Owner reporting that answers questions before they’re asked.
I help owners and operators build reporting packages that are consistent, scan-friendly, and decision-ready—KPIs, variance narratives, forward-looking risks, and clear next steps.
What you get
A standardized monthly package that tells the story—what happened, why it happened, what’s changing next, and what decisions (if any) are needed.
Package structure + standards
- • A consistent table of contents and narrative format
- • “What changed and why” sections that reduce follow-up questions
- • Definitions for KPIs and recurring reporting terms
KPI dashboard
- • NOI trend + key controllables
- • Leasing/occupancy summary (if applicable)
- • Arrears, delinquencies, and collections visibility
Variance narratives
- • Budget vs Actual + Forecast vs Actual storylines
- • “Timing vs true variance” clarity
- • Clear callouts for one-time items and recurring run-rate changes
Forward-looking risk + action log
- • Risks by category (leasing, vendors, projects, compliance, utilities)
- • Next steps with owners and due dates
- • Decision history so approvals don’t get re-litigated
How it works
1) Discovery
Align on the audience (owners, investors, lenders) and the decisions the package must support.
2) Standardize
Define the package structure, KPIs, narrative format, and responsibility matrix.
3) Build & run
Create templates and run the first cycle with you to refine and stabilize.
4) Embed
Document the cadence and handoffs so the package stays consistent month-to-month.
Typical outcomes
- • Fewer follow-up emails because the narrative is consistent and complete
- • Faster decisions because risks and needed approvals are clearly surfaced
- • Cleaner month-to-month comparability across a portfolio
- • Stronger trust with ownership through predictability and transparency
Best fit for
Owners / asset managers
You want clear packages with consistent KPIs and a narrative that highlights what matters.
Operating teams
You want a repeatable monthly cadence that reduces last-minute scrambles and makes reporting easier.
FAQ
Do you write the reporting narrative, or just provide templates?
Either. I can provide templates and standards, or help write the narrative while your team builds the underlying data—then transition to your internal cadence.
Can this work across multiple owners with different expectations?
Yes. We can maintain a core standard package and add lightweight variations for specific owners or reporting requirements.
Will this integrate with our existing systems (Yardi, MRI, etc.)?
Yes. The package can be built around exports and your current reporting outputs. The goal is clarity and cadence, not a system change.
Want reporting that builds confidence?
If your monthly package needs to be clearer, faster, and more consistent, let’s talk.