Portfolio tracking

See what your entire real estate portfolio is really doing

White Glove REI keeps every property in one register with its equity, financing, and performance current — so your portfolio position is a number you can read at any time, not a spreadsheet you rebuild every quarter.

For investors managing owned properties

A spreadsheet works for your first few doors. Then the tabs multiply, the formulas drift, and you can no longer answer a simple question — how much equity can I pull, which property is underperforming, what's my real cash flow this month — without an afternoon of rebuilding. A tracker exists so those answers are always one click away.

You are not just storing property data. You are keeping it connected and current, so you can decide what to refinance, hold, sell, improve, or buy next from numbers you trust.

What the software does

Every property in one register
Address, financing, rent, expenses, and performance for each property in a single place — with fund and owned deals folded in, so a promoted deal is counted once, never twice.

The metrics that matter, always current
Equity, LTV, DSCR, cap rate, monthly cash flow, and return on investment recalculate the moment you update a loan, a rent, or an expense — no manual formulas to maintain or break.

Available equity and refinance potential
See your available equity at your cash-out refinance cap on every property, so you know where your next move's capital can come from before you go looking for it.

Rent and expenses feed the numbers
Rent collected and repairs recorded on a property flow straight into its performance and into your Legacy Plan as real, current figures — not estimates you re-key.

Bring your spreadsheet, keep your exports
Import your existing portfolio from CSV or Excel to get started in minutes, and export your data back out whenever you want. Your records stay portable.

Track by property or by entity
Read performance for a single property or roll it up across the LLCs you hold, so both the asset and the entity are always in view.

How it works

1. Add or import your properties — Type them in or import a spreadsheet. Each property gets a full record — financing, rent, expenses, comps.
2. Keep the inputs current — Update a loan balance, a rent, or an expense and every metric recalculates on the spot. Projects you finish roll in on their own.
3. Read your position anytime — Open the tracker and see equity, cash flow, DSCR, and available equity across the whole portfolio — current, not reconstructed.

When you’ll reach for it

The refinance decision

You want to pull capital for the next deal. See available equity at your cap on every property at a glance, and know which one to tap.

The quarterly review

Instead of rebuilding a workbook, open the tracker: which property is underperforming, where cash flow slipped, what your real ROI is.

The move off spreadsheets

You've got five workbooks and no single source of truth. Import them once and read one portfolio position from then on.

Common questions

What should a real estate portfolio tracker include?
At minimum: every property in one place, and current equity, LTV, DSCR, cap rate, monthly cash flow, ROI, and available equity — recalculated as you update the inputs. White Glove REI adds rent and expense flow-through, entity-level roll-ups, and spreadsheet import and export.

Can I track rental properties specifically?
Yes. Rent and expenses recorded on a property feed its cash flow, cap rate, and DSCR directly, and collected rent flows into your Legacy Plan as current income.

Can I see performance by entity, not just by property?
Yes — performance rolls up by entity as well as by property, so you can read how each LLC is doing alongside the whole portfolio.

Can I import my existing spreadsheet?
Yes. My Portfolio imports .csv, .xlsx, and .xls, previews the rows, flags duplicates, and only ever adds — it never overwrites what's already there.

Which plan includes portfolio tracking?
Portfolio tracking is included from Investor Prep upward, so you can track what you own from the entry tier and add the analysis and operations tools as you grow.

The metrics shown are calculations from the figures you enter. White Glove REI is a software-as-a-service company and does not provide real estate brokerage or financial investment advisory services.

Deal analysis · Asset management · Renovation management · Investor Prep plan

White Glove REI Ltd. is a software company. We do not provide real estate brokerage or financial investment advisory services, and we are not a party to any transaction our members conduct. Members operate their own businesses, deals, and offerings under their own names and terms.

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