Real Estate Portfolio Summary (Excel Template)
This easy to use MS Excel template provides a snapshot of all your real estate assets.
- Use this template to keep track of your progress towards your real estate goals
- Always know your key metrics for each of the properties you own such as:
- Net worth
- Cash flow
- Equity available
- Mortgage balance, etc.
- This template makes your mortgage application process and shopping for money very straightforward!
- When applying for a new mortgage or refinancing, simply provide this template to your mortgage broker
- It will address 99% of their questions.
- The template comes with sample data for a portfolio of three rental properties and a primary residence.
- Get a great start or reference point
- Comes with field by field tips to help you understand the meaning of each row and column
- Feel free to use and adopt to your needs! The template is not locked or password protected!