Portfolios, properties, units and tenants 

Primefold RI holds the same hierarchy a real estate team already thinks in. Setting it up is what turns a pile of documents into a portfolio. Documents, Sunday and validation all work without it; it is what makes portfolio-level questions possible.

The hierarchy

Portfolio → Property → Unit → Tenant, with leases and other documents attaching at any level. There is no fund or company level above portfolio.

Tabelle Asset 13 

Tenants are created through units. There is no standalone "new tenant" button; you add a tenant while creating or opening the unit they occupy, which reflects reality, since a tenant without a unit is not meaningful here.

Tips & best practices

• Link documents to the level they actually apply at. Once linked, a document appears on that property's profile and Sunday can scope answers to it: "what's the average rent in the Hamburg portfolio?" only works if properties belong to that portfolio.
• Breadcrumbs run the full depth, so you can move from a unit back up to the portfolio in one click.
• Resolve name aliases before comparing. The same tenant recorded three ways produces three tenants.