Building a single source of truth for a property portfolio

One record does not mean one unqualified answer

A useful source of truth preserves competing sources, uncertainty and history. It does not silently overwrite an older fact or present a data match as verified evidence.

Use an enduring property identity

Anchor documents, facts, corrections and access permissions to a stable property record that survives a change of manager, adviser or internal team.

• Keep source and date beside the fact.
• Retain version history.
• Separate private evidence from approved public fields.
• Make access explicit and revocable.
• Record missing information as a state.

Measure improvement

Useful measures include the number of unresolved evidence gaps, time to find the source behind a statement, percentage of properties with reviewed core records and time required to prepare an authorised handover.