Skip to main content

Annual Scorecard

Score each property on performance, growth, and management effort.

How the Annual Scorecard Works

The scorecard evaluates your property across five weighted dimensions and produces a single 0–100 composite score. Each dimension isolates a different aspect of property health — you can see exactly where a property is strong and where it needs attention.

  • Cash Flow (30%): actual vs. expected cash flow, vacancy weeks, and maintenance costs
  • Appreciation (20%): current value vs. purchase price compared to your target rate
  • Equity (20%): loan-to-value ratio and equity build-up over time
  • Management (15%): management effort score and tenant quality rating
  • Opportunity Cost (15%): return on equity vs. what you could earn elsewhere

Why Annual Scoring Beats Gut Feel

Most investors hold onto underperforming properties too long because there is no objective measure. The Annual Scorecard forces a structured data-driven review every year so poor performers get caught early — not after years of lost returns.

  • Catch underperforming properties before they drag down your entire portfolio
  • Compare properties objectively using the same scoring framework every year
  • Override the recommendation with your own judgement and note the reason

Sample Output

See what this feature calculates for you.

Annual Scorecard
Composite Score 71/100
Cash Flow Score 65/100
Appreciation Score 78/100
Recommendation Keep

Ready to Use Annual Scorecard?

Get access to this feature and everything else in Annual Property Review Scorecard.