Real Estate Portfolio Management

Template

Pipefy’s Real Estate Portfolio Management Template helps you keep track of all your properties, their state, maintenance dates and contact informations. Use reports to check your assets value and monitor your profit.

Use template now

 

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

 

  • 1. Owner

  • 2. Phone

  • 3. Email

  • 4. Property address

  • 5. City

  • 6. State

  • 7. Country

  • 8. Area

  • 9. Number of rooms

  • 10. Number of bathrooms

  • 11. Purchase price

  • 12. Region information

    • Schools
    • Parks
    • Hospitals
    • Markets
    • Transit
    • Banks
    • Bars
    • Churches
    • Stadiums
    • Malls

Unoccupied properties

Here are all the unoccupied properties currently under management.
  • 1. Long-term strategic goal

  • 2. Short-term strategic goal

  • 3. Goal

    • Lease
    • Rent
    • Sell
  • 4. Expected sale price

  • 5. Expected rent

  • 6. Next scheduled maintenance

Leased/rented

Here are all the leased properties.

  • 1. Lease or Rent Agreement

    • Lease
    • Rent
  • 2. Monthly rent

  • 3. Tenant retention strategy

  • 4. Attach the agreement.

  • 5. Contract expiration date

For sale

Important information before selling a property.

  • 1. Offer

  • 2. Buyer's name

  • 3. Buyer's phone

  • 4. Buyer's email

  • 5. Financing

  • 6. Financial institution

  • 7. Financial institution contact

  • 8. Agreement

Sold

 

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: