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Real Estate Property Portfolio Power BI template

Power BI real estate portfolio dashboard template: occupancy, NOI, passing rent and WAULT, NOI map by city, lease expiry profile and a rent roll.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Real Estate Property Portfolio Power BI dashboard template: 5 KPI cards, a map, a column chart, a bar chart, a table and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 4 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Header band with logo, 5 KPIs, tall NOI map left, lease-expiry columns + occupancy bars + rent roll right
Page size
1280×720 px (16:9, Power BI default)
Theme
Slate Executive

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Real Estate sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
4
Fact rows
302
DAX measures
6

A fictional UK property portfolio of 14 office, retail, industrial and residential assets: a rent roll of current leases with expiry dates, and 12 months of rental income, operating costs and occupied area per property (Nov 2025 to Oct 2026). Units: Pounds sterling; area in square metres; WAULT in years.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Property

Dimension · 14 rows

Fictional assets with city, use type and lettable area.

  • Property (text)
  • City (text)
  • Property Type (text)
  • Lettable Area (decimal)

Leases

Fact · 134 rows

The current rent roll: one row per lease. Years to Expiry is measured from 31 Oct 2026.

  • Lease ID (text)
  • Property (text)
  • Tenant (text)
  • Area (decimal)
  • Annual Rent (decimal)
  • Expiry Date (date)
  • Expiry Year (whole number)
  • Years to Expiry (decimal)

Property Month

Fact · 168 rows

Monthly rental income, operating costs and occupied area per property.

  • Date (date)
  • Property (text)
  • Rental Income (decimal)
  • Operating Costs (decimal)
  • Occupied Area (decimal)
  • Lettable Area (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Leases[Property] → Property[Property]
  • 'Property Month'[Date] → 'Calendar'[Date]
  • 'Property Month'[Property] → Property[Property]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Passing RentContracted annual rent on current leases.
Passing Rent =
SUM ( Leases[Annual Rent] )

Format string: £#,0

Rent per m²Annual rent per square metre let.
Rent per m² =
DIVIDE ( [Passing Rent], SUM ( Leases[Area] ) )

Format string: £#,0

WAULT (years)Weighted average unexpired lease term, weighted by rent.
WAULT (years) =
DIVIDE ( SUMX ( Leases, Leases[Annual Rent] * Leases[Years to Expiry] ), [Passing Rent] )

Format string: 0.0

Rent Expiring in 12 MonthsRent on leases that end within a year.
Rent Expiring in 12 Months =
CALCULATE ( [Passing Rent], Leases[Years to Expiry] <= 1 )

Format string: £#,0

Net Operating IncomeRental income less non-recoverable operating costs.
Net Operating Income =
SUM ( 'Property Month'[Rental Income] ) - SUM ( 'Property Month'[Operating Costs] )

Format string: £#,0

Occupancy %Occupied share of lettable area at the latest month end.
Occupancy % =
VAR LastMonth = MAX ( 'Property Month'[Date] )
RETURN
    DIVIDE (
        CALCULATE ( SUM ( 'Property Month'[Occupied Area] ), 'Property Month'[Date] = LastMonth ),
        CALCULATE ( SUM ( 'Property Month'[Lettable Area] ), 'Property Month'[Date] = LastMonth )
    )

Format string: 0.0%

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
Property typeSlicerProperty[Property Type]
CitySlicerProperty[City]
OccupancyCard[Occupancy %]
Net operating incomeCard[Net Operating Income]
Passing rentCard[Passing Rent]
WAULT (years)Card[WAULT (years)]
Rent expiring in 12 monthsCard[Rent Expiring in 12 Months]
NOI by cityMapProperty[City], [Net Operating Income]
Lease expiry profileColumn chartLeases[Expiry Year], [Passing Rent]
Occupancy by property typeBar chartProperty[Property Type], [Occupancy %]
Rent rollTableLeases[Tenant], Property[Property], Leases[Expiry Date], [Passing Rent], [Rent per m²]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

An asset manager reads a property portfolio in two time frames: what the buildings earn today and when that income is at risk. The five cards cover today (occupancy at the latest month end, net operating income, passing rent) and the risk (WAULT, the weighted average unexpired lease term, and the rent on leases that end within twelve months).

The map on the left sizes each city by NOI, so a city with many small assets doesn't look more important than one large distribution park. On the right, the lease expiry profile is a column chart of passing rent by the year each lease ends. A tall column two years out is the re-letting risk the investment committee will ask about first.

Occupancy by property type is sorted lowest first, because vacancy is the number to act on. The rent roll lists every lease with tenant, property, expiry date, annual rent and rent per square metre, sorted by rent so the largest tenants lead.

WAULT is weighted by rent, not by area or lease count: a ten-year lease on a large warehouse matters more than a short let on a small studio. The sample is 14 fictional UK assets with a rent roll and 12 months of income and costs; city names are real so the map geocodes.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Real Estate Property Portfolio template
VisualTypeXYWidthHeight
Property typeSlicer9202416040
CitySlicer10962416040
OccupancyCard4011216864
Net operating incomeCard29611216064
Passing rentCard54411216064
WAULT (years)Card79211216064
Rent expiring in 12 monthsCard104011216064
NOI by cityMap40224456456
Lease expiry profileColumn chart544224328192
Occupancy by property typeBar chart920224320192
Rent rollTable544464696216

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Real Estate Property Portfolio first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 168×64 px · bound to [Occupancy %]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Occupancy". It sits in a 168×64 px slot on a designed report page. Match the report's brand: data colours #1E3A5F, #778DA6, #B5651D, #5E7A8C, #A18758, #3D6B5A; background #FFFFFF; text #1B2430; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Occupancy %]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Slate Executive

Quiet grey-and-navy Power BI theme for board packs and executive scorecards: low-saturation data colours, one navy accent, strong text contrast.

See the Slate Executive palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Real Estate Property Portfolio template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 4 tables and 6 DAX measures, and every visual on the page is already bound to it. The sample: A fictional UK property portfolio of 14 office, retail, industrial and residential assets: a rent roll of current leases with expiry dates, and 12 months of rental income, operating costs and occupied area per property (Nov 2025 to Oct 2026). The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Real Estate Property Portfolio template?

The page has 11 visual areas: 2 slicers, 5 cards, 1 map, 1 column chart, 1 bar chart, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Real Estate Property Portfolio template use?

It ships with the Slate Executive theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Real Estate Property Portfolio template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Real Estate Property Portfolio template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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