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Trevor Wilcox
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Property Debt Service and Equity Tracker?

Trevor Wilcox
Posted

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

-Track Debt service pay down, appreciation estimates, etc

NOT looking for management software like Buildium, Doorloop, Appfolio, etc   

Any suggestions are greatly appreciated. Thanks!

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Nicholas L.
#2 Out of State Investing Contributor
  • Flipper/Rehabber
  • Pittsburgh
5,461
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Nicholas L.
#2 Out of State Investing Contributor
  • Flipper/Rehabber
  • Pittsburgh
Replied

@Trevor Wilcox

i track most of this with a spreadsheet for my 7-unit portfolio.  i hope one day to have a portfolio that is so big that i need software to do it =)

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