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SailsAndShore
Real Estate Investor Portfolio
$8.63
Phoenix, AZ · West

Real Estate Investor Portfolio for Phoenix Investors

Running a rental portfolio in Phoenix means cap rates, cash-on-cash returns, and CapEx reserves that all need one clean view.

The Sun Belt's fastest-growing metro of the decade. Rent increases have been aggressive but slowing. Service businesses (AC, pool, pest, landscape) run 12 months a year. Rentals fill fast when priced right. Job growth outstrips housing supply.

Phoenix market context

Real estate + rental framework

Median 1BR rent: $1,450. Arizona is landlord-friendly: 5-day pay-or-quit notice, fast eviction (about 30 days), no rent control statewide. Cash-on-cash returns on 2-4 unit properties rank among the best in Western US metros. Investors have driven prices up, which flattens cap rates.

Economy + tax load

Median household income: $65,900. Top industries: semiconductors (TSMC and Intel expansion), healthcare, aerospace, tourism. Arizona income tax is a flat 2.5%, among the lowest of any income-tax state. Solo operator tax load stays manageable.

Regulatory notes

The Arizona Residential Landlord and Tenant Act sets the baseline. Local ordinances (Phoenix, Tempe, Mesa) add nuance. Business licenses at city level. TPT (Transaction Privilege Tax) applies to residential rentals in most cities, which is non-obvious to new operators.

Climate + seasonality

Dry heat summers (110°F+ Jun-Aug), mild winters. AC service is critical infrastructure. An outage in July isn't inconvenient, it's dangerous. Pool service is 12-month. Landscape services face year-round work in different modes (spring bloom vs summer dormancy).

Local flavor

Scottsdale, Chandler, Gilbert, Glendale. Each East Valley or West Valley suburb has different rental fundamentals. What works near ASU doesn't work in Sun City.

Real Estate Investor Portfolio for Phoenix Investors

Property profiles, rent roll, income and expense by unit, mortgage tracker, and a year-end P&L, the portfolio, at a glance.

$14.39$8.63
  • ✓ Excel + Google Sheets · instant download
  • ✓ 30-day refund, no questions asked
  • ✓ Works anywhere in AZ
What it does

Real Estate Investor Portfolio by SailsAndShore, an editorial-feeling Excel planner for the way you actually live. Quietly powerful, beautifully organized, and ready the moment you open it.

What you get
  1. 0113-tab spreadsheet, fully editable
  2. 02Instant download: Excel (.xlsx)
  3. 03Works in Microsoft Excel (Mac & Windows)
  4. 04No macros, no subscriptions

Ready when you are.

Instant download. Lifetime access. No subscriptions.