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How the Portfolio Performance Dashboard Works

portfolio performance, unit performance, Net Operating Income (NOI), Cash Flow, Cash-on-Cash Return, Estimated Equity

Written by Riz Barandino
Updated over a week ago

The Portfolio Performance dashboard in RentRedi helps you quickly evaluate how your rental properties are performing financially.

Instead of manually calculating investment metrics, RentRedi automatically analyzes your property’s income, expenses, and mortgage details to generate key performance insights.

By combining rent collection data, expenses, and mortgage information, RentRedi automatically calculates important investment metrics such as profitability, return on investment, and equity growth. This allows you to monitor how your portfolio is performing and make more informed investment decisions.

What You Can See in the Portfolio Performance Dashboard

The dashboard highlights four key metrics that help landlords track property performance.

Metric

What It Shows

Why It Matters

Pro Tip

Net Operating Income (NOI)

Profitability before mortgage payments

Shows how well the property itself is performing

Helps you separate property performance from financing

Cash Flow

Money left after all expenses and mortgage payments

Indicates whether a property generates profit monthly

Monitor monthly to avoid surprises

Cash-on-Cash Return

Annual cash return based on your total cash invested

Helps you evaluate investment performance

Compare with other investment opportunities

Estimated Equity

Portion of the property you actually own

Shows how your ownership grows as loan balance decreases

Track equity to plan future investments or refinancing

How the Portfolio Performance Dashboard Calculates These Metrics

The Portfolio Performance dashboard automatically calculates these metrics using information already recorded in RentRedi.

Here’s how the system works behind the scenes:

  1. Rent payments collected provide income data.

  2. Expenses logged in RentRedi help determine operating costs.

  3. Mortgage details such as loan amount, interest rate, and loan term determine loan payments.

  4. RentRedi combines this information to calculate:

    • Net Operating Income (NOI)

    • Cash Flow

    • Cash-on-Cash Return

    • Estimated Equity

Because the dashboard uses your existing financial data, the numbers update automatically as rent payments are collected and expenses are recorded.


How to Access the Portfolio Performance Dashboard

Follow these steps to view the performance metrics for a property in RentRedi.

  1. From your RentRedi dashboard, click Properties

  2. Select the property or unit you want to review

  3. Click the Performance tab

  4. View the dashboard to see key metrics such as Net Operating Income (NOI), Cash Flow, Cash-on-Cash Return, and Estimated Equity

  5. Enter or update your data (expenses, cash invested, mortgage details, or equity details) to ensure metrics reflect the most accurate performance

💡Pro Tip: Check this dashboard regularly, ideally monthly, to monitor property performance over time and keep your data current.


Summary: How This Dashboard Helps Landlords

The Portfolio Performance dashboard gives you a clear, simple view of your rental property’s financial health.

It automatically tracks:

  • Net Operating Income (NOI)

  • Cash Flow

  • Cash-on-Cash Return

  • Estimated Equity

Benefits for landlords:

  • Understand if your property is profitable

  • Monitor your investment’s growth

  • Make informed decisions about future improvements or purchases

  • Avoid manual calculations and guesswork

Tip for new landlords: Keep your RentRedi data up to date — rent payments, expenses, and loan details — to get the most accurate performance insights.

With this dashboard, landlords can confidently track their rental portfolio performance and make smarter financial decisions. 🎉

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