Send what you already receive
Share annual budgets, monthly operating statements, and rent rolls in their existing format.
Real estate reporting, made useful
You already have the data.
We make it useful.
We turn the reports you already receive into a clear, consolidated Power BI dashboard—built for owners, developers, and syndicators.
No new accounting system No change to property operations
PORTFOLIO OVERVIEWExecutive Summary
YTD · DEC 2026
Revenue$8.24M+3.6% vs. budget
Operating expenses$3.15M1.8% under vs. budget
Net operating income$5.09M+7.2% vs. budget
Portfolio occupancy94.8%+120 bps vs. budget
NOI performanceActual Budget
JanMarMayJulSepDec
By propertyNOI margin
Franklin Commons
65.1%
Olympus
62.4%
Axis Apartments
58.9%
Built around the reports your team already uses
Annual budgets+Monthly operating statements+Monthly rent rolls
How it works
From monthly reports to
portfolio clarity.
Keep your current systems and workflows. We build the reporting layer that brings the information together.
We build your dashboard
We structure the data and create a reporting system tailored to your portfolio and priorities.
Stay current every month
New reports are added monthly, the dashboard is refreshed, and your portfolio view stays up to date.
Your existing systems stay in place.
Accounting software Property management system Existing monthly closeNo software migration. No replacement of your accounting or property management platform. No new process for on-site teams.
Dashboard demo
See the full portfolio.
Then see every detail.
Move from portfolio-level performance to individual asset detail—without rebuilding another monthly report.
Actual vs. budgetMonthly, quarterly & YTD trendsRevenue & operating expensesNOI & occupancyRent & leasing metricsProperty comparisons
Let's talk
Make your monthly reporting
work harder.
Tell Garrett how your portfolio is reported today. We'll help you see what a clearer, consolidated view could look like.
Email Garrett garrett@brackinbusinessservices.com