Know your net property position at a glance — Taskade Genesis builds a real estate portfolio tracker from a single prompt, giving you a live workspace with AI agents that handle the analysis work for you.
What Is a Real Estate Portfolio Tracker?
A real estate portfolio tracker centralizes property records — address, purchase price, current estimate, mortgage balance, and monthly cash flow — so landlords and investors can see their full picture in one place.
Why Use a Real Estate Portfolio Tracker?
Managing multiple properties in separate spreadsheets leads to missed rent entries and stale valuations. Taskade Genesis keeps everything linked and current.
- Relational records — link properties to tenant contacts, lease dates, and maintenance tickets via the Relationship field.
- Gantt view for lease timelines — visualize lease start/end dates across your whole portfolio using 7 project views.
- AI agent analysis — ask the built-in agent to calculate cap rates or project annual cash flow using 34 built-in tools.
- 100+ integrations — pull mortgage statements or rent payments in via two-way triggers from tools like QuickBooks or Stripe.
- Custom domain — give each property manager a branded login (Business+) without per-seat fees.
Who Should Use a Real Estate Portfolio Tracker?
- Buy-and-hold landlords with 2–50 units who need a live equity snapshot.
- Real estate syndicators reporting portfolio performance to passive investors.
- House hackers tracking their first duplex from purchase to payoff.
- Property managers overseeing multiple owner clients in one workspace.
- Financial planners incorporating real estate into a client's overall net worth picture.
How To Get Started
- Click Use Template and clone the workspace to your account in seconds.
- Add each property — address, purchase price, current estimate, and loan balance — in the Table view.
- Use the Relationship field to link each property to its tenant records.
- Schedule a monthly automation to calculate and log net equity.
- Ask the AI agent to draft a one-page portfolio summary you can share with a lender or partner.
Your property empire, one workspace. Find more tools in the Taskade community or explore automations for landlord workflows.