Real Estate Investment Tracker

Description

Take Control of Your Property Portfolio With Confidence & Clarity.

Managing multiple properties, tenants, mortgages, income, and expenses can quickly become overwhelming — but it doesn’t have to be.

The Ultimate Real Estate Investment Tracker for Excel & Google Sheets gives real estate investors, landlords, and property managers a complete, automated system to track, analyze, and grow their portfolio with ease.

With powerful tools for property analysis, cash flow tracking, mortgage planning, tenant & lease management, and document organization, this all-in-one solution helps you stay fully in control — while saving hours every month.

⦿ Why Choose This Ultimate Real Estate Investment Tracker?

• All-In-One Property Management System
From transaction logs and dashboards to mortgage trackers, lease management, and a full property database — everything you need to manage your real estate portfolio is in one professional hub.

• Accurate, Automated & Easy to Use
Every tab is automated with formulas to calculate cash flow, ROI, loan payments, lease durations, and summaries — giving you real-time insights without manual work.

• Clean, Modern & Professional Layout
A sleek, organized interface ensures clarity and focus while reviewing your investments.

• Save Time & Avoid Costly Mistakes
Automated summaries, filters, and dashboards make it easy to track performance, due dates, loan schedules, and tenant details — reducing stress and keeping your portfolio running smoothly.

⦿ What’s Included in This Tracker?

• Setup Tab
Customize key settings to align the system with your investment strategy.

• Dashboard (Automated)
Get a real-time snapshot of portfolio performance: rental income, expenses, cash flow, occupancy, loan totals, and property statistics — all automatically updated.

• Property Database
Store and manage detailed information for every property, including purchase details, characteristics, valuation, and financial performance.

• Transaction Log
Record and categorize all income and expense transactions linked to each property for accurate financial tracking.

• Transaction Filter Tool (Automated)
Instantly sort and filter transactions by property, date, category, or type to analyze your spending and profits.

• Property Sale Tracker (Automated)
Track property disposals, net proceeds, capital gains, and sales summaries with automated calculations.

• Property Portfolio Overview (Automated)
Get a comprehensive visual summary of your entire investment portfolio — including values, net cash flow, and performance metrics.

• Property Gallery (Automated)
See your best-performing properties instantly in a clean card layout showing ROI, value, income, and key details — with the option to upload images for a visual overview.

• Income Tracker (Automated)
Monitor rental income, deposits, and additional revenue streams with automated monthly and annual totals.

• Expense Tracker (Automated)
Track operating expenses, maintenance, utilities, taxes, insurance, and more — all summarized by category and property.

• Mortgage & Loan Tracker (Automated)
Manage all loans with automatic calculations for loan details, interest, and amortization details.

• Loan Payment Schedule (Automated)
View complete amortization tables for each loan, including principal vs. interest breakdowns and scheduled payment timelines.

• Tenant & Lease Management (Automated)
Track tenant details, lease terms, rent amounts, renewal dates, and occupancy status — fully automated and easy to maintain.

• Task Tracker
Manage tasks, maintenance activities, repairs, and property projects with priorities, due dates, and status tracking.

• Document Tracker
Store important document references (contracts, warranties, receipts) with renewal reminders and expiration summaries.

• Contacts List
Organize contact information for contractors, agents, tenants, lenders, and service providers in a clean directory.

⦿ Who Is This Tracker For?

✔ Real estate investors managing rental properties
✔ Landlords tracking income, expenses, and tenants
✔ Property managers need a reliable record-keeping system
✔ House flippers and BRRRR investors are monitoring transactions and returns
✔ Anyone wanting a clean, automated real estate investment portfolio management tool

⦿ How It Works

• Purchase & Instant Access
Download your editable Excel & Google Sheets files immediately.

• Customize in Minutes
Add your properties, tenants, and financial data — the system updates automatically.

• Manage With Confidence
Track cash flow, monitor leases, analyze loan schedules, organize documents, and manage your growing portfolio with clarity.

⦿ Why This Template Stands Out

✔ Works seamlessly in both Excel & Google Sheets
✔ Fully customizable for landlords, investors, or property managers
✔ Accurate formulas for cash flow, ROI, and loan tracking
✔ Clean, modern, and intuitive design
✔ Backed by responsive support — help whenever you need it

Stay organized, reduce stress, and take full control of your real estate investments with a system built for clarity, accuracy, and long-term success.

⦿ Need Help?

Got a question? We’re here for you. Reach out anytime, and our team will gladly assist with anything you need.

© Copyright Notice

This product is for personal use only. Commercial use, resale, or redistribution is strictly prohibited. All content and designs are the intellectual property of our brand.