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Q&A Forum

Reports for Real Estate Investors

If you're an investor in multi-family housing and aren't involved in the day-to-day operations of the properties, what information would you want to be supplied? How often would you want to receive the reports? Vacancy percentage is a big one, but what other information would be valuable to you as an investor?


Title: CFO
Company: C-Suite Services
LinkedIn Profile
(CFO, C-Suite Services) |

If there is a Board, I would ask for copies (as frequent) of Board Reports/Minutes. Since I am not involved in management, I would be interested to know how the Board IS managing management. Ideally, this should include existing and projected rental market conditions.

As far as specific information? Aside from operational numbers, I would also be interested in property valuation (and changes) and maintenance reports since that is the base of my investment. Depending on management arrangement, management cost/revenue ratios.

Ade Onasanya
Title: Portfolio Accountant
Company: Madison Marquette
(Portfolio Accountant, Madison Marquette) |

Cash flow report and forecast,Capital Requirement reports and update on the Site inspection report including the audit of the facility at least once in a quarter. It also depends number crunching ability of the investor among other qualitative judgments

Topic Expert
Joseph Ori
Title: CEO
Company: Paramount Capital Corporation
(CEO, Paramount Capital Corporation) |

Each Quarter:

1. Rent roll
2. Operating statements

1. Rent roll
2. Audited financial statements
3. Summary of payments to investors

The documents provided to investors will also depend on the requirements in the Limited Partnership or Operating Agreement.

Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Here are some metrics that I think would help you evaluate that the underlying operations are doing well:

Many of these are cross-property comparisons, so you can see if there is a weakness in the portfolio. Many should also show trends (like trailing 3 and 12 months, prior year comparisons).

1. Average rent revenue/unit or sq.ft
2. Average net income/unit or sq.ft.
3. Occupancy level %
4. Average tenant occupancy term (i.e. what's the mix of 6 month and 12 month leases vs month to month?)


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