Demo

Owner Reports

The monthly statement you'd send each owner — income, expenses, and NOI per owner book.

Owners · 13

Citrus Equity Partners

June 2026 · 5 properties · 327 units

Collected

$738,924

92% of potential

Operating expenses

$234,552

NOI

$504,372

68% margin

Open work

0

across properties

Statement of operations · June 2026

Gross potential rent$801,150
Vacancy & credit loss($62,226)
Effective rental income$738,924

Operating expenses

Management fee (8%)($59,114)
Maintenance & repairs($7,194)
Taxes & insurance($128,184)
Utilities & other($40,060)
Net operating income$504,372

Properties in this statement

PropertyUnitsOccupancyCollectedNOIOpen
Palm LoftsMiami / Edgewater9997%$228,215$156,844—
Verde CommonsMiami / Little River8597%$195,942$134,664—
Aspen QuarterMiami / Little Havana7190%$151,858$101,617—
Laurel CourtMiami / Downtown4394%$96,058$65,303—
Aurora TowersCoral Gables2997%$66,851$45,944—
Sources & pilots

  • PMS / GL rent ledger (AppFolio / Yardi)

    Collected rent, occupancy, and the per-property rent roll

    Pilot

  • GL operating expenses

    Management fee, maintenance, taxes & insurance, and utilities

    Fixture

  • Work-order system

    Open maintenance counts shown on each property line

    Fixture

  • Owner book (entity → properties)

    Which buildings roll up to which owner statement

    Fixture

Figures are modeled on fixture data — no real owner, payment, or bank data. Every statement is a draft a manager reviews and sends; not accounting advice.