Investors - How Do You Track Your Properties?

[Steven Thoma]

Investors, and in particular those that do *not* manage their properties - how do you track your properties? Is there a program or software that allows you to easily observe all the properties in your portfolio, as well as their details? Perhaps displaying it in a format like a TD Ameritrade or other investing site. I know there are many property management programs available, but I feel these are geared more toward operating the properties rather than tracking a portfolio. Some of the things I'd like it to do/keep track of:

-Track purchase price, details of any loans, and current equity in the property as well as total portfolio equity

-Track current and past rents for properties

-Track total ROI for individual properties, as well as entire portfolio

-Track expenses, be able to upload receipts, bills, etc

Any suggestions are greatly appreciated. Thanks!

-Steven Thoma

[Shiloh Lundahl]

@Steven Thoma it sounds like you are looking for a real estate rental software. For the properties that I manage myself, I just use excel. It’s easy I can control create whatever columns that are important for me (tenants name and contact info, rents, current market value, loan amounts, monthly reaccuring bills, cash flow, etc). Then I share online quick books with my accountant to see the profit and loss statements. I manage about 35 properties this way. I also have an assistant who helps.