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Real Estate

Rental Property Portfolio

Track income, expenses, occupancy, and net cash flow across every unit. Auto-calculated portfolio totals, vacancy and lease-expiring callouts, per-property cash flow chart.

What's Inside

  1. Start Here — How to add units, link Income & Expenses, and what the Dashboard shows.
  2. Properties — One row per rentable unit. Status pills (Occupied / Vacant / Notice Given). Leases expiring within 60 days highlight yellow automatically.
  3. Income & Expenses — Monthly rent collected and per-property mortgage / insurance / taxes / maintenance. Net Cash Flow auto-calculates per row.
  4. Maintenance Log — Open work orders with priority and status pills, vendor, and cost.
  5. Dashboard — Snapshot (Monthly Income, Expenses, Net Cash Flow, Occupancy, Total Units), per-property cash flow table, vacancy / expiring-lease / open-maintenance alerts, and a column chart of net cash flow by property.

Key Features

Sample Formulas

Here are some of the formulas powering this template:

Auto Net Cash Flow per row
=C2-D2-E2-F2-G2
Portfolio occupancy rate
=COUNTIF(Properties!G2:G,"Occupied")/COUNTA(Properties!A2:A)
Lease expiring within 60 days (conditional format)
=AND(ISNUMBER($F2),$F2>=TODAY(),$F2<=TODAY()+60)

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