Template

Owner statement template template

Monthly report to owners: income, expenses, fees, distributions.

When to use this template

Monthly report to owners: income, expenses, fees, distributions.

Key fields

  • Property
  • Period
  • Income by category
  • Expenses by category
  • Management fee
  • Net distribution

Who typically uses it

Property management companies.

How to fill it in

Generate it from the ledger for a stated period: income by category, expenses by category with documents available, the management fee shown as its own line, and the resulting distribution and closing cash position. Deliver on the same date every month.

Common mistakes

Rebuilding it by hand each month, calculating fees outside the ledger, and tracking distributions in a separate sheet — three chances for the numbers to disagree, and owners generally find the disagreement first.

State-specific notes

State-specific rules apply — always confirm the notice period, required disclosures, and format your state requires. See our landlord-law pages for state-by-state notes.

FAQ

Frequently asked

Is this template legally valid everywhere?

Templates are general starting points. State-specific rules apply and should be confirmed with a licensed professional in your jurisdiction.

Can I use this in Ayillo?

Yes. Ayillo generates the equivalent document from your property, lease, or resident record with the correct state-specific defaults.

Related resources

Keep exploring

Run this workflow in Ayillo

$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.

Create this in Ayillo

30 days free. A card in your own name is required to start — we place a refundable $1 authorization to confirm it, and release it right away. Cancel any month.