Comprehensive Financial Reporting

It’s easy to keep tabs on your investment

We track your financials and reports to you monthly through our secure, advanced and fully automated web-based accounting system. With our detailed financial reporting tools, it's never been easier to keep tabs on your investment.

• All reports and tracking are further available at all times through the Owner Portal – just login and go!
• Convenience and self service for review of all statements
• Download owner statements & income reports

Monthly Statements

Each month you will receive your disbursement with a detailed and easy to read management report, so you can see exactly how your property is being cared for.

Franchise Tax Board Withholdings

California State law mandates that out of state owners either receive a waiver from withholdings or the property manager is required to withhold a percentage of the earnings and submit them to the FTB. We help you obtain the necessary waivers and/or coordinate making these payments for you, so you can rest assured that all of your legal tax obligations are being met properly.

1099s Provided to All Vendors

All businesses and vendors who are paid $600 or more over the course of a year are required to be sent a 1099 form at the end of the year, showing the amount paid. We handle this for you.

Annual Year-End Statements and Owner 1099s

One of the greatest benefits of owning investment real estate are the tax write offs associated with it. Each year you will receive a final year-end statement and 1099 that gives you and your tax professional all of the details you need to get the best tax treatment of your investment.

Direct Deposit to Owner’s Bank Account

Our computerized accounting systems make it easy for you to receive your monthly disbursements of rent proceeds. With your authorization, we can deposit your money directly into your bank account. No waiting for the check to arrive and no need to make a special run to the bank. We can handle that for you.