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SailsAndShore
Real Estate Investor Portfolio
Coastal · Budget & Finance
Founders' Edit

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.

$14.39$8.63
  • ✓ Excel + Google Sheets · instant download
  • ✓ 30-day refund, no questions asked
  • Founders' edit ends in 17 days
Often bought together
Real Estate Investor Portfolio+Rental Property Landlord Toolkit
Pair for $14.67$17.26Save $2.59
Better together

Save $5.90 with Real Estate Pro Bundle

Manage rentals, properties, and your portfolio with one cohesive system.

Also included
Rental Property Landlord Toolkit
$8.63 individually
Also included
Airbnb CoHost Property Manager
$8.63 individually
This toolkit
Real Estate Investor Portfolio
$8.63 individually
Bundle price
$19.99 $43.17
See the bundle →
What's Inside

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.

An espresso, an open journal, and sunglasses on a cafe table at dawn.
It's the moment before the day starts.

Ready when you are.

Instant download. Lifetime access. No subscriptions.

Not ready? Get the Weekly Reset Planner free — a one-pager from the studio.
What you get
  • 13-tab spreadsheet, fully editable
  • Instant download: Excel (.xlsx)
  • Works in Microsoft Excel (Mac & Windows)
  • No macros, no subscriptions
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Save $23 more with the Real Estate Pro Bundle

Common questions

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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Real Estate Investor Portfolio
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