๐Ÿ‘‰๐Ÿปย Take a peek inside the ๐Ÿ  Property Wallet + ๐Ÿ“‚ Document Vault

๐Ÿ  Property Wallet + ๐Ÿ“‚ Document Vault Template

Welcome to your all-in-one, secure, and customizable ValoraVaultโ„ข workspace.

This is your personal system for organizing real estate purchases, tracking performance, and storing essential documents securely. Duplicate this template for each property you own or evaluate.

๐Ÿ”‘ Property Wallet Overview

Use this section to track the financial and legal profile of each property.

๐Ÿ“Œ Basic Property Info

  • Property name:
  • Address:
  • Type (e.g. SFH, Duplex, Commercial):
  • Purchase price:
  • Closing date:
  • Realtor/contact info:

๐Ÿ’ฐ Financial Snapshot

  • Down payment:
  • Loan amount:
  • Interest rate / term:
  • Monthly mortgage payment:
  • Property taxes:
  • Insurance:
  • HOA (if any):
  • Monthly rent (or projected):
  • Other income:

๐Ÿ“Š Cash Flow & ROI (Estimates)

  • Monthly cash flow (net):
  • Annual ROI % (cash on cash):
  • Break-even rent required:
๐Ÿงฎ [Insert calculation tool or embed Google Sheet later]

๐Ÿ›  Operating Expenses

Item
Monthly
Notes
Maintenance
Property management
Utilities
Vacancy Reserve
CapEx Reserve

๐Ÿ“ Notes & Reminders

Use this space to jot down updates, planned improvements, refinance targets, or tenant notes.

๐Ÿ“‚ Document Vault (Attach Files Below)

๐Ÿงพ Entity & Ownership Docs

๐Ÿง  Due Diligence Files

๐Ÿงฎ Financing & Banking Docs

๐Ÿ“œ Insurance, Permits & Compliance

๐Ÿ” Quick Tips

  • You can add Google Drive/Dropbox share links for files
  • Tag documents with status: [โœ… Final] [๐Ÿ“ In Progress] [๐Ÿ”’ Private]
  • Keep each property in its own duplicated template for security & clarity

๐Ÿง  Legal Note

This template is for organizational purposes only and does not constitute legal, financial, or tax advice. Please consult appropriate professionals for legal compliance and investment strategy.

๐Ÿ›  Built with ๐Ÿ’™ by ValoraVaultโ„ข โ€” Your Real Estate Wallet. Reinvented.