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Commercial property managed by Insight Equity

Reporting & investor insight

Insight into your asset — not just information about it.

Our reporting capability is how owners see what their property is actually doing: where income is heading, what is exposed, and which decisions are next. Monthly statements, annual investor reporting and a live dashboard, all drawn from the same records.

01 — The Reporting Dashboard

The whole portfolio, on one screen.

Choose a property or the whole portfolio, choose a period — current month through to full financial year or a custom range — and the dashboard assembles the report: income, expenses, tenancies, arrears, forecast and disbursements.

DEMO Insight Equity Demo A…
  • Dashboard

— Primary

  • Reports
  • Owners2
  • Properties3
  • Tenants4
  • Imports

Admin — quick actions

  • Add Owner
  • Add Property
  • Add Tenant
  • Add Import
  • Settings
  • Help & Support
Your reportsSample data

Your reports.

Portfolio reporting across your properties — pick a period and a property to see income, expenses, tenancies and arrears.

  • Properties3
  • In view3
  • Latest dataCurrent period
All properties ⌄ Current monthLast monthLast 3 monthsLast 6 monthsFYTDLast 12 monthsCustom
Performance report● Latest

Property Performance Report

142 Jackson Street 88 Victoria Street, Level 1 Unit 3, 15 Eastern Hutt Road

Report period

Current

Property

All properties

Prepared by

Insight Equity

Net income

$34,462

↗ 0.0% vs prior

$39,631 incl. GST

Total income

$43,900

↗ 0.0% vs prior

$50,485 incl. GST

Total expenses

$7,902

↗ 0.0% vs prior

$9,087 incl. GST

Net disbursements

$32,925

↗ 0.0% vs prior

to owners

Occupancy

100.0%

4 of 4 tenancies occupied

Annual rent roll

$526,800

$605,820 incl. GST · $425/m²

Total arrears

$0

0 tenancies affected

WALE

2.8 yr

weighted average lease expiry

Period summary

Income vs Expenses

Totals across the selected period

Income $43,900 Expenses $7,902 Net $34,462 ↗ Positive
$60K$45K$30K$15K$0
$44K
Income
$8K
Expenses
$34K
Net

Period totals

Expense breakdown

By GL category across selected properties

Total $7,902
  • Council Rates$2,76635.0%
  • Repairs & Maintenance$1,73822.0%
  • Building Insurance$1,42218.0%
  • Cleaning & Caretaking$86911.0%
  • Utilities$6328.0%
  • Compliance & Inspections$4746.0%

Insight Equity Reporting Dashboard, shown with demonstration data.

Desktop, tablet and phone

The same reporting, wherever you are.

One application, read on a desk or in a car park. No installation, no spreadsheets, and separate access for owners, trustees, accountants and advisers.

Reporting Dashboard on mobile, shown with demonstration data.

Expense breakdown by GL category on the Insight Equity Reporting Dashboard
Property Performance Report and key figures on the Insight Equity Reporting Dashboard
Income breakdown by revenue source on the Insight Equity Reporting Dashboard

02 — Monthly owner statement

Every dollar accounted for, in plain terms.

DEMO

Owner statement — monthly trust summary

88 Victoria Street, Level 1
Monthly reporting period

  • Total income17,998.33
  • Total expenses−4,380.35
  • Management fees−1,034.91
  • Owner disbursements−15,000.00
Closing balance 1,523.42
Monthly owner statement · demonstration figures

Each month you receive a trust summary that reconciles income, expenditure, fees and disbursements to a closing balance — tenancy by tenancy, invoice by invoice, with GST separated throughout.

  • Rent and opex recoveries shown per tenancy, with arrears and unpaid amounts visible
  • Every expense itemised by chart of account, payee, reference and date
  • GST-ready records for you and your accountant, held in trust and reconciled monthly

03 — End of year investor report

A full year, assessed rather than summarised.

At year end we produce a bound investor report: how the asset performed, what drove the result, how the lease profile shifted, what the tenants think, and what we recommend for the year ahead. It is the document owners take to their accountant, their bank and their co-investors.

  • Capitalised value, WALE and passing rental, this year against last
  • Tenant feedback surveyed and reported, not assumed
  • Every rent review in the year ahead, with our forecast for each
  • Concerns raised plainly, with the action we are taking
  • Operating expense recovery, benchmarked against comparable buildings
Insight Equity end of year client report, shown open at the highlights and looking ahead pages beside the cover
End of year client report · demonstration copy
Re-Leased Landlord App showing a property list and upcoming rent reviews, renewals and inspections
Re-Leased Landlord App

04 — Re-Leased Landlord App

Your property in your pocket.

We manage on Re-Leased, the commercial property platform, which gives owners a Landlord App alongside the Reporting Dashboard. Where it is included in your service, you can check income, leases, key dates and documents from your phone at any time.

  • Portfolio and property level income at a glance
  • Upcoming rent reviews, expiries and compliance dates
  • Statements, leases and certificates in one document library

Re-Leased is a third-party platform; app availability depends on your agreed service scope.

The reporting rhythm

Tailored to the property and the ownership objective.

  1. Monthly

    Owner report & statement

    Financial position, property activity and the decisions in front of you.

  2. Quarterly

    Performance review

    Budget against actual, arrears trends and progress on planned work.

  3. Annually

    Investor report & budget

    Full-year assessment, outgoings budget, capital plan and asset strategy.

  4. Any time

    Dashboard & app

    Current records, documents and financials whenever you want to look.

See a real report, redacted.

We will walk you through an owner statement, an end of year investor report and the dashboard, so you can judge the standard before appointing anyone.

Discuss reporting options