FAQ 41 How do I analyse or build a property portfolio

Download and save the Excel Spreadsheet:-

Portfolio Analysis Excel Spreadsheet

Note that the greyed out boxes are locked to avoid the formulas in these boxes being corrupted 

1) As a method of tracking your current portfolio.

The spreadsheet will calculate automatically the vital measurements that the investor should be aware of.

2) As a tool to plan portfolio growth when starting

This check will determine

  • Cashflow
  • Amount of Equity Required
  • LVR overall

Enter sample deals –  for example , Choose an equity deal for the first deal. Fill in the first row (remove the example) with the figures for the deal.

 

Please contact us if you have any further questions

Mike and Sara

Ultimate Coaches

coaching@knowledgesource.com.au

 

Portfolio-Analysis-V7.9

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