Key takeaways
- Monthly: NOI, collections, vacancy.
- Quarterly: ROE, debt service, capex.
- Annual: net worth, IRR, forecast.
- Use Portfolio OS for automation.
- Investor letters for partners.
Core concepts
Monthly KPIs
NOI, collections, vacancy.
Quarterly KPIs
ROE, DSCR, capex.
Annual
Net worth, IRR, forecast.
Step-by-step framework
- 1Set up Portfolio OS.
- 2Monthly review.
- 3Quarterly business review.
- 4Annual letter.
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Common mistakes to avoid
- No reporting cadence.
Frequently asked questions
Tools?
Portfolio OS.
Time cost?
1 hr/month + 4 hr/quarter.
Annual letter?
Yes.
Partner reporting?
Quarterly minimum.
Action checklist
- ☐Monthly KPIs.
- ☐QBR.
- ☐Annual letter.
- ☐Portfolio OS.
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