Free Framework โ€” 2026 Edition

Most landlords drift
into a portfolio.
The successful ones
plan one.

Going from 1 property to 10 doesn't happen by accident. Here's the framework serious landlords use to plan, finance, and execute portfolio growth.

๐Ÿ—๏ธ 5 growth stages๐Ÿ’ท Finance planner๐ŸŽฏ Acquisition tracker๐Ÿ“„ PDF export
5
Growth stages
20min
To complete
10yr
Targets set
Free
Always

Build your portfolio plan

Finance capacity, acquisition criteria, and 10-year targets.

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Preview โ€” what you'll get

Portfolio Planning Framework5 stages
Foundation
Finance
Acquisition
Systems
Vision
Portfolio equity availableยฃ184,000
Properties acquirable (cash)3
Min. rent to stress testยฃ656
Foundation
โœ… Ready
Pipeline
2 / 5
3yr Target
+3 props

What scaling without a plan looks like

๐ŸŽฒ
Reactive

Most landlords acquire when opportunity appears โ€” no criteria, no capacity model, no plan

๐Ÿฆ
4+ props

Portfolio landlord threshold โ€” assessed differently by lenders, requiring specialist finance

โš™๏ธ
Systems

The gap between 3 properties and 10 is almost never money โ€” it's systems that break first

โš–๏ธ
S.24

Section 24 impact compounds with scale โ€” landlords who don't model it pay the price later

How it works

Five stages. One structured plan.

1

Assess your foundation

Complete the readiness assessment across your existing portfolio. Identify gaps before they become problems at scale.

2

Model your capacity

Enter your portfolio value, equity, and deposit funds. See exactly how many properties you can acquire โ€” and what they'll cost to finance.

3

Set your targets

Define 3, 5, and 10-year targets. The framework calculates the acquisition rate needed and the income those targets will generate.

What's included

Everything a serious portfolio landlord needs

Five planning stages. Interactive finance modelling. Acquisition pipeline. Systems audit. Vision targets. All in one place.

๐Ÿ—๏ธ

Stage 1 โ€” Foundation

7 checks

Readiness assessment across cashflow, compliance, reserve fund, and mortgage position before you scale.

๐Ÿ’ท

Stage 2 โ€” Finance

8 inputs

Model your growth capacity: LTV, available equity, borrowing headroom, and mortgage cost per acquisition.

๐ŸŽฏ

Stage 3 โ€” Acquisition

Pipeline

Define your criteria โ€” yield targets, property type, location โ€” and track up to 5 pipeline properties.

โš™๏ธ

Stage 4 โ€” Systems

13 checks

Audit your management, compliance, finance, and legal systems. Know what will break before you scale.

๐Ÿ”ญ

Stage 5 โ€” Vision

Targets

Set 3, 5, and 10-year property targets. Model the income and portfolio value those targets represent.

๐Ÿ“„

PDF Export

Full plan

Export your complete portfolio growth plan as a branded A4 document โ€” your framework on one page.

Why portfolio landlords use this

Move from accumulating to building

There's a significant difference between a landlord who has accumulated properties over the years and one who has built a portfolio with intention. This framework helps you move from the first group to the second.

  • Foundation check โ€” know if your existing portfolio is ready to scale
  • Finance planner โ€” model equity, LTV, and borrowing capacity before you approach a broker
  • Acquisition criteria โ€” written, measurable standards for every property you view
  • Pipeline tracker โ€” up to 5 live opportunities measured against your criteria
  • Systems audit โ€” identify what breaks before it breaks at scale
  • 10-year vision with income and portfolio value projections

"I had 3 properties and wanted 10 but no idea where to start. This framework made me realise I needed to fix my systems before I added anything. Best planning decision I've made."

Portfolio landlordโ€” 4 properties, Manchester

"The finance planner showed me I had ยฃ180k of usable equity I hadn't modelled. That changed everything. I had capacity I didn't know about."

BTL investorโ€” 6 properties, Birmingham

"Stage 3 alone was worth it. I'd never written down my acquisition criteria properly. Now every viewing is measured against the same standard."

Portfolio landlordโ€” 5 properties, Leeds
Free ยท 5 planning stages ยท 20 minutes

A great portfolio plan needs a great portfolio system behind it.

HomeDash tracks every property, every tenancy, every compliance deadline, and every cashflow figure across your growing portfolio โ€” automatically. As you scale, your admin doesn't have to scale with you.

Start tracking free โ€” one property, forever

No credit card required ยท Cancel any time