Portfolio Organization Sheet
Managing multiple properties? This sheet keeps your entire portfolio clear and organized in one place. Track key data like acquisition dates, purchase prices, financing terms, rents, and performance metrics with ease.
Key Features
- Central dashboard for all properties
- Tracks key details: address, financing, rents, management
- Optional notes section for strategy, contacts, or goals
- Great for review meetings or financial planning
Use Cases
- Annual net worth reviews
- Quick snapshot for lenders or partners
- Property-by-property comparison
- Perfect for scaling investors juggling multiple deals
