What's Inside the Commercial Property Management Template?
Details | 4 Sheets
Supported Versions (All Features) | Excel 2013, 2016, 2019, Office 365 (Mac)
Supported Versions (Significant Features) | Excel 2010, 2013, 2016, 2019, Office 365 (Mac)
Category | Real Estate
Tags | Commercial Lease, CRM
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Inside Our Commercial Property Management
Whether you are a landlord or property manager, having the basic info of all your properties in a centralized spreadsheet is helpful. While not something you’re likely to update all the time, for various reasons, you’ll need to pull data on a tenant or confirm square footage for a contractor renovating a property.
That’s why we created a Commercial Property Management Template for Excel. To organize your properties and make your life as a property owner or manager easier.
If you find this template useful, you may also want to check out our other real estate excel templates for Room Repair Requests and Mortgage Calculator. These different templates will streamline how you manage your properties and better understand your financial investment.
Let’s dive into our spreadsheet and show you how to use it.
Start by adding your commercial properties (offices, restaurants, retail) to the Property List sheet. Input fields for Building Status (Under Renovation, Proposed, Demolished, Active), Building Name, Unit, Address, City, State, ZIp Code, Year Built, Floor, Suite, Company, Business Sector, Company Status, Rentable Square Feet, Lease Start, Lease Expiration, Primary Contact, Phone and Email.
Anytime you acquire a new property, you can simply add a new row at the bottom of the table.
All your inputs from the Property List sheet will populate in the Buildings sheet. Dynamic slicers in the Buildings sheet allow you to filter for the Building Status, Building Name and Company. This is awesome for pulling up lease data or understanding how many properties are under renovation in a certain complex you manage.
The Log Data sheet gives you the ability to use this template as an activity tracker for your properties. Simply, add interactions with either current tenants or prospects.
Maybe I’m speaking out of turn, but remembering things is hard. If you have a conversation with a tenant, the longer you go without writing it down the fuzzier the details get. By logging the details of the conversation, you don’t have to second-guess yourself if or when that tenant has a similar problem.