Property portfolio overview

For landlords with one or more let properties

See every property you let on one page: what it's worth, what you owe, your equity and loan to value, the rent, the monthly costs, the cash left over and the gross yield. A second sheet keeps each property's safety and renewal dates, works out when the gas check, the electrics and the EPC are next due, and turns a date amber when it's within 60 days.

Inside the Property portfolio overview, with made-up example figures — Made-up example figures.

Inside the workbook

PropertiesValue, borrowing, rent and cash flow for each property
Safety datesGas, electrics, EPC, insurance and licence dates
SummaryThe whole portfolio in one place
SourcesEvery rate and rule used, with its GOV.UK link
Start, How to useA cover with the contents, and plain instructions

Where the figures come from

Gas safety check: annual, so months until the next one (England)
Electrics checked at least this often, in months (England: every 5 years)
An EPC is valid for this many months (10 years)
Days to protect a tenant's deposit in a scheme (England and Wales)

This workbook organises your own figures. It isn't financial, tax or legal advice. Check every figure, and check the rules for your nation. Safety intervals are for England, checked on 18 Oct 2026, and link to GOV.UK (Sources tab).