Property Portfolio Summary – Excel Template


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Description

One view of every property you own: value, mortgage, equity, rental income, yield, capital gain and loan-to-value.

  • Automatic summary: Properties, Portfolio value, Total equity, Net annual income, Portfolio loan-to-value, Portfolio net yield
  • Calculated for you: Equity, Net annual income, Net yield on value, Capital gain, Loan-to-value
  • Drop-down menus for quick, consistent entry
  • Colour-coded status and progress highlights
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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