You probably get monthly rent reports and yearly tax returns—but that doesn’t always tell you whether each property is still earning its place in your portfolio.

The Annual Investment Check‑In Worksheet puts the key numbers and soft factors on a single page so you can quickly see which assets are your keepers, which need attention, and which may be candidates for a trade or sale.

What the worksheet lets you track:
– Current rents, expenses, and net operating income for each property
– Debt terms: rate, maturity, and upcoming adjustments
– Rough current value and updated cap rate
– “Headache score” for management, repairs, and tenant issues
– Your own intention: hold, improve, refinance, 1031, or dispose

It’s designed to be simple enough to complete in a few minutes per property, and powerful enough to drive real decisions at year‑end or ahead of a 1031 exchange.