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

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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