View property performance
Review rent, income, expenses, occupancy and overall financial performance for an individual property.
Property performance combines information from rent schedules, transactions, expenses, tenancies and property values. The accuracy of the report depends on the quality and completeness of the records entered into Estavo.
What property performance shows
The performance view provides a summary of how the property is performing over a selected period.
24 Oak Avenue
Last 12 monthsA monthly report may look very different from a twelve-month or lifetime view. Check the date range before interpreting the results.
Open the property performance view
Open Properties
Select Properties from the main Estavo navigation.
Select the property
Search by address or property reference and open the relevant record.
Open Financials or Performance
Select the property’s financial, reporting or performance section.
Choose the reporting period
Select the month, year or custom date range you want to review.
Review income received
Property income can include rent and other legitimate amounts recorded against the property.
Rent payments
Payments recorded or matched against the property’s rent schedule.
Additional income
Other amounts such as parking, service contributions or approved property-related charges.
Expected income
Rent due according to the active tenancy and rent schedule.
Received income
Payments actually recorded as received during the selected period.
Review property expenses
Expenses reduce the property’s net income. Categorising them accurately makes the performance report more useful.
- Mortgage payments or mortgage interest where recorded.
- Maintenance and contractor costs.
- Insurance premiums.
- Letting or management fees.
- Service charges and ground rent.
- Compliance inspections and certification costs.
- Utilities, council tax or other landlord-paid charges.
- Other legitimate property expenses.
Only record costs genuinely connected with the property. Personal purchases can distort reports and tax-related summaries.
Review rent performance
Rent performance compares the rent expected against the payments recorded as received.
The proportion of scheduled rent recorded as received.
Rent due during the selected reporting period.
Rent payments recorded or matched in Estavo.
Scheduled rent not yet matched to a received payment.
A payment may have been received but not matched to the correct rent charge. Review transactions before treating the amount as unpaid.
Review occupancy information
Occupancy shows how much of the selected period the property had an active tenancy.
- Check active tenancy start and end dates.
- Review periods when the property was vacant.
- Confirm ended tenancies have the correct end date.
- Check future tenancies are not included as currently active.
- Review any overlapping tenancy records.
Understand profitability figures
Estavo can compare income and expenses to provide a clearer view of the property’s financial result.
Total recorded property income before expenses.
Property expenses recorded during the period.
Income remaining after recorded expenses.
Average net income across the selected period.
Estavo helps organise property records and reporting. Confirm tax treatment, allowable expenses and accounting requirements with a qualified adviser.
Choose the correct date range
Use a reporting period that matches the comparison or decision you are trying to make.
Current month
Useful for reviewing recent rent payments and property expenses.
Current tax year
Useful for reviewing income and expenses accumulated during the tax year.
Last 12 months
Provides a broader view across seasonal variations and one-off costs.
Custom period
Use specific start and end dates for a tenancy, ownership period or financial review.
Keep performance information accurate
- Maintain an accurate rent schedule.
- Record or import all relevant transactions.
- Match payments to the correct rent charge.
- Categorise expenses consistently.
- Record tenancy start and end dates accurately.
- Update mortgage and property valuation information.
- Avoid duplicate income or expense transactions.
- Review reports regularly rather than only at year-end.
Common performance reporting problems
Rent received is too low
Check for unmatched payments, missing transactions or payments linked to the wrong property.
Expenses appear twice
Review manually entered transactions and imported transactions for duplicates.
Occupancy is incorrect
Check tenancy start dates, end dates and whether old tenancies are still marked active.
The net income is negative
Review large one-off costs, duplicated expenses and the selected reporting period.
The property value is outdated
Update the property valuation amount, valuation date and source.
No performance data is showing
Confirm that the property has an active tenancy, rent schedule and recorded financial transactions.
You can now review property performance
The final property guide explains how to archive a property while retaining its historical records.
Continue to archive a property