When properties are scattered across spreadsheets, emails, and tax returns, it’s hard to see what you really own—or what you should do next.

The Portfolio Map Template pulls everything into a single view so you can quickly see how your doors are distributed across markets, asset types, and performance levels.

What the template tracks:
– Address, unit count, and basic property type (SFR, 2–4 units, 5–15+ units, mixed‑use)
– Current value estimate and loan balance
– Annual net income, cap rate, and simple cash‑on‑cash
– “Role in the portfolio” (core hold, value‑add, trade candidate, legacy/estate)
– A simple traffic‑light column (Green / Yellow / Red) to flag what deserves attention

Once it’s filled out, you’ll be able to answer key questions at a glance:
– Where am I over‑ or under‑exposed?
– Which properties are quietly carrying the portfolio?
– Which three assets should I focus on in the next 12–24 months?

Use this template before refinancing, planning 1031s, or meeting with your CPA or wealth advisor.