Financial Reports

Detailed & transparent monthly reports.

Financial Reports

As a homeowner, it is important to have a clear understanding of the financial reports provided by your property management company. At SDMG Property Management in San Diego, we believe in transparency and providing our clients with detailed financial information. Here are the financial reports that we provide to you as a homeowner and what each report entails.

1. Monthly Income Statement

The monthly income statement provides an overview of the revenue and expenses related to your property. This report will show you how much income was generated from rent payments, as well as any expenses incurred such as maintenance costs or property management fees. By reviewing this report, you can track the financial performance of your property and identify any areas that may need attention.

2. Cash Flow Statement

The cash flow statement tracks the movement of cash in and out of your property over a specified period of time. It shows you how much cash was generated from rental income, as well as how much was spent on expenses like repairs or upgrades. By analyzing this report, you can ensure that your property is generating positive cash flow and making sound financial decisions.

3. Rent Roll Report

The rent roll report provides a detailed list of all tenants currently renting units in your property, along with their lease terms and rental rates. This report is essential for tracking rental income, monitoring lease expirations, and identifying any delinquent tenants. By reviewing this report regularly, you can stay informed about the status of your rental properties and take proactive steps to address any issues.

4. Annual Budget Forecast

The annual budget forecast outlines projected revenues and expenses for the upcoming year based on historical data and market trends. This report helps you plan for future expenditures, set realistic financial goals, and make informed decisions about investments or improvements to your property. By working closely with our team at SDMG Property Management, we can help you create a comprehensive budget that aligns with your long-term financial objectives.

happy older couple reading their rental financial reports
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