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Updated about 8 years ago,

User Stats

94
Posts
42
Votes
Natasha Keck
  • Investor
  • Mountain View, CA
42
Votes |
94
Posts

How to stay organized with portfolio of properties

Natasha Keck
  • Investor
  • Mountain View, CA
Posted

      I'm wondering how others with more than just a handful of properties stay organized. I have 25 properties, all professionally managed, so I'm largely keeping track of HOA, leases, property taxes, insurance, mortgage statements & income statements. Right now I'm using QuickBooks for the book keeping, and a simple file structure that looks like this:

      Property name

      • Purchase docs 
      • Pictures
      • Tenant leases
      • Paper trail
        • Year 1 (e.g. 2015)
          • Insurance
          • Mortgage Statements
          • Owner Statements
          • Property Taxes
          • HOA
        • Year 2 (e.g. 2016)

I also have been using Excel to keep track of the occupancy status of properties and vacancy.  How are others organizing their portfolio?  Do you have a file structure?  Are you using a software package?

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