Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

Topic Author

James Shannon

Posts: 38
Thank you received: 3

1 year 10 months ago #638435 by James Shannon

Property managers, Investors, Accountants! What financial reporting do you do/view for your assets? was created by James Shannon

Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

I know the basics like GPR, accruals, Variance- but what are other reports you review?

1 year 10 months ago #638435 by James Shannon

Kelsey Ball

1 year 10 months ago #638436 by Kelsey Ball

Replied by Kelsey Ball on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

I also like to look at the: Profit and loss comparison quarterly12 month cash flow expanded Delinquency Move outs

1 year 10 months ago #638436 by Kelsey Ball

Jennifer Ryan

Posts: 5
Thank you received: 1

1 year 10 months ago #638437 by Jennifer Ryan

Replied by Jennifer Ryan on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

P&l, income statement, variance

1 year 10 months ago #638437 by Jennifer Ryan

Sara Sprankles

Posts: 5
Thank you received: 1

1 year 10 months ago #638438 by Sara Sprankles

Replied by Sara Sprankles on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

Are you looking for actual reports we review or the metrics we review??

1 year 10 months ago #638438 by Sara Sprankles

Topic Author

James Shannon

Posts: 38
Thank you received: 3

1 year 10 months ago #638439 by James Shannon

Replied by James Shannon on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

Sara Tronti Sprankles the reports you review. I’m looking to improve my financial reporting capabilities. So whatever metric are important

1 year 10 months ago #638439 by James Shannon

Sara Sprankles

Posts: 5
Thank you received: 1

1 year 10 months ago #638440 by Sara Sprankles

Replied by Sara Sprankles on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

James Shannon what PM software do you use?

1 year 10 months ago #638440 by Sara Sprankles

Topic Author

James Shannon

Posts: 38
Thank you received: 3

1 year 10 months ago #638441 by James Shannon

Replied by James Shannon on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

Sara Tronti Sprankles Yardi voyager

1 year 10 months ago #638441 by James Shannon

Sara Sprankles

Posts: 5
Thank you received: 1

1 year 10 months ago #638442 by Sara Sprankles

Replied by Sara Sprankles on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

James Shannon trailing 12 is a great report as well as budget to actual

1 year 10 months ago #638442 by Sara Sprankles

Sherry Tompkins

Posts: 15
Thank you received: 1

1 year 10 months ago #638443 by Sherry Tompkins

Replied by Sherry Tompkins on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

Renters Insurance compliance, Asset tracker (tracking installs of carpet, plank, appliances, reglaze, water heaters, a/c units, full or partial paints etc), amenity tags for pricing. Those are a few.

1 year 10 months ago #638443 by Sherry Tompkins

Alyssa Smith

Thank you received: 0

1 year 10 months ago #638444 by Alyssa Smith

Replied by Alyssa Smith on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

T12 is a good one in Yardi

1 year 10 months ago #638444 by Alyssa Smith

Leah Orsbon

Posts: 5
Thank you received: 0

1 year 10 months ago #638445 by Leah Orsbon

Replied by Leah Orsbon on topic Re: Property managers, Investors, Accountants! What financial reporting do you do/view for your assets?

I love showing my marketing KPIs and how much it costs them to get a lease from and ILS.

1 year 10 months ago #638445 by Leah Orsbon