The Portfolio Predictor

I have reviewed many different spreadsheets over the years that help to predict cash flow and net worth growth in the future, but none of them seemed to be useful to real estate investors. I hired a CFO and had one created. I spent quite a bit of money developing it so that it could work for me, and I have been finding it helpful.

Now, I plan on rolling out the Real Estate Portfolio Excel spreadsheet tool in the fall that will help DurhamREI members who have multiple properties predict their cash flow and real estate portfolio value over time, set cash flow equity targets with and without JV partners, and input some variables that you can play with.

 

Summary

 

Mortgage Magic

 

Dashboard

If you are a current member of DurhamREI, you will get access to the tool and the training if you maintain your membership.

 

Here is what is happening:

👊 Buy access to the Portfolio Predictor Tool (Excel format for Windows/Mac) for just $297

👊 You can pay by credit card or email money transfer

👊 Offer ends Friday, 25th July at midnight

 

What Is Included:

What are the Tabs Inside the Portfolio Predictor Tool

Tab 0 – Instructions
Tab 1 – Portfolio
Tab 2 – Projections
Tab 3 – Summary – Based on Future Years that You Can Customize
Tab 4 – Mortgage Paydown –
Tab 5 – Dashboard – Mortgage and Financial Freedom Dashboard Visualizations

 

Quick Overview of How to Use the Tool

  1. Input your property details into the “Portfolio” tab.
  2. In the “Summary” tab there are 9 different variables that you can adjust to get the exact information that you are looking for and help you reach your real estate investing goals.
  3. In the “Mortgage Paydown” tab examine on a per property or portfolio over time
  4. In the “Dashboard” tab, you get eight different charts that help you visualize your portfolio and compare it to your Personal Expenses over time using a Growth Rate

 

Save yourself hours and hours of time trying to figure out these formulas yourself; it really is a no-brainer.