Industries · Real Estate
Excel Automation & Data Services for Real Estate Companies
Property-level P&L, rent rolls, lease expirations and tenant arrears - built for the way real estate teams actually run..
- real estate
- rent rolls
- property
- portfolio
Managing rent rolls across multiple properties - every lease has its own start, escalation, renewal and expiry date, and they all live in different spreadsheets.
Property-level P&L that takes a week to consolidate across residential, commercial and retail units - different GL structures, different cost centres, different reporting cadences.
Tenant arrears and lease expiry tracking that lives in someone's inbox - no single view of who owes what, which leases are about to expire, or which units are vacant.
Services for real estate
Where I help real estate teams.
Excel Dashboard Design
Property-level P&L, rent rolls and lease expiry on one refreshable view. Asset manager sees the portfolio; property accountant sees the detail.
Excel Automation
Replace the month-end property consolidation ritual with a Power Query pipeline that pulls rent rolls, validates them and ships the report.
Excel Data Cleaning
Tidy tenant rosters, lease term data and unit lists. Deduplicate on unit number, normalise lease dates, validate escalation clauses.
Financial Modeling
Property acquisition models, IRR / cash-on-cash calculators, scenario forecasts on rent escalations and vacancy assumptions.
Example engagement
Typical multi-property portfolio
- Problem
- Properties tracked across separate spreadsheets per asset class - residential, commercial, retail. Asset manager had no single view of portfolio P&L, lease expiry risk or tenant arrears.
- Approach
- I would build a single refreshable workbook with Power Query pipelines against the per-property exports. Property-level P&L on one tab, rent roll on another, lease expiry and arrears on a third. Slicers by property, asset class and period.
- Outcome
- Designed to give the asset manager one portfolio view while property accountants can still drill into per-property detail.
Free Self-Serve Excel Tools
Interactive in-browser calculators and diagnostics. No sign-up, no email required.
Workbook Compare
Drop two versions of a file and see every changed cell and formula, inserted rows, and formulas someone typed over.
Workbook Map
See how your sheets feed each other as a diagram, with links to other files, hidden feeders and circular links flagged.
Formula Explainer
Paste any formula and read it in plain English, step by step in the order Excel calculates it.
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Frequently asked
Before you hire an Excel consultant for real estate.
Do you handle multi-property portfolios in one workbook?
Yes - that is the most common engagement. The workbook consolidates every property into one refreshable view: property-level P&L, rent rolls, lease expirations, tenant arrears, occupancy. The asset manager sees the portfolio; the property accountant still has audit-friendly detail per property.
Can you connect Excel to property management software exports?
Yes. Most property management systems (Buildium, AppFolio, Yardi exports, MRI, custom ERP exports) produce a CSV or Excel export that Power Query can pull on a refresh. The pipeline is documented so the next person can extend it.
Get a Free Quote
Send the rent roll. Get a written scope and fixed price.
Reply within one working day. NDA before any file is exchanged.
Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works
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