Professional owner reporting that proves your value and reduces churn
_________________________
_________________________
__________ to __________
Portfolio Snapshot
Owners want to see the big picture at a glance. Lead with the metrics that matter.
$____
Net Income This Month
____%
Occupancy Rate
$____
Maintenance Spend
____
Days On Market
Income Statement
Revenue
Item
Amount
Notes
Rent collected
$
Late fees
$
Pet rent
$
Application fees
$
Utility reimbursements
$
Other income
$
Total Revenue
$
Expenses
Item
Amount
Notes
Management fee
$
Maintenance & repairs
$
See maintenance detail below
Landscaping
$
Utilities (owner-paid)
$
Insurance
$
Property tax (if escrowed)
$
HOA fees
$
Advertising / vacancy costs
$
Other expenses
$
Total Expenses
$
NET INCOME (Revenue - Expenses)
$
Owner Distribution
$
Reserve balance
$
Recommended: $____ per unit
Maintenance Detail
Every dollar of maintenance spend, itemized. Transparency builds trust.
Date
Description
Vendor
Amount
Status
$
$
$
$
$
Total Maintenance
$
Tenant Status
Unit
Tenant
Lease End
Rent
Status
Notes
$
$
$
$
💡 Status codes: ✅ Current | ⚠️ Late (1-30 days) | 🔴 Delinquent (30+) | 📋 Notice given | 🔄 Renewing | 🚪 Vacating | ⬜ Vacant
Rent Collection Summary
Metric
This Month
Last Month
YTD Average
Collection rate
%
%
%
Days to collect (avg)
Late payments
Outstanding balance
$
$
$
Market Comparison
Show owners how their property compares to the local market. This justifies rent increases and proves value.
Metric
Your Property
Market Average
Difference
Avg rent per unit
$
$
Occupancy rate
%
%
Avg days on market
Maintenance cost per unit
$
$
Upcoming Items
Be proactive. Owners hate surprises. Tell them what's coming before it arrives.
Item
Timeline
Est. Cost
Priority
$
$
$
Recommendations
This is where you add real value. Don't just report — advise.
Manager's Notes
💡 Why This Report Reduces Churn:
• Owners leave when they feel uninformed. This report eliminates "what am I paying you for?"
• The market comparison section justifies your management fee every month.
• Proactive recommendations position you as an advisor, not just a rent collector.
• Consistent monthly reports build a paper trail that protects you in disputes.
• Include this report with every owner distribution — never send money without context.
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