Real Estate Investment & Rental Property Excel Templates

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.

The complete 8-system macro-free Microsoft Excel core operations library. Operations, finance, field services, real estate, and team operations.

Sub-assembly component costing, direct labor hours, machine overhead allocation, and batch pricing.

AIA G702 Application for Payment, G703 Continuation Schedule of Values, retainage %, and change order log.

Fixed asset register with straight-line depreciation, salvage value, and MACRS property class tagging.

Sequence work orders, load work centers against available hours and net material requirements through the BOM.

Next-due PM dates per asset, work order costs, breakdown downtime with MTBF and MTTR, and spend against budget by zone.

Five-year linked income statement, balance sheet and cash flow with working-capital, capex and debt schedules and a balance check.

Log foreign-currency receivables and payables, see realized and unrealized FX gain or loss, net exposure by currency and what each conversion provider really costs.

Amortize every business loan, see the interest saved by extra principal and test refinance offers for monthly savings and break-even months.

Tax-lot holdings across accounts, target vs actual allocation with buy/sell amounts, dividend income calendar and fund fee totals.

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.

Enter shift start and end times; the workbook works out paid hours (overnight included), overtime, labor cost, coverage by time block and labor % of forecast sales.

Log monthly capacity, PTO and billable hours per consultant to get utilization %, realization, bench cost, margin and a 3-month bench forecast.

Track production by dentist and hygienist, UCR vs PPO-allowed fees, write-offs, schedule kept and collections percentage.

Plan tax season by week: estimated hours per return type against preparer and reviewer capacity, filing deadlines and client billing.

See what each managed-services seat really earns: price per seat less tool stack cost, support labor and overhead, plus SLA results by priority.

Bridge reported net income to seller-adjusted and buyer-adjusted EBITDA, with every add-back's enterprise-value impact and a working-capital peg.