Real Estate Investing & Property Management Excel Systems
Underwrite acquisitions, track multi-unit rent rolls and CAM reconciliations, and prepare Schedule E tax summaries in clean, macro-free Excel workbooks.
Multi-unit rent roll, tenant lease expiry tracker, repair logs, and Schedule E tax matrix.
70% Rule maximum allowable offer (MAO), 35-point rehab estimate, and hard money holding costs.
Property registry, reservation log with platform fees and net payouts, and Schedule E-ready expenses.
Lease abstract with rent escalations, a CAM / tax / insurance expense pool, pro-rata shares, caps, admin fee and a year-end true-up per tenant.
Unit mix and renovation premiums, T-12 to 5-year NOI, debt sizing, exit-cap sale and an LP/GP promote waterfall in one workbook.
Dues by unit type, charges and payments per owner, delinquency aging with late fees, budget vs actual and reserve fund balance vs your component plan.
Gross commission, referral fees, brokerage split until your annual cap, fees and net to agent for every deal, plus a probability-weighted pipeline.
Unit-by-unit rent roll with physical and economic occupancy, street rate vs in-place rent, rate-increase candidates and a delinquency timeline.
One trust ledger for all your owners: rent in, fees and expenses out, owner draws, security deposits held and a bank reconciliation that must balance.
Need a quick browser calculation? Try our Real Estate Cap Rate, NOI & Cash-on-Cash Calculator
100% free interactive calculator with instant formulas—no email or registration required.
Frequently Asked Questions — Real Estate & Property
Are repairs and expenses mapped to IRS Schedule E categories?
Yes. Our rental property ledgers categorize operating expenses to align with standard Schedule E tax reporting.
Can I track multiple properties or units in a single workbook?
Yes. All tables support multi-property and multi-unit filtering with consolidated portfolio KPIs on the Executive Dashboard.