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How to Create a Real Estate Quarterly Reporting Framework
Introduction
Quarterly reporting keeps your real estate portfolio accountable. It also improves transparency across generations and advisors.
Include in Your Real Estate Report:
Current performance vs. underwriting
Rent collection and occupancy
Asset-level updates
Market trends impacting portfolio
Upcoming capital events or risks
Recommendations or actions
Tools: Excel, Notion, or a dashboard platform like Juniper Square.
Conclusion
Consistent reporting transforms your portfolio from passive holdings into an actively managed, performance-driven unit.
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