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All Forum Posts by: Jake Mazur

Jake Mazur has started 1 posts and replied 2 times.

Post: Investors - Record Management Best-Practices?

Jake MazurPosted
  • New to Real Estate
  • Rockville, MD
  • Posts 2
  • Votes 1

Thanks for your reply, Kevin!  That makes sense that beyond 5 or so properties is where a CRM would really shine. 

Post: Investors - Record Management Best-Practices?

Jake MazurPosted
  • New to Real Estate
  • Rockville, MD
  • Posts 2
  • Votes 1

Hey BP!

I'm interested in learning more about how some of you in the community maintain records for your real estate portfolios.  For example, how do you track your properties, tenants, contractors, repair costs, overhead costs, leases, contact information, etc.  Do you track this in Excel, do you subscribe to an over-the-shelf CRM, or do you utilize another method?  

I'm hoping to learn more about what systems some of you have had success with, as well as what has not worked out so well.

Thanks!

Jake