Investment Property Worksheet
Annual Investment Check-In Worksheet
See how each property is performing: NOI, debt service, cash flow, and cap rate on one page.
| Property | Units | Rent / mo per unit | Other Income / yr | Annual Expenses | Purchase Price / Value | Loan Balance | Rate % | Amort (yrs) | NOI | Annual Debt Pmt | Cash Flow | Cap Rate % |
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Fill in rent, income, expenses, value, and loan terms. The worksheet computes NOI, annual debt service, cash flow, and cap rate automatically. Cells highlight red if the cap rate is below your target.
