# Real Estate Investment Management Suite

## Overview Dashboard
A high‑level page that surfaces the most critical metrics at a glance.  
Create the following **linked views** from the databases below:

| KPI | Source | Formula / View |
|-----|--------|----------------|
| **Total Portfolio Value** | Property Portfolio | `SUM(Current Value)` |
| **Cash‑on‑Cash Return** | Property Portfolio | `AVERAGE(Cash on Cash %)` |
| **Average Cap Rate** | Property Portfolio | `AVERAGE(Cap Rate %)` |
| **Occupancy Rate** | Property Portfolio | `AVERAGE(Occupancy %)` |
| **Monthly Net Cash Flow** | Financial Transactions (filtered to current month, type = Income‑Rent) – Expenses | `SUM(Income) – SUM(Expense)` |
| **IRR (Portfolio)** | Property Portfolio | `AVERAGE(IRR %)` |

> 💡 Tip: Pin this page to your sidebar and enable **Full‑width** for a dashboard‑style look.

---

## Property Portfolio
Database that tracks every acquisition, its performance metrics, and links to tenants, expenses, and documents.

| Property ID | Address | Purchase Price | Purchase Date | Units | Current Value | Cap Rate % | Cash on Cash % | IRR % | Occupancy % | Status |
|-------------|---------|----------------|---------------|-------|---------------|------------|----------------|------|-------------|--------|
| PROP‑001 | 123 Maple St, Austin, TX | $850,000 | 2022‑03‑15 | 8 | $1,020,000 | 6.2% | 12.5% | 14.8% | 92% | Active |
| PROP‑002 | 45 Oak Ave, Denver, CO | $620,000 | 2021‑11‑02 | 5 | $680,000 | 5.8% | 10.3% | 13.1% | 88% | Active |
| PROP‑003 | 210 Pine Rd, Miami, FL | $1,150,000 | 2023‑01‑20 | 12 | $1,300,000 | 7.0% | 15.0% | 16.5% | 95% | Under Renovation |

> 💡 Tip: Use the **Relation** property “Tenants” to link each property to its tenant records, and “Documents” to attach deeds, inspection reports, etc.

### Suggested Views
- **Table – All Properties** (default)
- **Board – Status** (grouped by Status)
- **Gallery – Portfolio Snapshot** (show Current Value, Cap Rate, Occupancy)

---

## Tenants
Database for lease management, rent collection, and tenant communication.

| Tenant ID | Property (Relation) | Unit | Lease Start | Lease End | Monthly Rent | Security Deposit | Payment Status |
|-----------|---------------------|------|-------------|-----------|--------------|------------------|----------------|
| TEN‑A01 | PROP‑001 | 1A | 2023‑04‑01 | 2024‑03‑31 | $1,250 | $1,250 | ✅ Paid |
| TEN‑B07 | PROP‑002 | 3B | 2022‑09‑15 | 2023‑09‑14 | $1,800 | $1,800 | ⚠️ Late |
| TEN‑C12 | PROP‑001 | 2C | 2023‑01‑01 | 2024‑12‑31 | $1,250 | $1,250 | ✅ Paid |

> 💡 Tip: Add a **Formula** column “Days Until Expiry” → `dateBetween(prop("Lease End"), now(), "days")` to flag upcoming renewals.

### Suggested Views
- **Table – Current Leases** (filter `Payment Status != "Late"`).  
- **Calendar – Lease Dates** (show Lease Start & End).  
- **Kanban – Payment Status** (grouped by Paid / Late).

---

## Financial Transactions
Tracks all cash inflows and outflows per property, enabling automatic KPI calculations.

| Transaction ID | Date | Property (Relation) | Type | Category | Amount | Description |
|----------------|------|---------------------|------|----------|--------|-------------|
| TX‑001 | 2024‑04‑01 | PROP‑001 | Income | Rent | $1,250 | April rent – Unit 1A |
| TX‑002 | 2024‑04‑03 | PROP‑001 | Expense | Maintenance | $350 | HVAC filter replacement |
| TX‑003 | 2024‑04‑05 | PROP‑002 | Income | Rent | $1,800 | April rent – Unit 3B |
| TX‑004 | 2024‑04‑07 | PROP‑002 | Expense | Property Tax | $1,200 | Q1 tax payment |
| TX‑005 | 2024‑04‑10 | PROP‑003 | Income | Rent | $2,100 | April rent – Unit 5D |

> 💡 Tip: Create a **Rollup** in the Property Portfolio database that sums “Income” and “Expense” amounts for each property to feed the Net Cash Flow KPI.

### Suggested Views
- **Table – All Transactions** (default).  
- **Filtered Table – This Month** (filter Date within this month).  
- **Bar Chart – Income vs Expense by Property** (use Notion’s built‑in chart block or embed a synced Google Sheet).

---

## Documents
Central repository for all legal and operational files, linked to the relevant property.

| Document ID | Property (Relation) | Type | Upload | Date | Notes |
|-------------|---------------------|------|--------|------|-------|
| DOC‑001 | PROP‑001 | Lease Agreement | [Lease_1A.pdf] | 2023‑04‑01 | Signed electronically |
| DOC‑002 | PROP‑002 | Deed | [Deed_Prop002.pdf] | 2021‑11‑02 | Recorded at County Clerk |
| DOC‑003 | PROP‑001 | Inspection Report | [Inspection_2024.pdf] | 2024‑02‑15 | Roof repair recommended |
| DOC‑004 | PROP‑003 | Insurance Policy | [Insurance_Prop003.pdf] | 2023‑01‑20 | Expires 2024‑01‑19 |

> 💡 Tip: Enable **Version History** on uploaded PDFs to keep track of amendments without creating duplicate records.

### Suggested Views
- **Table – All Documents** (default).  
- **Gallery – By Type** (show file thumbnail).  
- **Filtered List – Upcoming Expirations** (filter Date within next 30 days for insurance, permits).

---

## KPI Dashboard & Investor Reports
A dedicated page that pulls live data from the databases and exports polished PDFs for investors.

1. **Live KPI Widgets** – Use linked database views with **Formula** columns:
   - *Cash‑on‑Cash Return*: `prop("Cash on Cash %")` (rounded to 1 decimal).  
   - *Cap Rate*: `prop("Cap Rate %")`.  
   - *IRR*: `prop("IRR %")`.  
   - *Occupancy*: `prop("Occupancy %")`.

2. **Portfolio Summary Table** – Create a **Linked Database** view of *Property Portfolio* with the following visible columns only: Address, Current Value, Cap Rate %, Cash on Cash %, IRR %, Occupancy %. Set the view to **Table** and enable **Group by Status**.

3. **Investor PDF Report** – Build a **Template Button** titled “Generate Investor Report” that:
   - Duplicates a pre‑formatted **Report Page**.
   - Filters the duplicated page to the selected property (via a *Select* property “Report Property”).
   - Includes linked views of Tenants, Transactions (last 12 months), and Documents.
   - Adds a **Print** block (or use Notion’s “Export → PDF”) for instant download.

> 💡 Tip: To automate PDF generation, integrate with **Zapier** or **Make**: trigger on the button press, fetch the page URL, and call Notion’s export endpoint to email the PDF to investors.

---

## How to import into Notion
1. **Create a new page** in your Notion workspace where you want the template.  
2. Click **Import** → choose **Markdown & CSV** and upload this `.md` file.  
3. Notion will create a page hierarchy matching the headings (H1 → top page, H2 → sub‑pages).  
4. For each table marked as a **database** (Property Portfolio, Tenants, Financial Transactions, Documents):
   - Click the table, select **Convert to Database** → choose **Table** (or **Board/Gallery** as indicated in the “Suggested Views” sections).  
   - Verify that relation columns (e.g., Property) are set to **Relation** and link to the appropriate database.  
   - Add the **Formula**, **Rollup**, and **Relation** properties described in the workflow notes.  
5. Recreate the **Dashboard** page by adding **Linked Database** blocks that point to the newly created databases and configure the views as outlined.  
6. Add a **Template Button** on the “Investor Reports” page using the specifications above, then test the PDF export flow.  
7. (Optional) Connect to external automation tools (Zapier/Make) for scheduled PDF delivery or rent‑payment reminders.  

Your fully functional Real Estate Investment Management Suite is now ready to use!