Hi all,
New member here, wanting to know how everyone tracks/measures & manages a multi-property portfolio or even a single asset portfolio. I know that many would use a property manager but I find their systems quite tedious and offer little value. Is everyone just working out of spreadsheets or is their a system out there that I am unaware of.
Thanks for the help.
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This topic was modified 3 years, 3 months ago by
iboorer.
Hi Iboorer,
I found spreadsheets were my preference back in the day. The other thing I recommend is to meet up with other investors – on websites like this, look for the meetings that take place from time to time. Brisbane and its Coasts have a regular meeting taking place – other cities are “now and then”. Of course, you can ask on forum for others “in your area” so you can swap stories. And of course there are Facebook pages too, so check them out too.
Main thing is to increase your knowledge so that you know enough to keep YOUR property managers in line !! :)
Welcome aboard,
Benny
I can relate to your experience, managing even a modest portfolio across different platforms can become messy fast. I also started out with spreadsheets because they gave me a bit of control, but over time I found they couldn’t keep up with the demands of tracking multiple tenancies, rent cycles, and maintenance tasks, especially as the portfolio grew.
Like you, I found traditional property managers’ systems frustrating, often over-complicated or lacking transparency. What worked for me was switching to a more streamlined digital solution that was actually designed with landlords and portfolio holders in mind. One I’ve used recently is the Property Management CRM from Property Store. It’s built specifically for property owners and small-scale landlords who want to centralise everything without getting bogged down in admin.
It lets you track rent payments, manage maintenance schedules, store documents, and even communicate with tenants in one place. The interface is straightforward, much easier than the systems some agencies try to push and the automation has saved me hours each month.
If you’re looking to move away from spreadsheets but don’t want to go all-in with a traditional property manager, something like this might be a good in-between solution. Worth checking out to see if it fits your workflow.
Hope that helps!
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This topic was modified 3 years, 3 months ago by
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