How To Understand Portfolio Summary

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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