Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 54%
$32.50 /mo
$390 billed annualy
MONTHLY
$69 /mo
billed monthly
7 day free trial. Cancel anytime
Goals, Business Plans & Entities
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 2 years ago on . Most recent reply

User Stats

126
Posts
35
Votes

How do you monitor portfolio for yearly performance?

Posted

Hi Guys,

I have a couple of properties in multiple states where I do long-term rentals and BRRR strategy. I am working on my year end financial assessment to see how my properties performed for the last year 2021. Can you share any metrics or spreadsheets do you use to see the following?

1. Which properties are doing much better and which are not?

2. How can we say our strategy for ARV and cash flow play is working? What metrics to measure and are there tools and templates for this?

3. I also use multiple property managers who have their own year-to-date and year-end reports? Are there tools that you use to measure your portfolio performance across properties?

4. I also invest in BRRR but have been putting more money as a downpayment. How do we measure BRRR on our properties once we buy and refinance?

Buyan

Most Popular Reply

User Stats

4,908
Posts
13,015
Votes
Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
13,015
Votes |
4,908
Posts
Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
Replied

I use Xero (because QuickBooks sucks) and review the P&Ls along with ROE and IRR calcs using excel.

User Stats

4,908
Posts
13,015
Votes
Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
13,015
Votes |
4,908
Posts
Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
Replied

I use Xero (because QuickBooks sucks) and review the P&Ls along with ROE and IRR calcs using excel.

User Stats

9,861
Posts
5,555
Votes
Eliott Elias
  • Investor
  • Austin, TX
5,555
Votes |
9,861
Posts
Eliott Elias
  • Investor
  • Austin, TX
Replied

I have an excel sheet and outline the following on it. 

Value 
Cost Payoff Equity Rents Mortgage Taxes Insurance Mgmt Fee Date of Purchase Maturity Date Rate 
BiggerPockets logo
Get Your Ticket | 2025 PassivePockets Summit
|
BiggerPockets
This is your chance to connect with 150+ passive investors for two days of education, networking, and inspiration. Our agenda features speakers like Jeremy Roll, Brian Burke, Paul Shannon,...

User Stats

126
Posts
35
Votes
Replied

@Eliott Elias @Mike Dymski Thanks for sharing your views on it. I totally agree ROE , IRR, Equity are cool metrics. Mike, Is it possible for you to share an excel template for ROE and IRR? Eliot, how do you compute Equity and maturity currently?