Real Estate Portfolio Management


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.

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Template structure

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

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  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

Unccopied properties

  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


Here are all the leased properties.

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


Welcome aboard

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

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