The TOOL - Manage your portfolio, evaluate new property etc.

Navigate the complex world of tax & asset protection (structuring)

The TOOL - Manage your portfolio, evaluate new property etc.

Postby Mark Steffens on Wed Aug 20, 2008 10:55 am

Hi, this is an excel spreadsheet that I developed to help me manage my portfolio, you can use the template to:

Keep tabs on your portfolio, equity / debt ratio etc.
Manage cash flows
Record Property Expenses
Evaluate new properties / run expansion scenarios
Estimate your tax
Record other (non-property) deductions
Create inspection sheets for when you go to check out your next potential!

It's a template setup for 5 properties and you can either just fill in the blanks or modify as much as you like. You'll need a basic understanding of MS Excel to ensure all the formulas and links are working for you. (I can't guarantee it's error free!)

Mark :mrgreen:
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The TOOL Template.xls
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