Property Portfolio Management Template

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Simplify the complex task of managing multiple properties with our Property Portfolio Management template. This template helps you prioritize tasks related to each property based on urgency and importance, ensuring that all properties are well managed and potential issues are addressed promptly.

From property inspections and tenant communication to market analysis and legal compliance checks, this template provides a structured approach to keep your portfolio running smoothly and efficiently.

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Property Portfolio Management for Priority Matrix

Property Portfolio Management in Priority Matrix

Efficiently manage your property portfolio by prioritizing tasks based on urgency and importance.

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Proposed Tasks

High Urgency & High Importance

  • Property Inspection due in 1 week
    ☐ Check property condition ☐ Identify any repairs needed ☐ Check tenant satisfaction
  • Tenant Screening for vacant property due in 1 week
    ☐ Review applications ☐ Conduct background checks
  • Mortgage Payment due in 1 week
    ☐ Review payment amount ☐ Make payment
  • Tenant Exit Process due in 1 week
    ☐ Conduct exit inspection ☐ Refund security deposit if applicable
  • Lease Renewal Negotiation due in 2 weeks
    ☐ Review current lease terms ☐ Negotiate renewal terms with tenant
  • Service Provider Contract Renewal due in 2 weeks
    ☐ Review current contract ☐ Negotiate renewal terms
  • Property Tax Payment due in 1 month
    ☐ Review tax amount ☐ Make payment

Low Urgency & High Importance

  • Budget Review due in 2 weeks
    ☐ Check actual vs budgeted expenses ☐ Adjust budget if necessary
  • Marketing Plan for vacant property due in 2 weeks
    ☐ Prepare marketing strategy ☐ Implement marketing plan
  • Market Analysis due in 3 weeks
    ☐ Research local real estate market ☐ Compare property rates ☐ Identify market trends
  • Property Listing for Sale due in 3 weeks
    ☐ Prepare property details ☐ List property on relevant platforms
  • Energy Efficiency Audit due in 3 weeks
    ☐ Arrange for energy audit ☐ Implement suggestions for improvement
  • Insurance Renewal due in 1 month
    ☐ Review current policy ☐ Negotiate renewal terms
  • Legal Compliance Check due in 1 month
    ☐ Review property compliance with local laws ☐ Take corrective action if required
  • Property Improvement Plan due in 1 month
    ☐ Identify areas for improvement ☐ Prepare improvement plan
  • Property Valuation due in 1 month
    ☐ Arrange for property valuation ☐ Review valuation report

High Urgency & Low Importance

  • Rent Collection due in 1 day
    ☐ Check payment status for each tenant ☐ Send reminders to late payers
  • Maintenance Request due in 2 days
    ☐ Review maintenance request ☐ Coordinate with service providers
  • Tenant Communication due in 2 days
    ☐ Respond to tenant queries ☐ Address tenant concerns
  • Vendor Payment due in 2 days
    ☐ Review vendor invoice ☐ Make payment