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One membership: every in-depth guide, plus the Deal Workspace. Templates are sold separately and bought once — see below.

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Every in-depth guide across Mortgage, Insurance, Investment, Salary, Rent and Budget, plus the Deal Workspace — our per-property case file for tracking a purchase from pre-approval to closing.

Every in-depth guide, across every category
Deal Workspace — per-property case file, multi-deal comparison, and buying-journey checklist
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Portfolio Roll-Up

$9.99

Ten properties on one page, using the same definitions as the Deal Analyzer so the two agree exactly. Gives you portfolio equity, loan-to-value, cap rate, cash flow and DSCR — the figures lenders increasingly underwrite an experienced investor on rather than looking at one property alone — plus a per-property flag for weak coverage. The concentration panel is the part no single property's page can show: how much of you sits in one county, with one insurance carrier, or on debt that all reprices in the same year.

Format: Excel (.xlsx)

Look inside

Preview only — scroll to read it. The file you download is fully editable.

Read-only preview of the Portfolio Roll-Up worksheet



Portfolio Roll-Up
Up to ten properties on one page. Every figure per property is the same arithmetic the Rental Deal Analyzer runs on one - what this adds is the portfolio total, and the concentration check underneath it. A single property's page can never show you that four of your five are in one county, on one car…

Part 1 - The properties

Property (address or label)	County / market	Purchase price	Current value	Loan balance	Annual rent collected	Annual operating expenses	Annual debt service
412 Maple St	Cuyahoga	178000	205000	128000	25200	12100	9840
77 Vine Ave	Cuyahoga	210000	232000	160000	28800	14600	12300
5 Birch Ct	Summit	141000	158000	96000	19800	10400	7450








Part 2 - What each one returns
Property	Equity	NOI	Cap rate on value	Annual cash flow	DSCR	Loan-to-value	Expense ratio
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx
ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx	ƒx

Part 3 - The portfolio
Properties	ƒx
Total current value	ƒx
Total debt	ƒx
Total equity	ƒx
Portfolio loan-to-value	ƒx
Total annual rent	ƒx
Total NOI	ƒx
Portfolio cap rate	ƒx
Total annual cash flow	ƒx
Portfolio DSCR	ƒx	Lenders increasingly underwrite the whole portfolio, not one property. A strong deal can be blocked by a weak one you already own.
Months of reserves your cash flow funds per year	ƒx	How many months of total debt service a year of cash flow would cover. Under one is a portfolio with no margin for a vacancy.

Part 4 - Concentration
County or market to test	Cuyahoga	Type one exactly as it appears in column B above.
Properties there	ƒx
Value there	ƒx
Share of portfolio value	ƒx	One hurricane, one hail storm, one factory closure, one reassessment. Correlated risk is the exposure a per-property analysis is structurally blind to.
Insurance carrier to test	Carrier A
Properties with that carrier	ƒx	A carrier exiting a state non-renews every policy it wrote there, not one. Concentration here is the reason a whole portfolio can need re-placing in the same 90 days.
Year to test rate expiry	2031
Loans repricing on or before that year	ƒx	Debt that all reprices together is the exposure that ends portfolios. Stagger it deliberately.

Every per-property figure here uses the same definitions as the Rental Deal Analyzer: operating expenses EXCLUDE debt service, NOI is rent less operating expenses, and cash flow is NOI less debt service. If you fill this from the Deal Analyzer's own outputs the two will agree exactly. Enter operati…

Notes

Preview shows the first 60 rows. The full worksheet continues for 5 more — the complete worksheet is in the download.

This template is general information, not financial, legal, or tax advice.