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Portfolio Roll Up Module

$0.00

This Portfolio Roll-Up Module lets you input monthly financials for each property and instantly generate a portfolio-wide summary. The tool surfaces key metrics like average rent, operating income, and cash flow — all dynamically calculated and visualized. It's built to save time, reduce errors, and bring portfolio clarity into one clean dashboard.

  • Automatically aggregates metrics like GPR, EGI, NOI, and cash flow across properties

  • Calculates portfolio-level performance indicators including DSCR, cash-on-cash return, and occupancy

  • Designed to be fast, simple, and flexible — ideal for syndicators, operators, and asset managers

Samples Of Our Financing/Debt Module

Input Portfolio Metrics

Spreadsheet showing financial data for Stonebook Flats and The Juniper at Westwood for three months in 2018, including gross potential rent, effective gross income, total expenses, net operating income, debt payments, loan proceeds/payoff, acquisition/disposition, and net leveraged cash flows.

Portfolio Summary Page

A real estate portfolio summary spreadsheet showing sections on Portfolio Snapshot, Return Metrics, Portfolio Strategy Overview, and Portfolio Average Annual Financials, with data on total portfolio value, cash flow, expenses, rent, and sale prices, along with a pie chart of strategy distribution and a bar chart of sale prices across different properties.

The Fractional Analyst’s
Development Cost Curve

Upgrade your underwriting process with our model that delivers speed, accuracy, and confidence across all your deals.