REIT Portfolio Dashboard
Real Estate Excel Template (Free Download)
Review property-level NOI, FFO, AFFO, NAV, debt, LTV, DSCR, and investor distributions across residential, office, retail, and other REIT portfolio assets.
professionals from Deloitte
Used by professionals from
About this dashboard
The REIT Portfolio Dashboard connects property-level performance with portfolio-level reporting. It brings together NOI, FFO, AFFO, debt, NAV, and investor distributions across residential, office, retail, and other real estate assets held within a REIT structure. The summary keeps property and portfolio results visible in the same review.
Each property can be reviewed through its own income and operating assumptions before results are consolidated. The dashboard provides a bridge from property cash flows to portfolio KPIs, debt monitoring, NAV analysis, and investor distribution mechanics, including preferred return and promote logic. This supports consistent property and portfolio reporting.
Use this view for portfolio management, performance reporting, capital planning, and investor review. A multi-property structure helps show consolidated results and compare assets without manually aggregating separate single-asset models, while FFO and AFFO reconciliation keeps the distribution picture connected to the underlying property performance.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the REIT Portfolio Dashboard
- Property-level NOI builds
- FFO and AFFO reconciliation
- Portfolio consolidation
- NAV analysis
- Debt, LTV, and DSCR tracking
- Investor distribution waterfall
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What is a REIT portfolio dashboard?+
It tracks property-level income, NOI, FFO and AFFO metrics, debt, NAV, and investor distributions across a portfolio of real estate assets held within a REIT structure.
What does the portfolio view include?+
The portfolio view includes property-level NOI, FFO and AFFO reconciliation, consolidated results, NAV analysis, debt tracking, coverage measures, and investor distribution waterfall mechanics.
Who uses REIT portfolio dashboards?+
REIT managers, real estate analysts, private equity firms, and institutional investors use them for portfolio management, performance reporting, investor review, and capital planning.
What is the difference between FFO and AFFO?+
FFO adds back depreciation to net income. AFFO further adjusts for recurring capital expenditures and leasing costs to show the cash flow available for distribution.
Can it cover different property types?+
Yes. The model supports multiple asset classes, including residential, office, retail, and industrial properties, each with its own lease structures and assumptions within the portfolio.
Have more financial modelling questions? Contact us
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