Templates

Real estate templates and checklists

Free files for the routine work of developing and letting property in Germany. CSV templates that import straight into REPM Lite, a DIN 276 cost sheet, and two print-ready checklists you can fill in on paper or on screen.

How to use these files

Every template here is free and needs no signup. The CSV files use the exact column headers REPM Lite maps on upload, so a small portfolio moves in without any field matching. Download a file, keep the header row, replace the two example rows with your own data, and import it. Load them in order, because units reference their property and leases reference both a unit and a tenant: properties first, then units, then tenants, then leases.

The DIN 276 cost sheet mirrors the cost-group structure of the development cost cockpit, and the checklists cover the two tasks that go wrong most often in property management. If you would rather keep this data on one record than in spreadsheets, start a free trial or read the pricing.

Data import

Four CSV templates that map on upload to REPM Lite. Keep the header row, swap in your own rows, and import properties, then units, then tenants, then leases.

CSV

Properties

Name, address, type and value, one property per row. The header row matches the Lite property import, so it maps with no field mapping. Wrap an address that contains a comma in straight quotes, as the example rows show.

Download properties.csv
CSV

Units

Property, unit label, area, rooms, cold rent and status. Reference each unit to its property by the same name you used in properties.csv. Area takes a decimal point, rent is the monthly cold rent.

Download units.csv
CSV

Tenants

Name, email and phone, the minimum a tenant record needs before you attach a lease. Import tenants before leases so the lease can find them by name.

Download tenants.csv
CSV

Leases

Unit, tenant, start and end date, cold rent and deposit. Leave the end date blank for an open-ended (unbefristet) tenancy. Dates use the ISO format YYYY-MM-DD.

Download leases.csv

Cost planning

A DIN 276 cost sheet you can fill in today and, when a project outgrows a spreadsheet, the cockpit that tracks the same groups live.

CSV

DIN 276 cost sheet

Kostengruppe, Bezeichnung, plan and actual across KG 100 to KG 800, pre-filled with the eight cost groups of DIN 276. Enter your planned figures per group and update the actuals as invoices land to see the variance.

Download din276-kostenblatt.csv
Product

From sheet to cockpit

A spreadsheet holds one snapshot. REPM keeps plan, actual and variance per DIN 276 group on the project itself, with cost-plan versions, approvals, cash flow and IRR, so the number you plan is the number you later build against.

See development

Property management checklists

The two tasks tenants and courts scrutinise most: the annual service-charge statement and the handover at move-in or move-out. These live on the page rather than as a download, so they stay editable. To keep one as a PDF, use your browser Print command (Ctrl+P or Cmd+P) and choose Save as PDF.

Service-charge statement (Nebenkostenabrechnung) checklist

Work through this before you send a statement to a tenant. It follows the German rules for apportionable operating costs; it is a practical checklist, not legal advice.

  • [ ] Abrechnungszeitraum set to 12 months and stated on the statement
  • [ ] Statement delivered within the 12-month deadline (section 556(3) BGB); after it no back-payment can be claimed
  • [ ] Only apportionable cost types (umlagefähige Kosten) under section 2 BetrKV included
  • [ ] Non-apportionable costs (management, maintenance, repairs, bank charges) removed
  • [ ] An allocation key (Verteilerschlüssel) chosen for each cost type: floor area, persons, consumption or units
  • [ ] Heating and hot water split under the Heizkostenverordnung, at least 50 to 70 percent by measured consumption
  • [ ] Meter readings (Zählerstände) taken at the start and end of the period and recorded
  • [ ] Tenant prepayments (Vorauszahlungen) for the period totalled and deducted
  • [ ] Result shown as a back-payment or credit, with the amount and a payment date
  • [ ] Vacancy and owner-occupied share carried by the landlord, not spread onto tenants
  • [ ] Supporting invoices kept available for the tenant to inspect on request

Nebenkosten and index-linked rent sit on the lease in REPM, so the next statement runs from recorded figures. See the deeper guides for the apportionment detail.

Handover protocol (Objektübergabe) checklist

Use this at move-in and move-out. A signed protocol with meter readings and photos is what settles a later dispute over the deposit.

  • [ ] Handover appointment (Übergabetermin) agreed with both parties present
  • [ ] Meter readings (Zählerstände) for electricity, gas, water and heat read and noted with their meter numbers
  • [ ] Keys (Schlüssel) counted and listed by type, including any additional or replaced keys
  • [ ] Existing defects and damage (Mängel) recorded room by room, with photos
  • [ ] Agreements on decorative repairs (Schönheitsreparaturen) written down
  • [ ] Deposit (Kaution) status and any deductions noted
  • [ ] Updated contact details and a forwarding address captured
  • [ ] Protocol signed (Protokoll unterschreiben) by tenant and landlord
  • [ ] A copy given to the tenant and one kept on the lease record

In REPM the handover protocol attaches to the unit and lease, next to the turnover and maintenance history, so the next tenancy starts from a clean record.

Frequently asked questions

Do these templates work with REPM Lite?

Yes. The CSV files use the same column headers the REPM Lite importer expects, so they map on upload without manual field matching. Download a file, replace the example rows with your own data, keep the header row, and import it in Lite. Load properties first, then units, then tenants, then leases, because units reference their property and leases reference both a unit and a tenant.

What format do the CSV files use?

Plain comma-separated values in UTF-8, with one header row and two example rows. They are comma-delimited rather than the semicolon format German Excel often defaults to, which is what the Lite importer reads. If you edit them in Excel, save as CSV UTF-8 and check the separator stays a comma. A value that contains a comma, such as a street and city in one address field, goes in straight quotes.

How do I turn a checklist into a PDF?

The service-charge and handover checklists are on this page rather than as a download. Open your browser Print command (Ctrl+P or Cmd+P) and choose Save as PDF, or print it directly. That keeps them editable and avoids a file you have to trust before opening.

Are these legal templates?

No. The checklists collect the practical steps a Nebenkostenabrechnung or a handover usually needs and point to the relevant sections of the BGB, BetrKV and Heizkostenverordnung, but they are not legal advice. A disputed statement or an unusual clause belongs with a lawyer.

Move a portfolio in this afternoon

Download the CSV templates, fill in your own rows, and import them into a free REPM Lite environment. No sales call, no credit card.

Start free