Financial Reporting & Owner Portal
24/7 visibility into your property’s finances, plus the fiduciary details Maryland actually regulates, like where your tenants’ security deposits sit and what interest they earn.
Free 15-minute call. No obligation, no sales pitch.
Know Where You Stand, Anytime
No end-of-year surprises. No calling us to ask how a property is performing. It’s all in the portal, updated as it happens.
Real-Time Statements
Income, expenses, and cash flow, updated as transactions happen, not batched at month-end.
Deposit Accounting
Security deposits held and tracked the way Maryland law requires, covered in detail below.
Document Storage
Leases, inspection reports, invoices, and tax documents, all in one place whenever you need them.
Annual Performance Review
An optional yearly look at maintenance trends, budget, and planning for the year ahead.
Your Money Is a Fiduciary Matter, Not Just a Spreadsheet
Maryland regulates more of your property’s finances than most owners realize, especially where tenant money is involved. Our reporting is built around what’s actually required, not just what’s convenient.
- Deposits held in an interest-paying account: Maryland requires security deposits to sit in an interest-bearing bank account, not just a general operating account. We track this per unit.
- Interest rate: deposits earn the greater of 1.5% per year or the one-year Treasury yield rate. Interest isn't owed if the deposit was held less than six months or the tenancy was under a full month.
- Rent increases: only allowed at lease renewal, with at least 90 days' written notice. There's no statewide cap on the amount, but the notice requirement is strict.
- Utility billing transparency: if a tenant pays utilities directly to you, you have to provide monthly bills or the prior year's total costs broken out by utility type. If you use a ratio billing system, additional disclosure rules apply.
How Your Reporting Gets Built
Every Transaction Logged
Rent payments, maintenance invoices, and fees post to your portal as they happen, not batched at the end of the month.
Portal Access Anytime
Log in whenever you want to pull a statement, download a document, or check a property’s current balance.
Annual Review
Come tax season, everything you need is already organized and ready to hand to your accountant.
FAQ
Frequently Asked Questions
Where is my tenants' security deposit money actually held?
How often can I raise the rent?
What's included in the Owner Portal?
What does the Annual Budget / Performance Review cover?
Can I get my financial reports at tax time?
Stop managing.
Start owning.
Free 15-minute call. No obligation, no sales pitch.
Or call (240) 580-8581 · [email protected]