Financial Reporting & Legal Compliance

Clear & Convenient Financial Reporting

Through the online management platform we will track all income and expenses and provide owners with a monthly statement, monthly net cash distribution (if desired), and owners will have access to their dashboard to view real-time progress updates on all activities. We will provide all customary tax statements and forms.

Our advanced reporting tools give you the convenience of:

• On-demand access to all financial statements
• Easy downloads of owner statements and income reports
• Transparent tracking of rent collection and processing
• Payment history of vendor bills and monthly owner-approved items
• Direct deposit of owner distributions via ACH for fast, reliable payouts

Annual Reports for Peace of Mind

At year-end, we provide a complete set of financial documents to simplify tax season, including:

• Annual Owner Statement
• Tax statements and 1099s

With accurate, timely, and easy-to-access reporting, you’ll always have a clear picture of your property’s financial health.

Expense Payments and Invoices

We will take care of all one-time/recurring expenses and vendor invoices to the extent owner desires, with payments made and tracked through owner’s funds held in the trust account, or owner can pay directly.

Investment Advisory

As brokers at heart, we encourage and will facilitate ongoing conversations on your real estate investment strategy, buying/selling, and creative ideas to maximize your return on equity and cash flow.

Legal Coordination

In the event of any legal situations that may arise, we can assist/facilitate with a network of local San Diego landlord-friendly attorneys with whom we have established working relationships.

Notices

We will ensure all standard/legal notices are timely served to tenants in the proper ways on an ongoing basis as needed.