Real Estate Portfolio Cash Flow Dashboard

AYF Automate YourFinance
Meridian Housing Partners — Portfolio Cash Flow
19 Properties · 52-Week Rolling Forecast · Updated Apr 25, 2026
Zero Covenant Breaches
Portfolio NOI (Annual)
$3.84M
▲ 6.2% YoY
Portfolio DSCR
1.38x
Min covenant: 1.20x
Occupancy (Portfolio)
91.4%
▼ 1.2pp MoM — 3 vacancies
Cash Position
$1.24M
Next debt service: May 15
Properties at DSCR Risk
2
BLES, ORDG — Amber alert
52-Week Portfolio Cash Position
Weekly rolling forecast · Covenant threshold: $400K minimum
0 Breaches
Cash Position Covenant Floor ($400K) Forecast (dotted)
Covenant Alerts
AI-flagged this week
2 amber
⚠ BLES — DSCR approaching floor
Current DSCR: 1.24x. Covenant minimum: 1.20x. Occupancy at 84% — 2 vacant lots. At current trajectory, breach risk in 6 weeks. Recommend pushing non-urgent capex of $18K.
⚠ ORDG — Late rent collections
3 tenants 30+ days overdue ($8,400 total). If not collected by May 31, June DSCR drops to 1.18x — below covenant. Escalation recommended.
✓ Portfolio cash trough — Week 18
Model projects $487K minimum in Week 18 (Aug 30). Well above $400K covenant floor. No action required.
✓ APCH refinance complete
Rate reduced from 7.2% to 6.8%. Annual debt service saving: $14,200. DSCR improved 0.08x.
Property DSCR — All 19 Properties
Current quarter vs. covenant minimum (1.20x)
17 Green / 2 Amber
Property Performance Summary
NOI, DSCR, Occupancy — April 2026
PropertyNOI/MoDSCROcc%Status

This is what your 19-property portfolio dashboard looks like — live, every morning.

No more spreadsheet chasing. Automate Your Finance builds real estate cash flow models that alert you to covenant risk weeks before it becomes a bank call.

Book a Free Discovery Call →
Built by automateyourfinance.cloud · Illustrative data · Madhav Mohta, CA FRM, Ex-Deloitte