A no-advice Excel/Sheets workbook pack for small self-managed CRE and rental portfolios: maturity calendar, rate-reset reminders, lender notes, prep checklist, and scenario fields in one place.
Track property, lender, balance, rate type, reset date, maturity, prep-start date, notes, and document status.
Calendar and status views show which assets need rent rolls, lender calls, trailing financials, or rate-reset planning next.
Use the outreach log and no-advice scenario fields to compare your own notes without turning the workbook into a financing recommendation engine.
Built for owners with a handful of properties who need a better workbook, not a sales call or institutional portfolio system.
The pack organizes dates, documents, lender notes, and your own assumptions. It does not pick loans, rate terms, or financing strategy.
A small digital workbook pack you can buy once, adapt, and keep in Excel or Google Sheets.
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