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Real Estate Property Management
Real Estate Property Management
Statement View
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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
Clients
⁠
,
Leases
⁠
,
Properties
⁠
, and
Monthly Payments
⁠
sections.
2️⃣ Every month, select the time period and property on the
Statement View
⁠
section you would like to create a statement for your client (landlord).
3️⃣ Print to PDF on the
Print to PDF
⁠
section. View your management company's profitability on the
Profitability
⁠
section.

What's in this doc?

1
Statement View
View rent paid and expenses for a property by month
2
Print to PDF
Income/expense statement you can print to PDF to send to your client (landlord)
3
Profitability
Your management company's profitability
4
Monthly Payments
Running log of all rent collected, management & landlord expenses, and other income
5
Properties
Properties you manage
6
Leases
Details about leases for each property
7
Clients
Details about the clients (landlords)
There are no rows in this table
⁠
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