Real Estate Investor Dashboard — Pipeline + Portfolio

$17.95

One Notion system for real estate investors — deal pipeline AND owned portfolio together — as a complete build blueprint PDF: every database, relation, rollup and formula (cash flow, cap rate, 70%-rule max offer, lease-expiry flag) written out in full, with sample data and stated expected results.

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Your deals live in text messages, your leases in a filing cabinet, and your cash flow in your head. The Real Estate Investor Dashboard fixes that with one Notion system — deal pipeline AND owned portfolio together — delivered as a complete build blueprint PDF, not a fragile duplicate link. Most Notion templates are a single duplicate link: if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: four databases (Properties, Deals Pipeline, Tenants & Leases, Income & Expenses), every property, relation and rollup, and the exact formulas — Cash Flow, Cap Rate, the 70%-rule Max Offer screener, Days in Stage so stuck deals surface themselves, and a Lease Expiry flag that warns you 60 days out. Build it once in about 45 minutes with the sequenced checklist, verify it against the included fictional two-property portfolio (expected results stated to the dollar: cash flow $4,820, max offer $182,000), then delete the samples and go live. Inside the PDF (11 pages): Start Here; build checklist; Dashboard spec; one chapter per database with property tables, views and formulas; Sample Data with expected results; weekly/monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 45 minutes — this is a guide that builds the template in your own workspace, not a hosted link. Organization tool only — not investment, financial, tax or legal advice.

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