DataBrosFTW.
Sample — illustrative numbers

The Portfolio Roll-Up

July statements · prepared for the home office of a corporate-housing network with 5 licensed markets (fictional). Owner statements, occupancy, and royalties pulled from each market's books into one view, on the 5th of every month. Nobody chases spreadsheets.

Three things that need you this month

Call Phoenix before the owners do — occupancy fell 5 points in July.Serious · ~$22K/mo

Insurance-placement season wound down; Phoenix sits at 88% against the portfolio's 91.2%. The roll-up flags it before the property owners call asking.

Approve the royalty reminder — one market is 12 days late.Watch · ~$15K

The reminder is queued with the statement attached; it goes out on your OK.

Clear the two disputed statements — both are maintenance chargebacks.Watch · 2 statements

Full work-order documentation is attached to each — ten-minute resolutions instead of a week of email archaeology.

The portfolio in four numbers — with the twelve months behind them
91.2%▼ 1.1 pts occupancy across 486 managed units 12-mo occupancy — July dip
$4,180▲ 2% average monthly rate, portfolio-wide 12-mo avg rate
96%▬ −1 pt owner statements out by the 5th (142 of 148) 12-mo on-time %
$73,400▲ 3% royalties collected for July 12-mo royalties
By market — each office's books, one table
MarketUnitsOccupancy 90% targetRevenueRoyaltyStatements
Denver168
93%
$712,000$28,500on time
Phoenix104
88%
$402,000$16,1002 on a bank feed — see item 1 above
Dallas96
92%
$396,000$15,800on time
Portland72
90%
$268,000$10,700on time
Kansas City46
94%
$60,400$2,300new market, ramping
Revenue mix — $1.84M across five markets
$712KDEN
$402KPHX
$396KDAL
$268KPDX
$60.4KKC
  • Denver carries 39% of revenue on 35% of the units.
  • Phoenix's amber share reflects the 5-point occupancy dip (item 1).
  • Kansas City is a new market, still ramping.
Units — 486 managed
443 occupied · dark43 vacant · amber

At the $4,180 portfolio rate, the vacant units are ~$180K/mo of capacity; about ~$22K of that is Phoenix's July slip (item 1).

Owner statements — status, not folklore
StatusCountDetail
Issued by the 5th142emailed with the owner's format preserved
Pending data4Phoenix bank feed needs re-auth — nudge already sent
Disputed2both maintenance chargebacks; work-order docs attached — see item 3 above