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Financial Reconciliation

Verify all transactions in the accounting software.

Reconcile bank statements with recorded transactions.

Review and confirm the accuracy of accounts receivable and accounts payable.

Ensure all deposits are recorded and accounted for.

Prepare and review financial statements (Profit & Loss, Balance Sheet).

Property Management Review

Conduct property inspections to assess condition and maintenance needs.

Review tenant lease agreements for upcoming expirations or renewals.

Confirm rent collection status and follow up on outstanding payments.

Update occupancy reports and analyze vacancy rates.

Reporting and Analysis

Compile monthly performance reports for properties and portfolios.

Analyze market trends and compare against performance metrics.

Review and update key performance indicators (KPIs) for the month.

Prepare reports for stakeholders or owners summarizing performance.

Marketing and Tenant Relations

Review marketing efforts and assess their effectiveness.

Prepare and send out tenant newsletters or communications.

Gather tenant feedback and address any concerns or issues.

Plan upcoming marketing campaigns or promotions for vacant properties.

Compliance and Documentation

Ensure all necessary legal documents are up to date.

Review compliance with local, state, and federal regulations.

File any required reports or documentation with authorities.

Organize and archive important documents for easy retrieval.

Team and Operational Review

Conduct a team meeting to discuss achievements and challenges of the month.

Review staffing needs and address any personnel issues.

Set goals and action items for the upcoming month.

Assess operational efficiencies and identify areas for improvement.

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