Each portfolio is built from a rent roll and (optionally) a financial intake workbook. Saved on this device.
New portfolio
A few simple steps. Only Step 1 is needed to start — everything else can be added now or later.
1
Current rent rollrequired
The latest rent roll from AppFolio (PDF). You can drop more than one.
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Drop rent roll PDF(s) here, or click to browse
2
Assessor data (automatic)
Pulled from the Whatcom County Assessor by address the moment you add the rent roll — year built, assessed value, parcel, and a link to each record. Drop a .csv/.xlsx only to override or for out-of-county properties.
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Add the rent roll above — assessor data fills in automatically.
3
Profit & loss statements
One P&L per property in each year's slot (AppFolio income statement PDF). Then click Analyze P&L to read the income — review it before running the portfolio analysis.
Asset Management