Portfolio Analysis

Here are the worksheets from the Ultimate Bootcamp Action Plan Workbook.

The files supplied in this section for Portfolio Analysis are in 2 formats. There is a PDF format for using with Adobe Acrobat and a XLSX format for use with Microsoft Excel 2010.

You should include your PPR, however disregard the rental yield and cashflow as they are almost certainly negative!

The current year at the top can be changed so that the ownership years for each property are calculated automatically. It can only be used as a forecast tool in a limited way. You would need to be accurate about the property values and rents in the future.

Portfolio Analysis – PDF Format   DOWNLOAD HERE

Portfolio Analysis – Excel Spreadsheet DOWNLOAD HERE

 

Michael & Sara

Ultimate Coaches

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