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Updated about 6 years ago, 10/06/2018

User Stats

14
Posts
7
Votes
Steven Thoma
  • Mason City, IA
7
Votes |
14
Posts

Investors - How Do You Track Your Properties?

Steven Thoma
  • Mason City, IA
Posted

Investors, and in particular those that do *not* manage their properties - how do you track your properties? Is there a program or software that allows you to easily observe all the properties in your portfolio, as well as their details? Perhaps displaying it in a format like a TD Ameritrade or other investing site. I know there are many property management programs available, but I feel these are geared more toward operating the properties rather than tracking a portfolio. Some of the things I'd like it to do/keep track of:

-Track purchase price, details of any loans, and current equity in the property as well as total portfolio equity

-Track current and past rents for properties

-Track total ROI for individual properties, as well as entire portfolio

-Track expenses, be able to upload receipts, bills, etc

Any suggestions are greatly appreciated. Thanks!

-Steven Thoma

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