How to stay organized with portfolio of properties
- Purchase docs
- Pictures
- Tenant leases
- Paper trail
- Year 1 (e.g. 2015)
- Insurance
- Mortgage Statements
- Owner Statements
- Property Taxes
- HOA
- Year 2 (e.g. 2016)
- Year 1 (e.g. 2015)
I'm wondering how others with more than just a handful of properties stay organized. I have 25 properties, all professionally managed, so I'm largely keeping track of HOA, leases, property taxes, insurance, mortgage statements & income statements. Right now I'm using QuickBooks for the book keeping, and a simple file structure that looks like this:
Property name
I also have been using Excel to keep track of the occupancy status of properties and vacancy. How are others organizing their portfolio? Do you have a file structure? Are you using a software package?