# REIT Portfolio Dashboard

Review property-level NOI, FFO, AFFO, NAV, debt, LTV, DSCR, and investor distributions across residential, office, retail, and other REIT portfolio assets.

- Canonical: https://finamodel.com/excel-dashboard/reit-portfolio
- Excel download: https://finamodel.com/templates/reit-portfolio.xlsx

## 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's included

- Property-level NOI builds
- FFO and AFFO reconciliation
- Portfolio consolidation
- NAV analysis
- Debt, LTV, and DSCR tracking
- Investor distribution waterfall

## Frequently asked questions

### 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.

## Related dashboards

- [Equity Portfolio Analysis Dashboard](https://finamodel.com/excel-dashboard/equity-portfolio)
- [PE Fund Dashboard](https://finamodel.com/excel-dashboard/pe-fund)
- [Venture Capital Dashboard](https://finamodel.com/excel-dashboard/venture-capital)
- [Loan Portfolio CDR Dashboard](https://finamodel.com/excel-dashboard/loan-portfolio-cdr)