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Updated about 2 months ago on . Most recent reply

User Stats

20
Posts
12
Votes
Krista Lance
  • Investor
  • Santa Barbara, CA
12
Votes |
20
Posts

I need a portfolio spreadsheet for my actual numbers

Krista Lance
  • Investor
  • Santa Barbara, CA
Posted

Hello,
I'm looking for a spreadsheet to track my entire portfolio (7 properties) with my actual numbers and to see/understand which assets are performing best to least. I have individual spreadsheets for each property that I used in my initial analysis for purchasing the asset of course, but I'd love to see everything all together now with real-time numbers.

Where can I find something like this?
Thank you!

Most Popular Reply

User Stats

436
Posts
210
Votes
Ty Coutts
  • Lender
  • Colorado
210
Votes |
436
Posts
Ty Coutts
  • Lender
  • Colorado
Replied

Hey Krista, 

Personally, I use Excel and Google sheets to keep track of all my analytics. A popular Excel template is Vertex42 as it automatically includes spaces for property details, rental incomes, expenses, and a summarizing sheet. I suggest keeping track of these key features which range from cap rate to, cash flow, ROI, and asset comparison. Also, you can search for free real estate investment portfolio templates for Google sheets. These often include detailed income/expense tracking, asset value tracking, and performance metrics. If you have any more questions, feel free to DM me.

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