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Updated 12 months ago on . Most recent reply

Tyler Gilpin's profile image
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Tyler Gilpin
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Tyler Gilpin
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Tyler Gilpin
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General Real Estate Investing

Keeping track of portfolio financials

Tyler Gilpin
Posted

How do you guys keep track of your portfolio financials? Cash flow per unit, how much is left on mortgage per unit, etc. Lay everything out in Excel or do you use an app? 

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Max Emory
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Max Emory
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Max Emory
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Replied

@Landon Mizuguchi, nice. Does your software allow you to have a 100% accurate balance sheet per separate filing entity? That's usually the main issue we see with QBO. Other than that, it's great for what we do for REIs (and myself as an REI).

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