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Real Estate Financial Dashboard Solutions

Enhance your business performance through our real estate/property management dashboard solutions

  • Intuitive and easy to understand visual charts and tables providing critical information and business data at a glance
  • Measure and monitor 10+ Key Performance Indicators (KPIs) driving your real estate business such as occupancy, collection factor, net operating income 
  • Analyze operating and financial data on per square foot, per unit or on actual basis
  • Improve tracking of expenses helping drive better Net Operating Incomes and Higher Profits 
  • Our solution works with Argus, Excel, Yardi (Genesis and Voyager), AppFolio, OneSite, MRI, Spectra, Timberline, NetSuite and QuickBooks

40-60%

40-60% cost savings compared to  comparable in-house staff 

4+ Years

of relevant real estate experience in financial analysis and management reporting functions

300+ Clients

in USA (50+ commercial and residential real estate firms)

Benefits of Dashboards

Well-crafted dashboards create easy to understand visual summaries of data that are regularly updated. Quick processing of information and fast access to key data helps drive faster decision making and higher efficiency

Driving Greater Business Efficiency

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Well-designed dashboards enhance owners/user’s capabilities to measure and monitor key factors driving business performance. They also help owners measure and track business performance itself in metrics beyond profitability and revenues. For instance, real estate firms can measure vacancy, collections, concessions and expense factors to drive better rental income and Net Operating Incomes(NOI)

Measure and Monitor the Health of Your Business

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Customizable

Dashboards could be customized at user level. Each decision level dashboard can be customized to present the most valuable and useful set of information. This allows each person to see the level of detail that they need to

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Drill into Detail

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Dashboards can be made as drilled in detail as required. Review the same data in different ways- ratios, actual vs budget variances, month-on-month changes, actual against YTD, or as proportion of sales/total expenses. We can provide the information in a way most relevant to you

Dashboards provide easy to understand visual data, providing critical information and insights at a glance. Multiple surveys have demonstrated that as many as 74% of business executives credit visual reporting for high increase in business insights. Get More Insights about Your Business Today!

Effective Visual Reporting 

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Property Performance Executive Summary

A simple one paragraph executive summary that crisply summarizes the property's operational and financial performance.

Property Dashboard

Vacancy Section

  • Occupancy %: The proportion of Total Units in the property that are vacant

           - Number of Units 

           - Number of Vacant Units 

  • Vacancy Distribution (Number of Vacant Units in <30, 31-60, 60+ Days) 

           This distribution provides number of units that have been vacant under 30 days, under 31-60                   days and over 60 Days. 

  • Vacancy Cost: The cost of vacant units (vacancy) for the month 

           This parameter captures the cost of vacancy for the month. 

  • Number of Move-Outs (Including Notice Units) 

           The number of units where the residents have moved out in the month or have given notice to                 move-out.


Rental Income Section

  • Income Chart showing

           - Gross Potential Rent (GPR)   

           - Gain To Lease/LossToLease  

           - Gross Rent  

           - Vacancy Loss, Concession Loss, and Writen Off Rent  

           - Net Collectible Rent and Net Collected Rent  

  • Rent Per Unit 6 month trends (Rent PSF Basis if Retail/Commercial Client) 
  • Number of Move-Ins
  • Renewal Factor: Proportion of expiring/expired leases that get renewed 
  • Collection Factor: Proportion of rental and other income collected every month

Financial Summary

  • Net Income Chart covering key financial metrics

           - Rental Income and Other Income

           - Mortgage, Real Estate Taxes and other Key Expenses

           - Net Operating Income and Net Income

           - Cash Flow available for Distribution

  • Expense Actual Vs Budget/YTD Comparison
  • Key Liabilities Summary of liabilities such as real estate taxes, accrued expenses, insurance and mortgage
  • Contribution and Distribution Chart (*Upto Three Partners/Members)

Our Dashboard Solutions

We provide a range of dashboards for real estate firms. Our real estate clients include asset management, property management, real estate investment trusts and developers across residential, commercial, student housing and retail segments.


For real estate companies, we also offer a standard fixed cost dashboard solution, that’s been outlined below. Applicable for firms managing less than 500 units.


Our standard fixed cost dashboard solution will cover the following:

Pricing

Our indicative standard charges for the above solution is defined here. Custom quote available based on your requirements and number of properties/units.

One-Time Set-Up Fee

Number of Units

Number of Units

Number of Units

Number of Units

Ongoing Monthly Fee

<50

$100

$100

50-100

$150

$130

100-200

$200

$175

>200 Units

Custom Quote

Custom Quote

Note:

  • The above units are per property. Units across multiple properties will not be considered collectively 
  • Quote applicable only if lease, resident and financials data are all set-up and available in MRI, Yardi or RealPage (OneSite) or Appfolio
  • Dashboard service is limited to creation and maintenance of management dashboards. This Service does not cover data-entry, accounting or any other financial analysis
  • The accuracy of the numbers is dependant upon the accuracy of accounting data
  • Restricted access to the accounting and leasing software will be required to prepare the dashboards 
  • Display of all parameters subject to ready availability of underlying data 

Need a custom dashboard. Contact us with your requirements!

Our custom real estate dashboards cover:

  • Detailed Monthly/Quarterly Rental Dashboard covering Rental Income, Other Income, Concessions, Vacancy, Collections, Move-ins, Renewals and Move-outs
  • Detailed Financial Dashboard covering Rental Income, Key Expenses, Net Operating Income and Net Income in $$ figures and in per unit/per sqft (psf) basis
  • Executive Summary covering Income, Expense, Key Liabilities and Partner specific Distributions related observations
  • Income and Expense Variance Mapping against budgeted values
  • Trends of Rental Income, Other Income, Net Operating Income and Net Income
  • Tracking of customer specified custom parameters such as Debt Yield,  NOI margins % and more

Custom Real Estate Dashboards

Sample Dashboard Assignments

Software Expertise

We have high expertise across multiple accounting, real estate, property management softwares and oracle packages used in USA.

Software Expertise

Expertise Level

QuickBooks


Yardi-Voyager, Genesis


MRI (by Intuit Real Estate Solutions)

 

Sage


NetSuite


RealData


Excel


Realpage - Onesite 


Appfolio 

High


High


High


High


High


Medium


High


High


High

High knowledge in Argus, Yardi, MRI, Appfolio, Timberline and RealPage Onesite

Why Choose Us

  • 50+ commercial and residential real estate clients spread across twelve states in the US
  • Fully integrated real estate service provider providing services in Leasing, Administration, Accounting, Analysis and allied services
  • Clients across the real estate value chain right from real estate agents to property management firms to real estate developers to fully integrated real estate companies
  • High expertise in QuickBooks, Excel, Yardi, MRI, Appfolio, Timberline and RealPage Onesite
  • Staff with at-least four years of relevant work experience in financial analysis and management reporting functions
  • Spacious office set-up with modern facilities and uninterrupted power supply
  • Quick turnaround time 

Real Customers, Real Satisfaction!

Our clients include 300+ businesses with an annual revenue from USD 1 mn to 350 mn spread across California, Florida, Texas, New York, New Jersey, Washington, Colorado, Illinois and other major US states. A few examples are provided below. More samples and reference can be provided upon request.

A well-known commercial real estate firm based in Tampa (FL). They manage close to 5 million sf of office and retail space.

A privately owned real estate management firm that specializes in the management of commercial and multi-family properties in the Greater Los Angeles area.

A vertically integrated, full service real estate company based out of Bellevue, WA. They specialize in commercial properties.

A leading independent commercial real estate brokerage and property management firm in the Central Valley

A midsized real estate property management firm based out of Beverly Hills, CA. The firm manages over 50 properties, across 9 states, encompassing over 1200 tenants and nearly 1.5 million square feet.

A well known real estate firm in Tampa (FL). The company currently manages over $60M in commercial real estate assets.

Learn More About Our Real Estate Financial Dashboard Solutions

sales@outsourcinghubindia.com

Email

1-646-367-8976

Call Now!