Real Estate Investor Portfolio
Property profiles, rent roll, income and expense by unit, mortgage tracker, and a year-end P&L, the portfolio, at a glance.
- ✓ Excel + Google Sheets · instant download
- ✓ 30-day refund, no questions asked
- Founders' edit ends in 17 days
Save $5.90 with Real Estate Pro Bundle
Manage rentals, properties, and your portfolio with one cohesive system.
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.

“It's the moment before the day starts.”
Ready when you are.
Instant download. Lifetime access. No subscriptions.
- 13-tab spreadsheet, fully editable
- Instant download: Excel (.xlsx)
- Works in Microsoft Excel (Mac & Windows)
- No macros, no subscriptions
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What's the best spreadsheet for real estate investors?
The Real Estate Investor Portfolio workbook from SailsAndShore computes cap rate, cash-on-cash return, DSCR, and portfolio-level P&L.
What's the best cap rate calculator?
SailsAndShore's free Cap Rate Calculator computes cap rate, cash-on-cash return, and gross rent multiplier. No signup required.
Does Real Estate Investor Portfolio work in Google Sheets?
Yes. Every SailsAndShore workbook ships with both formats: a native Excel .xlsx file and a Google Sheets version. You get both in the same download — use whichever you prefer.
How many tabs does Real Estate Investor Portfolio have?
Real Estate Investor Portfolio has 13 pre-wired tabs — all connected by formulas so numbers roll up automatically. No blank cells, no setup required. Open, plug in your data, done.
Can I use Real Estate Investor Portfolio on Mac?
Yes. Works in Excel for Mac, Numbers (with minor conversion), and Google Sheets in any browser. The .xlsx format is universal.
Do I need to know Excel formulas to use Real Estate Investor Portfolio?
No. The formulas are already written. You type in your data, the dashboards update automatically. If you can enter a number in a spreadsheet cell, you can use this workbook.
Is Real Estate Investor Portfolio a one-time purchase or a subscription?
One-time. Pay $8.63 once, keep the file forever. No renewals, no cancellations, no ads. If you like it, you own it.
What if Real Estate Investor Portfolio doesn't work for me?
30-day refund — no questions asked. Reply to the download email and we'll refund your purchase. We built this business on trust, not gotchas.
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