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Yardi

The Yardi reports every multifamily owner should receive.

A monthly owner package tells you what happened. A short list of Yardi reports, read every day, tells you what is happening. These are the reports to ask your manager for and the question each one answers.

QTR Analytics · Updated · 2 min read

01 /

Reports and the questions they answer

Yardi reports for owners
Ask your manager
Report
Answers
How often
Rent Roll with Lease Charges
Who pays what, lease dates, concessions kept apart from rent
Daily
Unit Availability Details
Which units are vacant, on notice, ready or pre-leased
Daily
Aged Receivables
Who owes what and for how long
Daily
Box Score Summary
Occupancy, traffic and conversion by unit type
Daily
Work order directory
What broke, what the technician found, what it cost
Daily
Budget Comparison
Which lines missed budget and by how much
Monthly
General Ledger
Which transactions sit behind each line
Monthly
12 Month Statement
The trailing twelve months, line by line
Monthly
QTR reads all of them every day
02 /

Why daily matters for the rent roll

Occupancy, notices and delinquency change every day. A rent roll that arrives once a month shows problems three or four weeks after they started. A daily read lets the owner raise them on the next call.

03 /

Ask for the general ledger

Many owner packages include the budget comparison but not the general ledger. Without the GL, a variance is a number with no explanation. With it, every line opens to its vendors and invoices.

Questions

Questions owners ask

Which Yardi reports does an owner need for daily asset management?
Rent Roll with Lease Charges, Unit Availability Details, Aged Receivables, Box Score and the work order directory for daily operations, and Budget Comparison, General Ledger and the 12 Month Statement for financials.
Why do owners need the general ledger and not just the budget comparison?
The budget comparison shows that a line missed; only the general ledger shows the vendors and invoices that explain why.
Why does the monthly owner package miss operational problems?
It arrives after the month closes. Collections, notices and building issues have usually been building for weeks by the time it is read.
Keep reading

Related pages

For owners on Yardi
Asset management for owners whose managers run Yardi.A daily, owner-side read of financials, leasing, renewals, collections, comps and maintenance for multifamily owners whose managers run Yardi Voyager.Read more
Financial Analytics
Monthly P&L vs budget, with the GL underneath.Monthly statement against budget, a two-year T12, GL drill-down, payables, bank balances, debt, tax and insurance for multifamily owners on Yardi Voyager.Read more
Comparison
QTR vs Excel and the monthly PM packageHow daily owner-side asset management in QTR compares with tracking a multifamily portfolio in Excel from the property manager’s monthly package.Read more
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