Rental Property Spreadsheet Template

Use the Real Estate Holdings spreadsheet to summarize all your assets, debts and liabilities. This is a very simple sheet that will allow you to have an overview of all your properties.
This calculates Total Market Value and Mortgage Balances.

The following inputs are allowed but you can modify it and add or delete sections.
Property Type:
Ownership %
Co-Owned with Spouse
Managed By
Property Description
APN
Property Address
City, State, Zip
Date Purchased
Purchase Price
Estimated Market Value
1st Mortgage Balance
Lender
Interest Rate
Maturity Date
Payment 1st Mortgage
All Other Mortgages/Liens
(include loans and equity lines)
Lender(s)
Payments – Other Mortgages
Annual Property Tax/Insurance
Gross Monthly Rent
Property Type: SF=Single Family, MF=Multi Family, C=Commercial/Industrial, L=Land/Acreage
Property Type:
Ownership %
Co-Owned with Spouse
Managed By
Property Description
APN
Property Address
City, State, Zip
Date Purchased
Purchase Price
Estimated Market Value
1st Mortgage Balance
Lender
Interest Rate
Maturity Date
Payment 1st Mortgage
All Other Mortgages/Liens
(include loans and equity lines)
Lender(s)
Payments – Other Mortgages
Annual Property Tax/Insurance
Gross Monthly Rent

Rental Property Spreadsheet Download