Portfolio Tracker
Specialty

Portfolio Tracker

Track your entire CRE portfolio in one place. Consolidate NOI, asset values, debt balances, and hold-period returns across all properties. Identify your top and bottom performers at a glance.

zip53 KBVersion 1.0.0 · Updated July 2026Instant download · Secure checkout

What's included

  • Fully unlocked Excel (.xlsx) — no formula protection
  • Multi-property portfolio dashboard with consolidated NOI and value
  • Per-asset hold period return tracking
  • Portfolio-level IRR and equity multiple aggregation
  • Methodology documentation PDF

Coming in 2027

YieldSheets is building a cloud underwriting tool — the same models, in your browser, with collaboration. Join the waitlist