Quarterly reporting starts with the work you already did.
The same data that drives the weekly review feeds the investor packet. QTR fills your report template with the quarter’s figures, drafts a narrative for each property and leaves the owner to review and edit.
Northline closed the quarter at 95.6% occupancy, up 1.8 points on last year, as 17 new leases and a 61% renewal rate offset seasonal move-outs. NOI of $210,545 ran 2.1% ahead of budget on stronger rental income and lower turnover cost.
The roof replacement on building 3 finished in August under its $84,000 budget. Leasing traffic remains below last year, and the team is adjusting listing spend for Q4.
The numbers investors see are the numbers you managed to.
The report reads the quarter’s statement and operating figures from the same books as the dashboard and the T12, so the packet matches them without a reconciliation step.
From the locked quarter to the PDF.
Your report, filled with the quarter’s figures.
Each company keeps its own template. Financial and operating sections fill from the quarter’s books, and Action Center items you chose flow into the narrative context.
- Financials against budget and prior year
- Occupancy, leasing, collections and renewals
- Chosen Action Center items
- Photos and report assets per property
Nothing goes out with an open question.
Narratives are drafts. Select any sentence and flag it as needing an answer. Flagged sentences block export, archiving and the quarter lock until they are resolved.
- Flag a sentence for an answer
- Section locks while you edit
- Data refreshes show what changed
- Export waits for every flag
Draft and revise sections from chat.
With report edits allowed, your assistant drafts sections from the figures and your notes, previews the report and exports it when the quarter is final.
- Drafts into your template
- Uses the locked figures
- Saves drafts for your review
- Exports when you say so
Questions owners ask
- How do I produce quarterly LP reports across many properties without rebuilding them?
- Use one template per reporting entity filled from the locked quarter’s figures, with AI-drafted property narratives for review. QTR exports per property or for the full quarter.
- How do I keep LP report figures consistent with the books after close?
- Lock the quarter when the reports go out. QTR archives each report with its figures and financial statements, so the quarter investors received stays as sent while the books keep updating, and the dashboard shows how far NOI has moved since.
- How do I stop unverified statements reaching investors in an AI-drafted report?
- Flag any sentence that needs an answer and block export until every flag is resolved. QTR enforces that on export, archiving and quarter lock.
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QTR is invite-only and tuned for mid-market multifamily owners working out of legacy PM and accounting systems. Tell us about the portfolio and the reporting cadence. We will follow up with access and onboarding.