Scopri → Commercial Real Estate Management → Lezione 12 di 12
Owner reporting and KPIs
The monthly owner package answers five questions: How did we perform (statement vs budget, variances explained)? Who pays us (rent roll, aging)? What is coming (expirations, capital items, alerts)? What happened physically (maintenance highlights)? What needs a decision? Everything else is appendix.
KPIs worth a dashboard: occupancy (by SF, dated), NOI trailing-12 (windowed, not "last year"), collection/delinquency rates, budget variance YTD, rollover exposure in SF and rent for the next 24 months, and capital committed vs plan. Every figure carries its period and source — a number without a window is an argument waiting to happen.
Report hygiene builds trust: same layout every month, definitions stable, restatements flagged loudly, estimates labeled as estimates. Owners forgive bad months; they do not forgive discovering the report hid one.
Punti chiave
- The package answers: performance, receivables, pipeline, physical events, decisions
- Core KPIs: occupancy, T-12 NOI, delinquency, variance, rollover, capital vs plan
- Windows and sources on every figure; stability and honesty build trust
Quiz della lezione 4 domande
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