If your team owns or manages a large number of properties, you need a single source of truth. Here’s how we use Notion as our centralized property database and how it saves us from a mess of outdated Excel files. 🧵

I want to teach my kids about investing so I let them pick companies they’re familiar with (Costco and Target) and bought them real physical shares of stock (not all companies still offer physical stock). A few companies offer obtaining physical stock as a service but I went directly through the transfer agents, which was much cheaper (Costco was $25 and Target was free). Hopefully seeing these certificates every day sparks an interest. I have them add and subtract closing prices and we talk about what makes stock prices move. I explained that they're now owners of these companies so they’re even more excited to shop at these stores.

EliseAI is hosting a webinar introducing their AI agent Apollo on 10/1: eliseai.com/webinars/introdu…

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EliseAI released videos of all their sessions at their conference. A lot of great discussion about AI from owner/operators can be found here: eliseai.com/elise-beyond/ses… These two had perspectives from companies starting from scratch and are more stabilized: - Where to Start with AI: Structuring Pilots, Rollouts, and Head-to-Head Evaluations - The Power-User Playbook: How to Maximize ROI on Multifamily AI

As an affordable housing developer and owner/operator in California, we work with numerous regulatory agencies and funding programs. If you've wondered why affordable housing is so expensive to build in California, here's one reason: we have 110 different programs, each with its own compliance requirements, layered across our 160 properties. We try to turn that complexity into structured, searchable data by documenting each program's requirements in Notion and linking them to the properties and units they govern. We can open a program's page and instantly see every property and unit it applies to, or open a property's page and see every funding program and compliance requirement tied to it. Because the information is structured in Notion, we can also use Notion AI to ask questions across it and quickly surface the requirements that apply to a specific property, program, or unit.

Had @Muse log into all my utility accounts, download all bills it could find, save the bills in Google Drive and log cost/usage data and links to the bills in Notion. This would have taken me hours to do manually for electricity, gas, water, trash, internet, etc.

This 20-min video, What Your Tech Stack is Costing You, from @elise_ai's first conference was the most informative session I attended. eliseai.com/sessions/what-yo… Lots of companies want to consolidate their tech stack but the real goal should be process consolidation. These slides provide a framework to review whether new tools will truly help you remove processes.

Just had @Muse submit a Dependent Care FSA claim end to end with no involvement from me besides prompts. It searched my Gmail for the receipt, logged into my FSA account and filed the claim correctly. Having AI take care of these small papercuts that add up over time will be extremely helpful.

This is so important for large teams in Notion. We can now set default AI instructions for all 500+ of our staff using Notion AI. One of the risks of deploying AI across an organization has been consistency. When hundreds of employees ask Notion AI questions about policies or property information, inevitably, they will get different answers depending on how they phrased a question or which sources the AI finds. Notion now allows workspace level AI instructions that gives us an important layer of governance. We can set default Notion AI instructions with: - which databases are the source of truth for specific information - which sources should take precedence when information conflicts - which definitions or terminology everyone should use - what information should be emphasized in an answer Notion has been our company brain and we can now shape how that brain responds across the organization.

Here's EliseAI's Apollo: eliseai.com/apollo

If you're using X Money, you can only designate a beneficiary on the website (cannot do it through the app). 1. In X Money on website (not app), click on Settings icon at top right 2. Click Beneficiaries > Add a new beneficiary 3. You can then add an individual or a trust as a beneficiary

People often mention how AI gets smarter over time but what does that look like in practice, specifically in property management? One example is how we use @elise_ai for resident communiations. We have a knowledge bank in EliseAI with hundreds of scenarios and information that our AI assistant references when responding to residents. For example, if a resident asks how to pay rent, the AI assistant will respond with the payment options we documented in our knowledge bank. However, if a resident asks a question that the AI is unable to answer, it passes the question to our site team to respond. When our site team responds, EliseAI automatically proposes a knowledge entry based on the site team's response for us to review. If we approve it, that information becomes part of the AI's knowledge going forward. If another resident (even at a different property) asks a similar question, the AI can then answer the question. Every day, there's new knowledge for us to review and approve, and as the knowledge bank grows, the AI can handle more questions without requiring our site team to respond. This system is essentially documenting our SOPs and specialized property knowledge in real time.

A misconception about affordable housing is that it's strictly for low-income families. The reality is slightly nuanced in that a household must qualify as low-income at move-in only. If they earn more afterwards, owner operators cannot evict based on income only (at least in California) leading to situations like in this article. A California bill pendign the Governor's signature (AB 2689) would allow termination of tenancy if a household's income exceeds 140% of area median income (AMI).

Our community managers used to write an update on receivables, vacancies, recertifications, and capital projects in Excel every week. Each week would be a new Excel file. If you wanted to see trends, you would have to open several files to review. Now, managers provide updates in centralized Notion databases. This allows us to create custom database views for each supervisor to discuss these issues at 1:1 meetings. We also now see all historical information in one place. We can open a unit's page to see all historical vacancy efforts. We can open a resident's page to see all historical receivable collection efforts. Much easier to review activity and hold staff accountable.