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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% cost savings compared to comparable in-house staff
of relevant real estate experience in financial analysis and management reporting functions
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
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
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
Drill into Detail
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
Property Performance Executive Summary
A simple one paragraph executive summary that crisply summarizes the property's operational and financial performance.
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
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)
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:
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
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
Our clients include 300+ businesses with an annual revenue from USD 1 mn to 500 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 leading independent commercial real estate brokerage and property management firm in the Central Valley
A well-known commercial real estate firm based in Tampa (FL). They manage close to 5 million sf of office and retail space.
A vertically integrated, full service real estate company based out of Bellevue, WA. They specialize in commercial properties.
A well known real estate firm in Tampa (FL). The company currently manages over $60M in commercial real estate assets.
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 privately owned real estate management firm that specializes in the management of commercial and multi-family properties in the Greater Los Angeles area.
Learn More About Our Real Estate Financial Dashboard Solutions