How to create Property Portfolio tracker in Notion
If you own rental properties, it’s essential to manage your finances correctly to maximize your profits. In this lesson, I will show you how to create a simple, yet powerful dashboard for managing all your properties in one place. I use this setup in my personal workspaces to manage my duplex and a single-family.
Real estate investing is a complex business. As a result, there are many moving parts to manage in your portfolio.
One of the most important ones is tracking all of your properties in one place. This can get cumbersome over time if you do this manually or with multiple separate spreadsheets (e.g., Microsoft Excel).
In my opinion, Notion is a much better tool for managing real-estate portfolios since it gives you deeper insights into your data than a spreadsheet does and lets you create custom views for easily viewing and analyzing different aspects of the portfolio data as needed by that perspective at any given time.
In order to create a great portfolio managing tool, we have to track each property in one place with key information and fields that we can view quickly, easily, and across multiple views.
This should include any information about important dates for maintenance or renewals, tenant agreements, solicitors as well as other relevant details on HOA fees, and mortgage payments.
Great visuals like a cover image of your property will make it easier to identify properties in bulk!
Let me take you by hand and show you how I am building my databases for iManage! so you can replicate it in your workspace.