INVESTOR REPORTING
Wilkinson Asset Management (WAM) generates quarterly Investor Reports via the Investor Connections newsletter, which is broken into the following sections:
- Investor Rent Payments. We start by discussing the status of Investor Payments.
- How’s Business? Then we discuss the run rate trend for key indicators: Revenue, Expense, and NOI.
- Property Management. Then we discuss managed company initiatives in place to drive performance.
- Income Statements. Finally we discuss any income statement variances to plan.
FEE MANAGEMENT CLIENT REPORTING
WAM generates monthly financials and performance trending reports for clients’ review. The reports are sent via email and hard copy each month. WAM is also available to perform telephonic performance reviews upon client request.
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