Review property performance
Compare recorded rent, expenses, net position, occupancy and other property-level figures across a selected reporting period.
Property performance is based on the financial and tenancy information recorded in Estavo. The figures can support portfolio review, but they should be checked against source records before being used for accounting, tax, valuation or investment decisions.
How property performance works
Estavo combines recorded income, property expenses, tenancy dates and other financial activity for the selected property and reporting period.
Missing, duplicated, unmatched or incorrectly categorised transactions can affect the results.
Before reviewing property performance
- Confirm the property details are complete.
- Review the relevant tenancy dates.
- Check the rent schedule.
- Review rent payments and allocations.
- Check imported transactions.
- Review property expenses and categories.
- Resolve confirmed duplicate transactions.
- Review unmatched and partially matched entries.
- Check refunds, credits and reversals.
- Select a consistent comparison period.
A full year should not be compared directly with a partial year without recognising the difference in duration.
Open the property performance view
Open Financials
Select Financials from the main Estavo navigation.
Open Property Performance
Select the performance, analytics or portfolio reporting area.
Select a property
Review one property or use the portfolio view.
Choose the reporting period
Select the start and end dates used for the performance figures.
Apply the filters
Refresh the performance view using the selected scope.
Select the performance period
Current month
Review recent income, expenses and outstanding financial activity.
Quarter
Compare performance across a three-month period.
Year to date
Review recorded performance from the beginning of the selected year.
Custom range
Select a specific period for tenancy, ownership or portfolio comparison.
- Confirm the start and end dates.
- Check whether the property was owned for the full period.
- Review whether a tenancy began or ended within the range.
- Check transactions recorded close to the period boundaries.
- Use the same period for property comparisons.
Review recorded rental income
- Check for duplicate rent receipts.
- Review unmatched incoming transactions.
- Confirm payments are linked to the correct property.
- Review refunds and returned payments.
- Check whether deposits were incorrectly categorised as rental income.
Review property expenses
An expense linked to the wrong property or period can distort individual property comparisons.
Review the net property position
The net position is generally based on recorded property income less recorded property expenses for the selected period.
Recorded money received
Rent and other property income connected to the selected period.
Recorded property costs
Expenses assigned to the selected property and period.
Net recorded position
The difference between recorded income and recorded expenses.
The figure may not include every accounting, financing, capital, tax or ownership adjustment. Review formal treatment with a qualified professional.
Review recorded occupancy
Occupancy information is based on the tenancy periods recorded against the property during the selected date range.
- Confirm each tenancy start date.
- Confirm tenancy end dates.
- Review renewal and replacement-tenancy periods.
- Check for gaps between tenancies.
- Review overlapping tenancy records.
- Confirm archived or cancelled tenancies are treated correctly.
- Compare occupied days with the complete reporting period.
Review the impact of rent arrears
Expected rent
Shows what should have become due during the selected period.
Rent received
Shows actual rent payments recorded and allocated.
Outstanding balance
Shows the difference remaining against due rent.
Unmatched income
May contain payments that have not yet reduced the displayed arrears balance.
Compare property performance
Portfolio performance
Example annual comparison- Use the same reporting period for each property.
- Compare both income and expenses.
- Review tenancy gaps and occupancy differences.
- Check one-off maintenance or refurbishment costs.
- Review arrears and unmatched payments.
- Confirm that shared expenses are allocated consistently.
Check for missing or incomplete information
- Review unallocated rent payments.
- Review uncategorised expenses.
- Check incomplete tenancy dates.
- Check missing rent schedules.
- Review duplicate income or expense entries.
- Check maintenance invoices not connected to financials.
- Review missing refunds or credit notes.
- Check portfolio expenses not allocated to properties.
- Compare totals against source bank and invoice records.
A property may appear to perform better simply because expenses, void periods or outstanding rent have not been recorded completely.
Export property performance information
Confirm the reporting filters
Review the properties, period and included figures.
Review the displayed totals
Check income, expenses, net position, occupancy and arrears.
Select Export
Choose the available report or data-export option.
Open the exported file
Confirm the properties, period and totals are correct.
Store or share appropriately
Protect financial and tenancy information when distributing the report.
Correct inaccurate performance figures
Identify the incorrect metric
Determine whether the issue affects income, expenses, occupancy, arrears or the period.
Open the source record
Review the transaction, tenancy, schedule or expense producing the figure.
Correct the underlying information
Update the property connection, category, allocation, date or tenancy detail.
Refresh the performance view
Reapply the reporting filters after saving the correction.
Review related reports
Check statements, arrears and tax-period reports for the same property.
Common property-performance problems
Rental income is too low
Check unmatched payments, property connections, transaction dates and reporting filters.
Expenses are duplicated
Review manual, imported and maintenance-generated expense records.
Occupancy is incorrect
Check tenancy start dates, end dates, gaps and overlapping records.
The net position is unexpected
Review income, expense categories, refunds, credits and the selected period.
A property is missing
Clear filters and confirm the property is active and available to the account.
Shared expenses affect one property only
Review the portfolio-expense allocation and property split.
Arrears do not match Financials
Review payment allocations, rent schedules, unmatched transactions and review dates.
An exported report is outdated
Refresh the performance view and generate a new export after correcting the records.
The property performance has been reviewed
The next guide explains how to organise recorded income and expenses into a tax-period report before professional review.
Continue to tax reports