Free Real Estate Portfolio Templates for Investors and Agents

Managing multiple properties without a clear structure can feel like an uphill struggle, especially when you’re juggling everything from listings to client details.

Real estate portfolio templates bring order to the madness with a structured way to organize, present, and track your assets.

Whether you’re an investor, agent, or developer, a portfolio template helps you showcase your updated existing portfolio or create a new one professionally. It eliminates guesswork, improves transparency, and keeps everything accessible.

Let’s look at real estate portfolio templates, how you can choose one, and the top ones you should consider.

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What Are Real Estate Portfolio Templates?

Real estate portfolio templates are pre-designed documents that help real estate professionals track and showcase their property holdings. These templates bring structure and clarity to your portfolio, saving you time and reducing clutter.

These are the standard elements of a real estate template:

• Property type and name: This section includes the type and name of the property. This helps investors and buyers understand the listings easily and decide between them
• Address and location: Add the complete address and details of the locality. This helps the clients assess accessibility, desirability, and potential value
• Purchase price & date: This shows details about the purchase price and the date on which the property was acquired. This makes it simple to analyze appreciation and calculate ROI
• Current market value: Based on market analysis, including current property valuation, to help investors make informed decisions
• Property images and descriptions: Include high-quality property images and give a brief description. Include the number of rooms, bathrooms, area, and special additions like a swimming pool, garden, or home theatre
• Any services you provide: Outline any services that you provide for property management. This includes tenant sort, maintenance, renovation, and other property-related services
• Company or agent details: Add the details about your company name, address, contact details, and license number. Complete company details make it simple for potential buyers to connect with you

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Top Real Estate Portfolio Templates at a Glance

Here’s a summary table for the best real estate portfolio templates:

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What Makes a Good Real Estate Portfolio Template?

A good real estate template ensures that the properties and services are listed professionally in an easy-to-follow layout. Here’s what to look for when choosing the perfect template:

• Clear and intuitive: Look for a template that helps you simplify property data entry with clear, intuitive layouts. This gives clients a complete overview in an easy-to-follow format
• Organized: Choose a format that neatly groups details into key heads like location, value, income, and expenses. This keeps everything in its place and makes it easy to reference
• Visually engaging: Use templates that come with space for property photos, graphs, or icons to make your portfolio more professional and easier to understand
• Automated calculations: Go for templates with built-in formulas to calculate automatically, to save time and reduce manual errors
• Easy to update: Select a format that’s flexible and simple to revise as properties are added, sold, or updated. This keeps the portfolio updated based on the current offerings
• Customizable: Choose a template that you can personalize with your logo, colors, and messaging for a professional look and increased credibility

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Real Estate Portfolio Templates

A real estate portfolio template should give a clear overview of property listings and convey the services you offer.

Here are the top real estate portfolio templates you should explore by ClickUp, the everything app for work, and other platforms:

1. ClickUp Portfolio Management Template

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There’s a lot of moving parts in real estate portfolio management. Organizing property investments, analyzing market trends, visualizing progress and more. The ClickUp Portfolio Management Template removes complexity from this process.

Classify your real estate projects into completed, at-risk, and active categories to track progress transparently. For better tracking, maintain project SOP documents for quick referencing.

You can also monitor key metrics to plan and make adjustments to existing real estate projects. A bonus? You get to set a formula for sales revenue to ensure precise calculations.

Here’s why you’ll like this template

• Score confidence, ease, and ICE score for new project requests and track progress
• Track team, estimated cost, expenses, balance, and progress
• Create subtasks and checklists for each real estate project for a streamlined process
• Set triggers and automated responses for them to ensure accuracy

2. ClickUp Project Management Portfolio Template

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A business has multiple real estate projects, and monitoring and planning each one requires assessing minute details. The ClickUp Project Management Portfolio Template provides a structured approach to tracking those details, ensuring efficient real estate planning.

Use it to track and manage projects based on status, including to-do, in progress, and complete. Add tags to each task you have to process and monitor projects.

Want to gain more control over your planning? Use ClickUp Portfolios.

It provides a structured space to define and link project objectives, establish strategies with lists, and share portfolios with restricted access. ClickUp Portfolios also provides a space for you to prioritize tasks to keep your real estate projects on track.

Here’s why you’ll like this template:

• Create a project-specific communication channel and integrate it with Slack
• List the estimated time and the creation date of the construction projects
• Add the budget for each real estate project, along with the amount spent
• Add comments alongside each step to keep your team in the loop

3. ClickUp Real Estate Project Management

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If you are struggling to bring every project in one place, the ClickUp Real Estate Project Management Template organizes everything.

The template helps categorize your real estate projects and monitor progress with custom steps according to project timelines. This helps you allocate resources and budgets across all tasks.

For each real estate project task, create a list of subtasks and mark relationships and dependencies, including blocking, tasks, and waiting on, to minimize risks.

If you’re looking to simplify things further, ClickUp has got you covered.

The ClickUp Real Estate Management Software helps manage and monitor projects efficiently, keeping the team informed and up to date for meetings and contract signings. The best part if that you can make things easier for clients too by mapping out your listings for easy tracking.

Here’s why you’ll like this template:

• Create a timeline for each project task and dependencies for simple tracking
• List the costs and duration for every project task and subtask
• Add automated formulas for variance days and cost to ensure accuracy
• Set reminders for each task, including roof installation, site visit, preparation, and more

💡 Bonus Tip: AI-powered tools like ClickUp Brain help you manage your real estate projects efficiently. It can help you with everything from generating image assets to analyzing emerging trends within your projects.

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4. ClickUp Real Estate Agent Template

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Want every detail to stay with you in one compact space? Use the ClickUp Real Estate Agent Template with the productivity tools you need to ensure a structured real estate project workflow.

It helps you maintain a list of past and current clients, including their contact information, in an organized table. List all the details about every property, including address, square footage, listing date, and current status.

Plus, you get to create tasks for various activities, including scheduling viewings and following up with prospective clients.

Here’s why you’ll like this template:

• Categorize properties by type, ranging from Beverly Fortress to Rancho Bernardo
• Mention the listing link and market value for each of the properties
• Create a document to list all the information about the properties you have 
• Customize the viewing request form based on the property selling process

Here’s what Lee Adkins, Co-founder and Chief Partnership Officer at Amplified Solutions Consulting, thinks about using ClickUp.

5. PDF Real Estate Portfolio Template by Fortune Builders

Keeping all the information about the real estate projects organized is simple with the PDF Real Estate Portfolio Template by Fortune Builders.

List and manage properties under contract, in progress, fully sold, and total projects. From purchase price, rehab costs, fixed costs, and investments to sales price and average profits, keep every finance in one place!

Here’s why you’ll like this template:

• Include contact information about your company so that clients can connect with you
• Mention your scope of work, project schedule, investment results, and a picture of a map
• Add a brief description of the property, along with address details for each listing

6. Real Estate Portfolio Template by Template.Net

Clients want comprehensive and structured property details. The Real Estate Portfolio Template by Template.Net provides a straightforward layout that allows you to include all property listings and company information.

Maintain visual appeal with images and vibrant colors. Include a separate slide with your contact details, allowing clients to easily connect with you. You can also add guides on buying and selling a home to enhance the portfolio’s value.

Here’s why you’ll like this template:

• List client testimonials, so potential clients feel confident when buying properties
• Mention all the property management services you provide
• Add details about the recent sales in the sections, such as sold for, and property details

7. Real Estate Photographer Portfolio Template by Template.Net

Are you a real estate photographer looking to attract clients but struggling to capture their attention? The Real Estate Photographer Portfolio Template by Template.Net provides a structured way.

Include your portfolio and expertise to enhance your personal branding and ensure that clients get a complete overview of your skills. Customize each element of the slides to the brand image.

Here’s why you’ll like this template:

• Include your past work, along with client details and images
• Add relevant mentions in popular magazines to establish credibility
• Mention your email and contact number, so potential clients can connect to collaborate

8. Commercial Property Portfolio Brochure Template by Template.Net

The Commercial Property Portfolio Brochure Template by Template.Net is designed to convey the services provided by your real estate company comprehensively.

With images and text boxes, the template maintains a structured appearance, allowing potential clients to get a comprehensive overview. With charts and elements, the template enables you to create a simple layout that effectively communicates your services.

Here’s why you’ll like this template:

• Include the prime locations and leasing solutions you offer
• List the advanced features provided in all of your properties
• Mention comments for reference, along with the brochure

9. Interior Designer Portfolio Template by Freepik

Want to grab the client’s attention for interior design projects? The Interior Designer Portfolio Template by Freepik helps you present all the project details in one place, so your clients get to assess your skills with their requirements.

Retouch the images with prompts and adjust image effects to ensure a professional look.

Here’s why you’ll like this template:

• Add your projects and related images to show your skills
• Include an “About me” section to ensure comprehensiveness
• Get variations and style references to enhance the portfolio
• Create videos from images and overlay images to maintain professionalism

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Create a Mark With Powerful Personal Branding With ClickUp

A well-designed real estate portfolio template is a must-have tool for staying organized, professional, and investor-ready. Whether you’re managing a few residential properties or a diverse mix of commercial assets, the right template helps you present your portfolio effectively.

ClickUp makes it easy to manage property listings and client details in one space.

With powerful collaboration features and built-in analytics, it enables seamless teamwork while providing clear and easy performance tracking. Don’t let scattered property details lose you clients.

✅ Sign up with ClickUp and bring all your listings and client information into a single workspace.

Everything you need to stay organized and get work done.

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