Rental Property Investor OS

Portfolio Overview

Your entire rental operation, at a glance

Total Units

properties tracked

Occupancy Rate

occupied / total

Monthly Cash Flow

across all properties

Portfolio Value

combined current value

Occupancy Summary

🏠

No properties yet

Add properties in the Properties tab

Upcoming Lease Expirations

📅

No leases expiring soon

Lease data lives in the Rent Roll tab

Quick Notes, Portfolio-Level

Free Notion Upgrade Included

Message the shop after purchase, same five tabs, live calc sync, multi-device access. Every buyer gets it within 24 hours.

Properties Registry

Per-unit master record, the foundation every other tab builds from

Add / Edit Property

Property Address

Property Type

Status

Purchase Price ($)

Current Value ($)

Acquisition Date

Monthly Mortgage ($)

Monthly Rent ($)

Beds / Baths

Notes

Property Portfolio (0 units)

Address	Type	Status	Purchase Price	Current Value	Equity	Mortgage/mo	Rent/mo	Beds/Bath	Acquired	Action
🏠 No properties yet, add your first above

Rent Roll + Tenants

Active leases, tenant contacts, payment status, deposit tracking

Add / Edit Tenant Record

Property Address

Tenant Name

Phone

Lease Start

Lease End

Monthly Rent ($)

Security Deposit ($)

Payment Status (this month)

Tenant Notes

Active Rent Roll (0 tenants)

Property	Tenant	Phone	Email	Lease Start	Lease End	Rent/mo	Deposit	Payment	Notes	Action
👥 No tenants yet, add your first above

Cash Flow + Expenses

Per-property income and expense log, IRS Schedule E categories

Log Income / Expense Entry

Property

Date

Type

Amount ($)

Vendor / Source

Notes

Schedule E, Expense Summary

Mortgage Interest$0

Property Taxes$0

Insurance$0

Repairs & Maintenance$0

Property Management$0

Utilities$0

Depreciation$0

HOA Fees$0

Advertising$0

Legal & Professional$0

Total Expenses (logged) $0

Total Income (logged) $0

Accountant Notes

Schedule E Tip

Every expense entry above maps to an IRS Schedule E line. Share this summary with your CPA, it replaces the manual grouping step.

Full Transaction Log (0 entries)

Date	Property	Type	Amount	Vendor / Source	Notes	Action
💰 No transactions yet, log your first above

Returns Engine

Live cap rate, cash-on-cash ROI, NOI, equity, and portfolio rollup, no spreadsheet required

★ EXCLUSIVE ZONE, Returns Engine

Enter your property's numbers below. Cap rate, cash-on-cash ROI, NOI, monthly cash flow, annual cash flow, and equity calculate instantly as you type. Change any assumption, every metric updates in real time. This is what no Etsy competitor ships.

Property Inputs

Property Label

Purchase Price ($)

Current Value ($)

Down Payment ($)

Remaining Mortgage ($)

Gross Annual Rent ($)

Monthly Mortgage P+I ($)

Annual Property Taxes ($)

Annual Insurance ($)

Annual Maintenance ($)

Management Fee (% of rent)

Vacancy Rate (%)

Live Calculated Results

Net Operating Income (NOI / yr) ,

Monthly Cash Flow ,

Annual Cash Flow ,

Cap Rate ,

Cash-on-Cash ROI ,

Current Equity ,

Total Return on Investment ,

How to read: Cap Rate = NOI / Current Value (property-level return ignoring financing). Cash-on-Cash = Annual Cash Flow / Cash Invested (your actual return on dollars deployed). ROI = (Equity + Cumulative Cash Flow) / Cash Invested.

Portfolio ROI Rollup (from Properties tab)

Total Portfolio Value

sum of current values

Total Equity

value minus mortgage balances

Monthly Gross Rent

all properties combined

Monthly Mortgage Total

all properties combined

Estimated Net Monthly

rent minus mortgages (rough)

Portfolio Units

tracked properties

Exportable Summary Note

This tab is in the full version