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Cover of Property Equity & Wealth Tracker™ by ILUVRE

BUILD WEALTH path, Spreadsheet system

Property Equity & Wealth Tracker™

An interactive spreadsheet system for long-term records. You record dated value estimates, loans and balances, rent received, expenses and improvements; the workbook calculates estimated equity, monthly and yearly cash flow, portfolio totals and a year-by-year history, with an annual review, open-question logs and model checks. It never forecasts, values or recommends.

Coming soon

Price to be announced. This resource will be released after final spreadsheet testing is complete.

Start with the free resources

What it helps you do

  • Keep a dated record of values, loans, rent, expenses and improvements
  • See estimated equity and cash flow on any report date
  • Review year-by-year history for up to twelve properties and fifteen years
  • Keep open questions and sources organized

Who it is for

Owners of one or several properties.

What you will have

Keeps a dated record and sees how equity and cash flow change.

What is included

  • Guide, 32 pagesPDF, 1.2 MB
  • Demonstration workbook (filled in with invented figures)Excel workbook (.xlsx), 1.5 MB
  • Blank workbookExcel workbook (.xlsx), 1.4 MB

19 tabs, 64,309 formulas, 4 charts; Guide 32 pages, 22 sections. 12 properties, 24 loans, 15 years of dated history, annual review.

What you need

  • A desktop spreadsheet program that opens .xlsx files (calculations tested in LibreOffice; Microsoft Excel testing pending)
  • A PDF reader for the Guide

Microsoft Excel testing is pending for this edition. The Guide explains how to check the demonstration copy in your own program before you rely on the workbook. Use it on a desktop computer; phone and tablet spreadsheet apps have not been tested.

Also available as part of

Property Wealth Bundle™

Understand Equity. Track Your Properties. Plan With Confidence.

2 resources, including this one. Coming soonPrice to be announced

Complete Library Bundle™

Your Complete Real-Estate Education & Resource Collection.

18 resources, including this one. Coming soonPrice to be announced

Questions

Does it work in Microsoft Excel?

The workbook is a standard .xlsx file with no macros. Its calculations were tested in LibreOffice; testing in Microsoft Excel is pending for this edition. Open the demonstration copy in your own program and compare it with the figures in the Guide before relying on it.

Is estimated equity money I have?

No. Estimated equity is an estimated value less what is owed. It is not cash, profit or sale proceeds.

Can I share the file?

It is licensed for the personal use of the original purchaser. You may print pages and keep copies for your own use; please do not share, resell or distribute it.

How do I download it?

Right after your payment is confirmed you can download it from the confirmation page, and an access link is emailed to you.

More in the build wealth path

Educational and organizational resources only. Not individualized legal, tax, financial, investment, mortgage, insurance, appraisal, brokerage, construction or property-management advice or services. Laws, programs and local rules vary by state, locality and lender, and they change. Consult qualified professionals. Examples are hypothetical, and no outcome is promised.