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Get Property Operating Statement

CLEARProperty Operating Statement Business Real Estate Financing Note: Only required to be completed for Investment property. Applicant Name:Phone Number:Complete Address of Collateral Property Street CityStateZIP.

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How to fill out the Property Operating Statement online

The Property Operating Statement is an essential document for managing business real estate financing, particularly for investment properties. This guide will walk you through the process of completing the form online, ensuring you provide all necessary information accurately.

Follow the steps to complete the Property Operating Statement online.

  1. Press the ‘Get Form’ button to access the Property Operating Statement and open it in your editor.
  2. Begin by entering your applicant name in the designated field. Ensure that the name is spelled correctly as it will be used for identification purposes.
  3. Input your phone number in the provided space. This contact information is important for follow-up communications.
  4. Fill in the complete address of the collateral property, including the street, city, state, and ZIP code. Accurate information will help verify the property.
  5. Specify the annual period relevant to this statement, as this indicates the timeframe for the income and expenses reported.
  6. In the income section, enter the total annual rents received and any other annual income, such as from parking or laundry services. Calculate the Total Potential Gross Income (PGI) by summing these amounts.
  7. Deduct the vacancy and collection loss, typically around 10%, from the Total Potential Gross Income to arrive at the Effective Gross Income (EGI).
  8. Proceed to the expenses section and list all applicable expenses including advertising, cleaning and maintenance, real estate taxes, and others. Calculate the Total Expenses by summing all individual expense amounts.
  9. Determine the Total Annual Net Operating Income by subtracting the Total Expenses from the Effective Gross Income.
  10. Calculate the Monthly Net Operating Income based on the Total Annual Net Operating Income.
  11. Input the current monthly first mortgage payment in the designated area and calculate the Maximum Monthly Payment Available.
  12. Sign and date the document in the signature fields provided, ensuring you use the format mm/dd/yyyy for the date.
  13. Finally, review all entries for accuracy. Save your changes, then download, print, or share the Property Operating Statement as needed.

Complete your Property Operating Statement online today to manage your investment properties effectively.

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Statement of Operations, also known as an income statement, records a corporation's income and expenses for a particular period (monthly, quarterly, or annually) in a standard accounting format per the accounting policies advised by the governing body.

Operating Statements, also called “profit & loss” or “P&L” statements, are one of the most important documents in investment real estate. This document provides a clear view into the financial health of a property and should be accurately maintained by all real estate investors.

The cap rate formula Calculated by dividing a property's net operating income by its asset value, the cap rate is an assessment of the yield of a property over one year. For example, a property worth $14 million generating $600,000 of NOI would have a cap rate of 4.3%.

Operating expenses are maintenance costs that ensure the property can produce income, such as property taxes, insurance, and management fees. Mortgages, capital expenses, income taxes, and depreciation are not considered operating costs.

Operating expenses include all of the costs associated with operating the property. These include property management fees, insurance, utilities, property taxes, repairs, and maintenance.

It typically consists of a one-page document used to evaluate a rental property's income and expenses projected for the first year of ownership. The APOD presents the bottom-line cash flow, rates of return and profitability in one concise and easy-to-read report.

Annual Property Operating Data (APOD) This form lists a property's gross income and individual operating expenses and calculates its net operating income.

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Fill Property Operating Statement

I (We) certify under penalty of perjury that the foregoing information contained herein is true and accurate to the best of my (our) knowledge. An operating statement is a financial document that outlines the income generated from a property and the expenses incurred to operate it. Annual Operating Expenses. A financial statement that assesses a property's operations and present financial position is a property statement of operations.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232