Acquisitions Tracker

The Acquisitions Tracker Template is a powerful, Excel-based tool designed specifically for real estate investors to simplify and organize every stage of the property acquisition process. Whether you’re flipping properties, wholesaling deals, or building your rental portfolio, this template helps you track leads, analyze deals, manage communications, and monitor key financial metrics—all in one streamlined system.

With its fully customizable fields, the Acquisitions Tracker Template adapts to your unique workflow, keeping you efficient, organized, and ready to scale. As a bonus, the template includes step-by-step instructions to transform it into a dynamic Monday.com board, enabling advanced automation and seamless team collaboration.

Key Features

1. Deal Pipeline Management

• Track every stage of the acquisition process, including:
  • Underwriting progress
  • Offer submissions
  • Follow-up deadlines
  • Closing dates

2. Comprehensive Property Insights

• Record detailed property information, such as:
  • Address and market
  • Year built and property type
  • Renovation details and estimated rehab costs

3. Seller and Agent Contact Tracking

• Store essential contact information, including:
  • Seller and agent names
  • Phone numbers, email addresses, and brokerages
  • Notes and communication history

4. Financial Analysis Tools

• Evaluate deals confidently with built-in financial metrics:
  • Compare asking prices, offer prices, and ARV (After Repair Value)
  • Analyze price per square foot, taxes, insurance, and monthly operating expenses
  • Calculate key investment metrics like:
    • Cash-on-Cash Return (CoC)
    • Monthly cash flow
    • Profitability estimates

5. Exit Strategy Planning

• Define your exit strategy for each deal, such as:
  • Rental, flip, or wholesale
  • Estimate monthly rent, cash flow, and ROI (Return on Investment)

6. Follow-Up Tracking

• Stay on top of leads with fields for:
  • Follow-up dates
  • Offer deadlines
  • Automated reminders (when integrated with Monday.com)

7. Document and Link Management

• Organize all acquisition-related documents in one place, including:
  • Underwriting models
  • Inspection reports
  • Contracts and offers
  • Listing links and property photos

8. Customizable Fields

• Adjust columns and fields to match your unique acquisition process, giving you complete control over how you track and manage deals.

How to Use the Acquisitions Tracker Template

1. Download and Open the Excel Template
   • Start by entering property details, financial metrics, and seller/agent contact information into the pre-structured fields.
2. Optional: Upload to Monday.com
   • Follow the included instructions to transform the Excel template into a Monday.com board, complete with automations, reminders, and collaboration tools.
3. Customize and Automate
   • Tailor the fields to fit your workflow.
   • Use Monday.com’s Automations Center to set up notifications for follow-ups, underwriting deadlines, and closing dates.
4. Track and Analyze
   • Use the template to manage every aspect of deal tracking, from underwriting progress to seller communications, all in one organized system.

What’s Included

1. Acquisitions Tracker Template (Excel File)
   • A comprehensive and user-friendly spreadsheet for managing your property acquisition process.
2. Step-by-Step Instructions
   • Detailed guidance to optimize the Excel template for use in Monday.com.
3. Bonus Automations Tab (for Monday.com)
   • Pre-designed workflows and automations, including:
     • Notifications for follow-ups, underwriting deadlines, and closing dates.
     • Automated workflows to track offers, seller communications, and listing updates.
     • Tools to organize deal statuses, property details, and financial metrics.

Why You’ll Love the Acquisitions Tracker Template

• Simplifies Deal Management
  Centralize all acquisition details—property information, financial metrics, and communications—in one easy-to-use system.
• Excel-Based and Customizable
  Use the template as a standalone tool or customize it to match your unique acquisition process.
• Monday.com Integration Ready
  Transform the template into an automation-ready board for advanced workflows, team collaboration, and reminders.
• Saves Time with Automations
  Eliminate manual tracking with pre-designed workflows and notifications for deadlines, follow-ups, and task tracking.
• Clear Financial Insights
  Quickly evaluate deals with built-in financial analysis tools, helping you make informed decisions with confidence.
• Flexible and Scalable
  Perfect for managing a single deal or an extensive acquisition pipeline that grows with your business.

Take Control of Your Property Acquisition Process Today

The Acquisitions Tracker Template helps you streamline your workflow, manage leads, and evaluate deals with confidence.

Download the Acquisitions Tracker Template today and start optimizing your real estate acquisitions with ease!

Please Note:

This template is for personal use only. Redistribution or resale without prior consent is prohibited.