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Updated about 4 years ago on . Most recent reply

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Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
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How do you aggregate PM books with the stuff you pay for?

Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
Posted

For those of you using outside PM, do you have a clean or automated solution for aggregating your PM books with the stuff you pay for yourself (insurance, taxes, mortgage payment, admin costs, materials, travel, etc)?

The data would be used to track full performance, prepare tax returns, bank packages...all the normal stuff for T12s, P&L by property and total portfolio, and internal performance tracking metrics.

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Jeff Greenberg
  • Real Estate Consultant
  • Camarillo, CA
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Jeff Greenberg
  • Real Estate Consultant
  • Camarillo, CA
Replied

Our PM does most of the book, but  each quarter we send her the info on what we paid for and she does journal entries for a complete picture for our investors and the bank.

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