Real Estate Investment Business Financial Template

Description

This is a template for real estate investors on how to organize their real estate business financials.

Reviews
Real Estate Portfolio Date Name January-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ Repairs & Expenses Cash Flow FLIPS Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips % Yrs Rent Inc. PI-Pymt Taxes Ins. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 (Assets) ARV $0 $0 Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Totals Rentals GRAND TOTALS $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 % $0 $0 $0 Taxes $0 Ins. $0 $0 Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name February-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ Repairs & Expenses FLIPS Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips Property % Yrs Rent Inc. PI-Pymt Taxes Ins. $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 Taxes $0 Ins. $0 Repairs & Expenses Keepers Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS Property (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name March-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Cash Flow Type $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Cash Flow Type $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips Property % Yrs Rent Inc. PI-Pymt Taxes Ins. $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 Taxes $0 Ins. Keepers Property (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name Repairs & Expenses Cash Flow Type April-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips % Yrs Rent Inc. PI-Pymt Taxes $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 Taxes Repairs & Expenses Cash Flow Type Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name Ins. Repairs & Expenses Cash Flow Type May-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips % Yrs Rent Inc. PI-Pymt $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Ins. $0 $0 $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 Repairs & Expenses Cash Flow Type Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 rtfolio Date Name Taxes Ins. Repairs & Expenses Cash Flow Type Real Estate Portfolio June-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips % Yrs Rent Inc. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Taxes $0 Ins. $0 $0 $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 Yrs Rent Inc. Repairs & Expenses Cash Flow Type Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS (Liabi lities) Debt + C.O.I. Repairs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 state Portfolio Date Name PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow Type Real Estate Portfo July-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Property % Yrs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PI-Pymt $0 Taxes $0 Ins. $0 $0 Totals Flips $0 (Assets) ARV $0 $0 Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Totals Rentals GRAND TOTALS $0 $0 $0 $0 $0 $0 $0 $0 $0 % Yrs Repairs & Expenses Cash Flow Type Keepers Property (Liabi lities) Debt + C.O.I. Repairs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name Rent Inc. PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow August-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips Property % $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Taxes $0 Ins. $0 $0 Type $0 (Assets) ARV $0 $0 Net Equity $0 % 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS (Liabi lities) Debt + C.O.I. Repairs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name Yrs Rent Inc. PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow Type September-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ FLIPS Property $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Taxes $0 Ins. $0 $0 Totals Flips $0 (Assets) ARV $0 $0 Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Totals Rentals GRAND TOTALS $0 $0 $0 $0 $0 $0 $0 $0 $0 Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Type Keepers Property (Liabi lities) Debt + C.O.I. Repairs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name % Yrs Rent Inc. PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow Type October-06 (Assets) ARV (Liabi lities) Debt + C.O.I. Repairs FLIPS Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 % $0 $0 Taxes $0 Ins. $0 $0 $0 (Assets) ARV $0 $0 Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Type Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS (Liabi lities) Debt + C.O.I. Repairs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name Net Equity or $ % Yrs Rent Inc. PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow November-06 (Assets) ARV (Liabi Debt + C.O.I. FLIPS Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips Property $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 % $0 $0 $0 Taxes $0 Ins. $0 $0 Type $0 (Assets) ARV $0 (Liabi Debt + C.O.I. Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio Date Name lities) Repairs Net Equity or $ % Yrs Rent Inc. PI-Pymt Taxes Ins. Repairs & Expenses Cash Flow December-06 (Assets) ARV FLIPS Type 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Flips Property $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 lities) Repairs Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 % $0 $0 $0 Taxes $0 Ins. $0 $0 Type $0 (Assets) ARV Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Keepers Property 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Totals Rentals GRAND TOTALS $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Real Estate Portfolio (Liabi lities) Debt + C.O.I. Repairs Net Equity or $ Repairs & Expenses Cash Flow Type % Yrs Rent Inc. PI-Pymt Taxes Ins. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Net Equity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 % $0 $0 $0 Taxes $0 Ins. $0 $0 (Liabi lities) Debt + C.O.I. Repairs Yrs Rent Inc. PI-Pymt Repairs & Expenses Cash Flow Type $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Name R E Business Income Wholesale Retail Options INCOME R E Agent Income Sales Comm. Management Consulting Date: TOTAL DEALER INCOME $0 TOTAL REALTOR INCOME $0 R E Investment Income Notes Rentals Lease Options Owner Finance Other Business Income TOTAL INVESTMENT INCOME $0 TOTAL OTHER INCOME $0 Other Resources: Available Credit (Credit Cards) Available Credit (Credit Lines) Total Available Credit $0 TOTAL BUSINESS INCOME TOTAL MONTHLY EXPENSES MONTHLY CASH Flow + / - $0 $0 $0 Business Budget DATE BUDGET TOTALS ACTUAL TOTALS Loans / Cerdit Cards Budget Actual Balance Salary / Payroll Assistant Budget Actual Balance Dues / Education Association Dues Subscription Services Continuing Education MLS Dues Budget Actual Balance Salary / Payroll totals Office Expenses Rent Water Electricity Gas Security Telephone / Internet 0 Budget 0 0 Dues / Education totals Travel Expenses Transportation Airplane Hotel Meals Entertainment 0 Budget 0 0 Loans / C. Card totals Financial Obligations Deferred Expenses Reserves Retirement (401k,IRA) Income tax (additional) 0 Budget 0 0 Actual Balance Actual Balance Actual Balance Office sub-totals Office Expenses Supplies Insurance Postage, Fed Ex, 0 Budget 0 0 Travel totals Marketing Newspaper / ads Fliers Business Caeds Signs Website 0 Budget 0 0 Financial Obgl. totals Miscellaneous 0 Budget 0 0 Actual Balance Actual Balance Actual Balance Office totals Transportation Gas/fuel Vehicle Loan Insurance Repairs 0 Budget 0 0 Marketing totals Salary / Payroll Receptionist Assistant 0 Budget 0 0 Personal totals Miscellaneous 0 Budget 0 0 Actual Balance Actual Balance Actual Balance Transportation Totals 0 0 0 Salary / Payroll totals 0 0 0 Misc payments totals 0 0 0 Date January February March April May June July August September October November December Enter Actual Totals Each Month

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