Real Estate Property Management
Real estate property management tool for property managers. Easily create income/expense statements for owners and landlords.
AC
Al Chen
Real estate property management tools can be expensive and not easy to customize. If you are managing multiple properties and leases on behalf of landlords and owners, this template is for you. No more worrying about copying and pasting data into Excel and printing to PDF, this tool updates the monthly statements you send to your owners based on simple dropdown selections. With this real estate property management tool, you have one single source of truth to manage data for your properties, leases, clients (landlords), and monthly payments. Some features of this template include:
Print-to-PDF income and expense statement that updates automatically
See rent collected, management expenses, and landlord expenses by property
View your management company’s profitability based on fees collected by time and property

Quickstart

1️⃣ Fill in relevant data in the
,
,
, and
sections.

2️⃣ Every month, select the time period and property on the
section you would like to create a statement for your client (landlord).

3️⃣ Print to PDF on the
section. View your management company's profitability on the
section.

What's in this doc?
1
View rent paid and expenses for a property by month
2
Income/expense statement you can print to PDF to send to your client (landlord)
3
Your management company's profitability
4
Running log of all rent collected, management & landlord expenses, and other income
5
Properties you manage
6
Details about leases for each property
7
Details about the clients (landlords)
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