What do I need to know and how am I going to find it out? I spent many years of trial and error searching for answers and feeling blindfolded by my lack of clarity. I didn’t know what I didn’t know. Now, I am certain what numbers are important, when I need to see them, how I am going to get them, where they are going to be recorded, who I need to ask, and who I need to tell. The objective of the Asset Inventory spreadsheet is to give you one location to see everything you need to know about every property in your portfolio.
- Dashboard – Property and deal overview
- Payments – What payments need to be made, when they need to be made, and if they have been made
- Monthly – expenses, income, principal, interest, vacancy rate, evictions, and inspections
- Contacts – Market resource contact information