Commercial & Portfolio · Excel
Rental Portfolio Dashboard
Track up to twenty properties, their cash flow, leverage, reserves and upcoming maturities.
What you enter
- Property values and debt balances
- Monthly rent, operating costs and debt service
- Reserves and months until maturity
What you get
- Portfolio monthly cash flow
- Weighted portfolio LTV
- Reserve gaps and upcoming maturities
How to use it
- Submit your email to unlock the workbook or tool. Any PDFs below download directly without an email.
- Save a working copy, review the instructions and replace the example with your records.
- Check the results against your lender’s terms and retain a dated copy for the property.
Excel workbooks contain editable inputs and formulas. Example assumptions are illustrative; they are not current market quotes or financing commitments.