๐ Property Wallet + ๐ Document Vault Template
Welcome to your all-in-one, secure, and customizable ValoraVaultโข 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.
๐ Property Wallet Overview
Use this section to track the financial and legal profile of each property.
๐ Basic Property Info
- Property name:
- Address:
- Type (e.g. SFH, Duplex, Commercial):
- Purchase price:
- Closing date:
- Realtor/contact info:
๐ฐ Financial Snapshot
- Down payment:
- Loan amount:
- Interest rate / term:
- Monthly mortgage payment:
- Property taxes:
- Insurance:
- HOA (if any):
- Monthly rent (or projected):
- Other income:
๐ Cash Flow & ROI (Estimates)
- Monthly cash flow (net):
- Annual ROI % (cash on cash):
- Break-even rent required:
๐งฎ [Insert calculation tool or embed Google Sheet later]
๐ Operating Expenses
Item | Monthly | Notes |
Maintenance | ||
Property management | ||
Utilities | ||
Vacancy Reserve | ||
CapEx Reserve |
๐ Notes & Reminders
Use this space to jot down updates, planned improvements, refinance targets, or tenant notes.
๐ Document Vault (Attach Files Below)
๐งพ Entity & Ownership Docs
๐ง Due Diligence Files
๐งฎ Financing & Banking Docs
๐ Insurance, Permits & Compliance
๐ Quick Tips
- You can add Google Drive/Dropbox share links for files
- Tag documents with status: [โ Final] [๐ In Progress] [๐ Private]
- Keep each property in its own duplicated template for security & clarity
๐ง 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.
๐ Built with ๐ by ValoraVaultโข โ Your Real Estate Wallet. Reinvented.