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The Owner Statement Report
The Owner Statement Report

The Owner Statement Report is a quick way for property managers to communicate property performance and activity to the property owner.

Em avatar
Written by Em
Updated over a week ago

If you are using REI Hub to keep the books for properties you manage but do not own, you can use the Owner Statement to communicate property performance and activity to the property owner.

For more information on setting up your REI Hub portfolio for use as a third-party property manager, please check out our resource on Using REI Hub as a Property Manager. All revenues and expenses that are attributable to a property should be tagged to the appropriate property and will automatically flow up to the associated owner sub-portfolio.

The Net Income section of the owner statement reports the revenues and expenses from the selected time period. The Owner Funds section includes the starting balance of owner funds (the balance of client funds you are holding), net income for the period (the same total as the first section), total net distributions (your payout to the owner), and the ending balance for owner funds.

The Owner Statement can also be generated on a by-property basis, showing the total revenues, expenses, and owner funds per property for the appropriate owner's sub-portfolio.

To Run the Owner Statment Report

1) Navigate to the Reports Page and select Owner Statement

2) Select the appropriate date range and report scope

For the report scope, select the appropriate sub-portfolio of the owner you are reporting to. This aggregates the data from all of that owner's properties.

3) View and export the Owner Statement

  • The Owner Statement can be exported into Excel or PDF, downloaded directly to a computer, or emailed.


Still have questions? Reach out to our Support Team via email at
[email protected] or call us at (888)939-6865.


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