Real Estate Templates for Excel and Google Sheets
Owning rental property means feeding the same numbers into several different documents: rent collected goes into a ledger, unit-by-unit rent goes into a roll, the year's income and expenses go onto a Schedule E, and a lender or partner eventually asks for a P&L. Rebuilding each one from scratch, or copying numbers between spreadsheets, is where small errors creep into a file a lender or accountant will actually read.
This hub collects the templates for those recurring jobs, from day-to-day rent tracking to the analysis work of comparing a property against the market or evaluating a new purchase. The free templates handle the ongoing bookkeeping side; the Real Estate Investor Pack is built for the underwriting and acquisition side, where lenders and partners expect specific ratios calculated a specific way.
Premium templates
Free templates
Rent Ledger Template (Excel + Google Sheets, Free)
FreeFree Property Management Excel Template (Rent Roll)
FreeFree Schedule E Excel Template (Rental Income Worksheet)
FreeFree Comparative Market Analysis Template (CMA, Excel)
FreeFree Rental Property Profit and Loss Template (Excel)
The metrics lenders actually check
When a lender or partner reviews a rental deal, they are not reading your notes - they are looking for DSCR (debt service coverage ratio) and cash-on-cash return, calculated the same way every underwriter expects. The Real Estate Investor Pack builds those numbers automatically from the income and expense inputs, alongside a proforma that projects performance forward instead of only reporting what already happened.
Getting DSCR and cash-on-cash right by hand means keeping the debt service, net operating income, and initial cash outlay perfectly consistent across every tab - one mismatched cell and the ratio lenders rely on is wrong. Automating that calculation removes the most common source of underwriting errors in a self-built spreadsheet, and it means the same figures a lender wants can also be checked internally before an offer goes in.
Keeping rent collection and tax records in sync
A rent ledger and a rent roll answer different questions - one tracks what a specific tenant has paid over time, the other summarizes what every unit in a portfolio should be bringing in - and owners often need both to reconcile a month's collections. The Schedule E worksheet then takes that same income data and organizes it into the categories the IRS form expects, so tax season is a matter of transferring totals rather than re-sorting a year of transactions.
The CMA and rental P&L round out the picture: the CMA compares a property against recent comparable sales or rents, and the P&L rolls income and expenses into the profit-and-loss format a lender, partner, or accountant will ask to see. Keeping all three - ledger, roll, and P&L - built on the same underlying numbers means a discrepancy in one is easier to trace back to its source in another.
Evaluating a purchase before you own it
Before a rental property is under contract, the CMA and the proforma inside the Investor Pack do the work of testing whether the numbers hold up against comparable properties and against projected income and expenses. That analysis is what separates a deal evaluated on real figures from one evaluated on a seller's listing description.
Because the proforma and DSCR calculation share the same inputs as the ongoing P&L and rent roll, an owner who buys the property can carry the same workbook forward into operation instead of switching to a different tracking system once the purchase closes.
Frequently asked questions
Do I need the Investor Pack if I only manage one rental property?
Not necessarily. The free rent ledger, rent roll, and rental P&L cover ongoing tracking for a single property. The Investor Pack is most useful when you are evaluating a purchase, refinance, or need DSCR and cash-on-cash figures for a lender.
How is DSCR calculated in the Investor Pack?
DSCR is calculated automatically from the net operating income and debt service figures you enter, so the ratio updates whenever those inputs change instead of requiring a manual recalculation.
Can the Schedule E worksheet be used for multiple properties?
Yes, it is structured to organize income and expenses by property so totals can be reviewed individually or combined for your tax filing.
Are the rent roll and rent ledger templates suitable for a portfolio of units?
Yes. The rent roll is built to list multiple units at once, and the rent ledger can be duplicated per tenant or unit as your portfolio grows.
Do these templates work in both Excel and Google Sheets?
Yes. Every template here is generated and tested in both Excel and Google Sheets, and none of them use macros.