Asset Management Monthly Review Template & Process - Need Help!
Hello!
Two years later and I'm STILL trying to come up with a monthly reporting process for my properties. It needs to be:
1. Something I can outsource to someone with basic real estate knowledge to do the actual work each month.
2. Something that provides me with an easy-to-read report that I can review and forward to my (third party) property manager.
Check out this video for what I've built so far. It's going to be a total pain in the a$$ to fix the formatting for all the Q&A sections and I just still feel like it is clunky and hard to read. Again, I'm using THIRD party property managers for all the mult-tenant properties so I really don't think it makes sense for me to use some gigantic program like AppFolio or Buildium. Additionally, I haven't seen anything from them that summarizes rent roll questions, upcoming bumps/terms/delinquencies, expense questions etc all on one page like this.
ALL help is appreciated. Thank you!
Kim