Monthly Property Performance Reports for Real Estate
Occupancy, revenue, renewals, and maintenance costs summarized automatically every month.
Month-end, automatedHow it works
Pulls data from your property management system, Google Sheets, or CRM at the end of each month. Calculates occupancy rate, total rent collected, overdue payments, maintenance spend, upcoming renewals, and vacancy count per project. Formats everything into a clean report and emails it to the owner or investor group automatically. No manual pulling, no missed numbers.
The workflow
Every step below runs unattended. Your team is involved only where the system is designed to hand off.
- 01
Pull
PMS, Sheets, CRM
- 02
Calculate
Occupancy, rent
- 03
Compare
Prior month
- 04
Format
Clean report
- 05
Send
Owners, investors
Want this running on your stack?
A systems audit maps this against how your real estate operation actually works, and scopes it as a fixed piece of work.
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