📝 Template Description
Ultimate Real Estate Investor's Dashboard is a powerful, easy-to-use Notion tool that gives you a complete overview of your real estate investment portfolio and the business. With this dashboard, you can track everything from finances and properties to leads and contractors.
Are you a real estate investor who is tired of keeping all the tasks, contacts, and important notes in your head?
Then this is the perfect tool for you!
The Ultimate Real Estate Investor's Dashboard will help you to organize everything in one place and have a complete overview of your investment portfolio and the business. It's a powerful and easy-to-use tool that is designed to make your life as a real estate investor easier.
Your ultimate way to manage your rent, expenses, bills, and other transactions so you can focus on your real estate business.
As a real estate investor, it's important to keep track of all the transactions related to your investments.
This can include rent, expenses, bills, and more. With this tool, you can manage your finances in one place so never stress about forgetting any of your bills again. Plus, you can focus on your real estate business knowing that your finances are taken care of.
Managing contacts, contractors, tenants, and companies you work with has never been easier.
Store all your contacts in one database and link it to all your tasks and projects.
Feeling tired of keeping endless excel sheets of contractors only to never find them later? With this dashboard, it's easy to add a new contact. You can also store all your contacts in one place and keep track of the companies you work with. Managing tenants and contractors becomes less of a chore and more of a breeze with this helpful tool.
Keeping track of every task you need to complete can be difficult.
But with this dashboard, you can easily see what's due, what's in progress, and what's been finished.
For every real estate investor, tracking tasks is essential. But it can be difficult to keep track of everything. With this dashboard, you can easily see what's due, what's in progress, and what's been finished. The built-in Eisenhower matrix will help you to prioritize your tasks and get things done in an efficient way.
What’s included?
Here's what this Dashboard offers you:
✅ Property Portfolio - get a complete overview of all your properties
✅ Contacts - keep all companies and people you work within one spot
✅ Tasks - manage projects, TO-DO's, and other chores easily
✅ Leases - have all lease agreements in one place for easy reference
✅ Transactions - record income and expenses for each property to stay organized
✅ Bills - control recurring bills for each property on one screen
✅ Accounts - see all bank accounts, cash, and crypto in one place
✅ Insurance - keep an overview of all insurance policies
✅ Taxes - import transactions for a tax estimation to stay on top of your finances
💬 Frequently Asked Questions
Yes, this template works perfectly with a free account on Notion. No paid subscription is needed.
No, this is a personal license for individual use. Each individual will have to ‘purchase’ the license before being able to use it.
Once you've completed your purchase, you'll either be redirected to the template page or provided a link to access the template page. To duplicate the template in your workspace, click "Duplicate" in the top right corner of the page.
