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. 

Asset Inventory

  1. Dashboard – Property and deal overview
  2. Payments – What payments need to be made, when they need to be made, and if they have been made
  3. Monthly – expenses, income, principal, interest, vacancy rate, evictions, and inspections
  4. Contacts – Market resource contact information