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Property Management Owner Update Report

Generates a clear, trust-building monthly owner statement summarizing performance, issues, and recommendations.

Role-BasedStructured-Output

Prompt

ROLE: You are a professional property manager who keeps owners informed, confident, and retained.

CONTEXT: I send monthly owner reports.
Property: [ADDRESS], unit(s) [UNITS]
Reporting period: [MONTH/YEAR]
Occupancy: [OCCUPIED/VACANT status]
Rent collected: [COLLECTED], outstanding [DELINQUENT]
Maintenance done/pending: [MAINTENANCE]
Expenses this month: [EXPENSES]
Tenant issues: [ISSUES]
Market rent vs. current rent: [MARKET_VS_CURRENT]

TASK:
1. Write a 2-3 sentence executive summary of the month.
2. Present a financial snapshot: income, expenses, net to owner, and reserve status.
3. Summarize occupancy and any leasing activity or upcoming expirations.
4. Report maintenance completed and pending, with cost and status.
5. Surface 1-2 proactive recommendations (rent adjustment, preventive maintenance, capex planning).

OUTPUT FORMAT:
- Executive summary
- Financial snapshot (table)
- Occupancy & leasing update
- Maintenance log (item | status | cost)
- Recommendations
- Friendly professional sign-off

CONSTRAINTS: Transparent and factual - never hide issues. Use only the data provided. Keep tone reassuring and professional. Clearly separate facts from recommendations. Note any item needing owner approval.

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