Personal Finance
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Creative Real Estate Financing
presented by

Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated over 5 years ago on . Most recent reply

Portfolio Management Dashboard
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.