Tips and Tricks on Organizing all those Deals you analyze?

Tips and Tricks on Organizing all those Deals you analyze?

Contractor · Sandpoint, ID · Member since 2019 · 5 posts · 1 vote

Yes, we all analyze deals but sometimes they get lost in the masses. I'm just wondering if anyone has a spreadsheet or an app that helps you track your analyzed deals from best performance to worst. I think it would be handy if I could glance at 1 sheet and see which property has the best Cash on Cash ROI, Cash Flow Etc. When it comes to excel I'm very uneducated but I think it would be so helpful to enter property data and then the spreadsheet would automatically order these measures best to worst preforming. Maybe I am unorganized but I would love to hear how you do it?

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  • Rental Property Investor · Grand Haven, MI · Member since 2015 · 150 posts · 127 votes
    6y

    @Chris Acosta, here's what we use:

    Pending Purchases/sales - Brokermint.com - updated daily

    Financials - QB online - updated daily

    Rental Performance - handmade spreadsheet to track ROI, cash flow etc - we update monthly

    Lead Gen - handmade spreadsheet to track ROI, revenue, expenses- we update quarterly

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