Magical Math: Calculating YOUR Financial Impact

Summary:
Property management is an investment exercise. By
performing our management tasks with this in mind,
we can enhance the quality of the lives of our
residents, serve our owners, investors, company and
teammates.

Understanding performance metrics and calculations
is key to accomplishing this. Gaining an
understanding of common terms, statements, and
calculations will help attendees communicate better,
understand and realize goals, and calculate your
financial impact on the asset’s NOI and value.

Subject:
Property Budgeting
and Finance
Audience:
Property Managers,
Regional Managers
Format:
Speaker presentation
with live audience Q&A
Duration:
60 minutes

About this session

Takeaways:
● Occupancy Related Terms & Calculations
○ Understand key occupancy terms used in property management
○ Learn to differentiate and calculate both Physical Occupancy and Economic
Occupancy

● Financial Terms, Calculations & Statements
○ Gain familiarity with essential financial terminology
○ Understanding the structure and purpose of Operating Statements and Cash Flow
Statements

● Investment Terms & Calculations
○ Understand the math that impacts property management decisions
○ Understand and calculate the interplay between Cap Rates, NOI, & property values -
to reveal the impact of every dollar added to or subtracted from NOI.
○ Prepare for budgeting by learning ROI & Payback period calculations