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Updated over 5 years ago on . Most recent reply

User Stats

9
Posts
1
Votes
Scott Hasselbach
  • Investor
  • North Bend, Wa
1
Votes |
9
Posts

Portfolio Management Dashboard

Scott Hasselbach
  • Investor
  • North Bend, Wa
Posted

Does anyone have a spreadsheet they use to manage their existing portfolio performance metrics or have a system they can recommend?

I want a dashboard/scorecard that shows my individual properties performance and my entire portfolio performance. Ideally, I want to know my financial performance metrics (cash on cash return, return on equity, return on investment, occupancy %, etc) to understand how well each property is doing and plan for the future. It may include how much I paid for the property, my loan information, property management info/costs, comment section for planning upcoming CAPEX work and other information.

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