Property Portfolio Tracker - Manage Multiple Properties (Excel)

Managing multiple rental properties? Stop juggling spreadsheets! This comprehensive tracker gives you complete visibility across your entire portfolio in one organised system.

⚠️ IMPORTANT DISCLAIMER:

This tracker is a RECORD-KEEPING and ORGANISATION TOOL ONLY. It does not constitute financial, investment, tax or legal advice.

ROI calculations and metrics are for YOUR REFERENCE only - they do not account for all costs, risks or individual circumstances. Property investment involves risk. Market values fluctuate. Past performance does not indicate future results.

Always consult qualified professionals:

• Financial adviser for investment decisions

• Accountant for tax implications

• Real estate agent for property valuations

• Lawyer for legal matters

• Mortgage broker for financing

By purchasing, you acknowledge this is an organisational tool and you will seek professional advice for financial decisions.

✅ WHAT'S INCLUDED:

• Professional Excel spreadsheet

• 6 comprehensive worksheets

• Track up to 10 properties

• 69 automatic formulas (zero errors!)

• Portfolio dashboard with auto-calculations

• Property comparison & simplified ROI analysis

• Tenant directory

• Vendor contact database

• Important dates tracker

• Full-size cover image

• Detailed quick start guide

✅ THE 6 WORKSHEETS:

**🏠 PROPERTY LIST**

Track every detail for up to 10 properties:

• Address and location

• Purchase price and date

• Current market value (your estimates)

• Mortgage balance

• Monthly rent income

• Property type (house, apartment, etc.)

• Bedrooms and bathrooms

• Occupancy status

**📊 PORTFOLIO DASHBOARD** (AUTO-CALCULATED)

Instant overview of your entire portfolio:

• Total portfolio value

• Total mortgage debt

• Net equity (what you actually own)

• Portfolio equity percentage

• Total monthly rent income

• Total annual rent income

• Average property value

• Average monthly rent

• Property comparison table

• Simplified ROI analysis per property

• Annual yield % per property

**👥 TENANT DIRECTORY**

Organise tenant information:

• Which property they occupy

• Contact details (phone, email)

• Lease start and end dates

• Monthly rent amount

• Bond/security deposit

• Important notes

**🔧 VENDOR CONTACTS**

Service provider database:

• Property-specific or general vendors

• Service type (plumber, electrician, etc.)

• Company and contact person

• Phone and email

• Quick reference for emergencies

**📅 IMPORTANT DATES**

Never miss critical deadlines:

• Lease end dates

• Inspection due dates

• Renewal deadlines

• Maintenance schedules

• Action required tracking

**📖 INSTRUCTIONS**

Complete user guide

✅ KEY FEATURES:

• Professional colour-coded system (Blue=input, Black=calculated, Green=linked)

• Automatic portfolio calculations

• Property performance comparison

• Simplified ROI and yield analysis per property

• Net equity tracking

• Mortgage vs value tracking

• Tenant and vendor organisation

• Critical date monitoring

✅ AUTOMATIC CALCULATIONS:

• Total portfolio value

• Total mortgage debt

• Net equity across all properties

• Portfolio equity percentage

• Total monthly & annual rent

• Annual yield % per property

• Equity % per property

• Average metrics

✅ PERFECT FOR:

• Landlords with 2-10 properties

• Property investors building portfolio

• DIY property managers

• Real estate entrepreneurs

• Anyone tracking multiple rentals

✅ WHY YOU NEED THIS:

• See your entire portfolio at a glance

• Track basic metrics for comparison

• Monitor equity building

• Organise tenants and vendors in one place

• Never miss important dates

• Professional reporting format

✅ WORKS ANYWHERE:

Universal format. Track properties in any country.

✅ INSTANT DOWNLOAD:

Delivered immediately. Works with Microsoft Excel 2010+, Google Sheets and LibreOffice Calc.

✅ TESTED & VERIFIED:

69 formulas - zero errors guaranteed. Fully tested with sample data.

📥 DIGITAL PRODUCT - NO REFUNDS

This is a digital download. All sales are final once accessed.

⚖️ DISCLAIMER:

This tracker is for personal record-keeping and organisation only. Does not constitute financial, investment, tax or legal advice. Property values shown are user estimates. ROI calculations are simplified. Always consult qualified professionals for investment, tax and legal decisions.

© 2026 Maximus Real Estate | Perth, Western Australia. All Rights Reserved.