PM Financial Dealings – Operations, Reviews and Outgoings

PM Financial Dealings – Operations, Reviews and Outgoings

$500.00

Simple financial instructions e.g. arrears, and detailed excel files to completely power you up ready for Reviews, Outgoings Budgeting and Auditing.

Description

Part 3 of 7 in our Commercial Property Management Series.

Financial Dealings

Set some basic rules for handing financial items including an arrears procedure and be completely powered up for Outgoings. The value here is in the magnificent Outgoings schedules and Rent Review Spreadsheet Calculator. We provide you the ability to succinctly review rents into the future, and budget monthly and annual income and expenditure (catering for net/gross tenants or those calculated via increase over base). Lastly, square them up with the final calculation of +/- owing to tenant or owner.

Basics Advised

  • Bonds
  • Invoices & Bills
  • Arrears

Outgoings Budgets and Audits (Single Tenant/Whole Property/Net or Gross)

  • Multiple Variations:
    • Instructions and Audit Checklist
    • Multi-Tenant Building Audit (with Split Allowance Net/Gross Tenants)
    • Multi-Tenant Building Audit (with Increase Over Base Outgoings)
    • Single-Tenant Audit & Budget
    • Bonus! For QLD retail managers, we have prepared them in the Retail Shop Lease Act (RSLA) format so you can directly translate the outgoings onto the Government Form.

Full & Detailed Monthly Single Property Budget

  • Monthly Income & Expenses
  • Monthly Gross and Net Income
  • Statement of Outgoings Expenditure Estimate
  • Assumptions Input

Rent Reviews (Excel .xlsx)

  • Long & Short Form Single & Multi Tenant Fixed Increase
  • Long & Short Form Single & Multi Tenant CPI Increase
  • Short Fall Calculator
  • Rent Reviews Quick Overview Sheet
  • Owner Appt Summary (Get your review commission right!)

Your download access will provide you with a zip file of documents that you can brand and start using in your office.