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Real Estate Investment and Asset Management

$469.99

SKU: BEBE1A17-26E2-9192-F367-494DC3D693B6 Category:

Description

This package is designed for real estate investors, landlords, and property managers, offering tools for portfolio monitoring, lease management, maintenance, and financial analysis. It comprises 11 interconnected databases: Property Inventory (address, type, purchase price, current valuation), Lease Management (tenant info, security deposits, lease terms, monthly rent), Rent Collection Records (automatically calculates arrears), Expense Details (property taxes, insurance, repairs, HOA fees), Cash Flow Dashboard (monthly net income), Maintenance Work Order Tracker (urgency level, contractor, completion status), Contracts & Document Archive (scanned leases, invoices), Tenant Communication Logs, Legal Compliance Checklist, Market Comparables (local rental rates), and Renovation/Remodeling Project Progress. All templates feature built-in automatic calculations for annualized returns (Cash-on-Cash Return, Cap Rate), vacancy rate statistics, and maintenance cost trend charts. Services include: Upon corporate purchase, clients receive a copy of the *Notion Real Estate Investment Tracking Handbook* (English PDF), which includes guidance on preparing tax records. We also offer one complimentary customization of the Cash Flow Report: we will adjust the summary views within the templates to align with the specific number of properties held by the user. Additionally, the package includes a bonus asset library containing 160 real estate-themed icons, as well as an automated “Tenant Lease Renewal Reminder” template. This package empowers investors to gain a clear understanding of each property’s profitability and maintenance requirements, enabling them to make more informed decisions.

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