Schedule of Real Estate Owned

The Schedule of Real Estate Owned (SREO) Template is an Excel-based tool designed to help real estate investors, portfolio managers, and financial professionals efficiently organize and analyze their real estate holdings. Whether you own a single property or a growing portfolio, this template simplifies tracking key property details, ownership structures, financial performance, and supporting documents—all in one streamlined, easy-to-use system.

With customizable fields and robust financial tracking capabilities, the SREO Template gives you the insights you need to make informed decisions, optimize your portfolio performance, and scale your investments with confidence.

As a bonus, the template includes step-by-step instructions for transforming your Excel file into a dynamic Monday.com board, enabling advanced automation and seamless collaboration with your team.

Key Features:

Comprehensive Property Details

• Track essential information for each property:
  • Property name/address
  • Property type
  • Acquisition date
  • Ownership entity and ownership percentage

Financial Insights

• Record and analyze key financial metrics:
  • Purchase Price & Market Value: Compare acquisition costs to current property values.
  • Mortgage Balances & Equity: Track outstanding loan amounts and total equity.
  • Monthly & Annual Performance: Monitor rental income, operating expenses, net cash flow, and annual cash flow.
  • Portfolio Analysis: Calculate total portfolio equity and assess overall financial performance.

Ownership Structure Tracking

• Keep track of ownership entities, entity types, and ownership percentages for each property.

Exit Strategy Planning

• Plan and document exit strategies for your properties, including:
  • Holding
  • Selling
  • Refinancing

Document and Link Management

• Centralize property-related documents, such as closing statements or legal agreements, with embedded Google Drive or cloud storage links for easy access.

Portfolio Overview

• Get a high-level view of your entire portfolio, including:
  • Total equity
  • Monthly and annual cash flow
  • Property values and financial performance metrics

How to Use the SREO Template

1. Download and Open the Excel Template
   • Begin by entering your property details, financial metrics, and ownership information into the pre-structured fields.
2. Optional: Upload to Monday.com
   • Follow the included instructions to transform the Excel template into a dynamic Monday.com board, complete with automations and collaboration tools.
3. Customize and Automate
   • Adjust fields and columns to fit your unique workflow.
   • Use Monday.com’s Automations Center to set up reminders for financial updates, market value adjustments, and document management tasks.
4. Track and Analyze
   • Use the template to monitor your portfolio's performance, ownership structure, and property-specific details—all within one organized system.

What’s Included:

1. SREO Template (Excel File)
   • A powerful, easy-to-use Excel spreadsheet for managing your real estate portfolio.
2. Step-by-Step Instructions
   • Detailed guidance to transform the SREO Template into a Monday.com board for advanced workflow optimization.
3. Bonus Automations Tab (for Monday.com)
   • Pre-designed workflows and automations, including:
     • Notifications for market value updates, mortgage balance adjustments, and key financial metrics.
     • Automated workflows to track ownership changes, document uploads, and exit strategy milestones.

Why You’ll Love the SREO Template

• Streamlines Portfolio Management
  Centralize all property, ownership, and financial details into one easy-to-use system.
• Excel-Based and Customizable
  Use the template as a standalone tool or customize it to match your specific portfolio management needs.
• Monday.com Integration Ready
  Transform the Excel file into an automation-ready board for advanced workflows, team collaboration, and actionable insights.
• Saves Time with Automations
  Automate reminders, notifications, and updates for seamless portfolio tracking.
• Clear Financial Insights
  Evaluate portfolio performance with built-in financial analysis tools, including cash flow, equity, and profitability metrics.
• Flexible and Scalable
  Perfect for managing a single property or a large, diverse real estate portfolio.

Take Control of Your Real Estate Portfolio Today

With the SREO Template, you’ll have everything you need to stay organized, gain critical financial insights, and confidently scale your real estate investments.

Download the SREO Template today and start managing your real estate portfolio with ease!

Please Note:

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