support more proactive management – and more productive strategic conversations between owners and their Dinvest property manager.

Technology that strengthens personal service

At Dinvest, digitalisation does not replace personal contact. We use technology to reduce repetitive administrative work, create transparency and give our property managers more time for what creates real value for our clients.

The portal complements the direct relationship between owners and their property manager – it does not replace it.

An important step in our digital strategy

The Owner Portal is part of our commitment to combining traditional real estate expertise with modern digital solutions. Our objective is simple: more transparency, better control and the insights owners need to improve the long-term performance of their portfolio.

How to get access

Existing Dinvest clients receive access to the portal through their property manager – a short message is all it takes.

Would you like to try the portal yourself? The live preview shows the Portfolio Cockpit with sample data. And if you want more transparency for your own portfolio, talk to us about switching your property management.

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