Once you’re past one or two doors, the job changes. It stops being “is this a good deal?” and becomes “what is the whole portfolio worth, which entity owns what, where is the cash actually going, and how do I keep the IRS off my back across all of it?” The Portfolio Bundle is the financial and tax backbone for exactly that operator: 3+ properties, one or more LLCs, real money in motion. 14 workbooks. $548 à la carte → $397 bundled (save $151, 28%). Excel + Google Sheets.
WHAT’S INCLUDED (14 WORKBOOKS)
📈 Portfolio strategy & exit — STR-002 Portfolio Valuation Model ($47): roll every property into one defensible portfolio value · STR-003 Refi-or-Sell Decision Matrix ($47): pull cash out or cash out entirely, decided with math.
🏛️ Acquisition & exchange — ACQ-008 5-Year Pro Forma Builder ($47): model the next door before you buy · ACQ-011 1031 Exchange Tracker ($47): roll the gains forward without tripping a deadline.
💵 Multi-property finance — FIN-003 12-Month Cash Flow Forecaster ($47) · FIN-004 DSCR Tracker ($27): stay loan-covenant safe · FIN-005 Year-over-Year P&L Comparison ($27) · FIN-006 Multi-Entity Consolidated P&L ($47): every LLC, one statement · FIN-007 Partnership Distribution Tracker ($47): who’s owed what, to the dollar.
🧾 Portfolio tax depth — TAX-006 Home Office Deduction Allocator ($27) · TAX-009 Section 179 Planner ($27) · TAX-010 Cost Segregation DIY Workbook ($47): accelerate depreciation, free up cash · TAX-013 Depreciation Tracker, Full MACRS ($47): every asset, every schedule, audit-ready.
🛡️ Risk — OPS-008 Insurance Policy Tracker ($17): every policy, renewal, and coverage gap across the portfolio.
À la carte total: $548 · Bundle: $397 · Save $151 (28%) — Excel 2016+, Excel 365, Google Sheets compatible. Instant download after checkout. 14-day refund, no questions. Lifetime updates within v1.
Related
- Pro Manager Bundle
- Aspiring Host Bundle
- Year-2 Operator Bundle
- First-Year Host Bundle
- License/Permit/STR-Reg Tracker
Get the workbook
Format: Excel .xlsx + how-to PDF. Excel 2016+, Excel 365, Google Sheets compatible. Instant download after checkout. 14-day refund, no questions. Lifetime updates within v1.