EXPLANATION
AND
HOW TO UNDERSTAND PORTFOLIO SUMMARY
Below is an Example Report-
Further below you will see the explaniation of each section broken down.
Total Gross Management Fees Collected |
Management fee ledger |
Total Gross Maintenance Fees Collected |
Maintenance fee ledger |
Total Gross Inspection Fee Collected |
Inspection Fee Ledger |
Total Other Fees Collected |
Any Ledger added + Admin Ledger |
TOTAL FEES COLLECTED |
|
Average Management Fee ($ Value / Property) |
Take all properties total divided by total fees |
Average Management Fee (% / Property) |
Take all properties total divided by total fees |
Number of Owners |
Owner List |
Number of Managed Properties |
Active Properties as per list |
Number of Commercial Properties |
Properties marked as Commercial |
Number of Holiday Properties |
Properties marked as Holiday |
Number of Casual Properties |
Properties marked as Casual |
Average Number of Properties / Owner |
Owner number divided by Properties |
Average Rent (Weekly) |
Taken from Property rent |
Properties Won |
Taken from Property made active |
Properties Lost |
Taken from Property made inactive |
Number of Inactive Properties |
Taken from the active/inactive status |
Number of Inspections Completed |
Processed Inspections in the month |
Number of Open Works Orders |
Any work order with a status – off, work in progress or authority granted |
Number of Vacant Managed Properties |
From available date and management type |
Number of Vacant Holiday Properties |
From available date and management type |
Vacancy Rate (%) |
Vacant managed properties divided by total number managed properties |
Number of Managed Tenants |
From Tenant list and management type |
Number of Commercial Tenants |
From Tenant list and management type |
Number of Holiday Tenants |
From Tenant list and management type |
Overdue Managed Tenants (Up to 6 days) |
Tenancies (managed) not paid to the month end |
Overdue Managed Tenants (7 to 13 days) |
Tenancies (managed) not paid to the month end |
Overdue Managed Tenants (14 to 20 days) |
Tenancies (managed) not paid to the month end |
Overdue Managed Tenants (28 days and over) |
Tenancies (managed) not paid to the month end |
Total % of Portfolio in Arrears (over 6 days) |
If the number of days between a tenants rent paid to date and month end date is less than or equal to 6, it is grouped under overdue managed tenants up to 6 days etc |
Overdue Managed Tenants (Vacated) |
Vacated Tenants with overdue amounts owing |
Total Gross Rent Received (Managed) |
Total of Rent Receipt/Refund transaction amounts in the selected month |
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