The balance sheet is one of the core financial reports a real estate firm should use daily. A standard balance sheet provides an month-end snapshot of your properties’ financial health. By trending balance sheet data over time, you can anticipate changes in key performance indicators that are critical to understand your properties’ performance and lender compliance.

The balance sheet is a summary of all of the assets, liabilities and equity tied to a property or portfolio of properties and includes the following sections:

• Assets, such as cash on hand, accounts receivable, and construction in progress
• Liabilities, such as loans and accrued taxes, insurance, and payroll
• Equity, which includes the owners’ investments and retained earnings

Let our balance sheet report guide you with fast and flexible insights into your properties’ financial position. Get started today!