Portfolio Overview
The Portfolio API manages the inventory the AI leasing agent works from: properties, their floorplans, and their units.
Units usually belong to a floorplan, but can also sit directly on a property, which is useful for single-family homes or one-off units. Availability and pricing you write here is what the agent quotes to leads, effective immediately.
The hierarchy
Property
├── Floorplan
│ └── Unit
│ └── Unit
└── Unit ← units can also sit directly on a property- Properties are a building or address, with amenities, pet policy, and images.
- Floorplans are a reusable layout under a property (bedrooms, bathrooms, rent range).
- Units are an individual rentable unit, with its own availability and pricing.
All three support the same four standard operations.
Shared rules
Parent links are fixed. A floorplan’s propertyId, and a unit’s propertyId / floorplanId, are set on create and cannot be changed.
Deletes are guarded. A property or floorplan must be empty before it can be deleted:
409 Property not empty409 Floorplan not empty
PMS-synced records are read-only. If your portfolio syncs from a property management system such as Yardi, the integration stays authoritative and writes return 409 Managed by integration.