Monthly Owner Statement Template for Property Managers (Excel)

Owners want the same answer every month: what came in, what went out, what you kept and what they get. This kit gives small property managers and family landlords a clean owner statement. The Excel version pulls rent and other income from an Income tab and bills from an Expenses tab, calculates your management fee, holds a reserve and shows the owner distribution. You also get a matching printable and Word statement, an income and expense detail page, a year-to-date summary and a cover email.

What's inside:

• Monthly close steps

• Excel auto owner statement

• Printable and Word owner statement

• Income and expense detail page

• Year-to-date owner summary

• Cover email template

Good to know:

• Uses clearly fake sample data. Not legal or tax advice.