Financial Reporting & Owner Accounting
Full visibility into your investment’s financial performance shouldn’t require chasing your property manager for numbers. PME provides transparent, detailed monthly reporting through our online owner portal — giving you real-time access to everything that affects your rental income.
Full Financial Visibility
Start with a free rental analysis
No obligation · Response within 1 business week
What PME Delivers with This Service
Every service we provide is fully managed — no partial handoffs, no grey areas. Here’s exactly what you get.
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Owner Portal — Real-Time Access
24/7 access to your owner portal showing current balances, pending transactions, recent statements, maintenance work orders, and all property-related documentation. Your investment is always visible, from anywhere.
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Monthly Income & Expense Statements
Detailed monthly statements showing all rental income collected, management fees, maintenance expenses, vendor payments, and net owner disbursement — itemized clearly so you always understand exactly where your money is going.
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Annual 1099 Preparation
We prepare and distribute annual 1099 forms for all rental income as required — simplifying your tax preparation and ensuring you have accurate records for your accountant or tax preparer.
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Complete Expense Documentation
Every maintenance invoice, vendor receipt, and expense is documented and stored in your owner portal. Full documentation supports your tax deductions and provides a complete paper trail for your records.
How It Works
A clear, professional process from start to finish — so you always know what to expect.
Why Choose PME for This Service
45+ years serving Stockton, Tracy & Modesto property owners — here’s what sets our approach apart.
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Fast Vacancy Fill
Our multi-platform approach and competitive pricing strategy consistently reduces vacancy periods — every additional vacant day costs you rental income you’ll never recover.
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Local Market Knowledge
45+ years in Stockton, Tracy, and Modesto gives us neighborhood-level insight into tenant demand, seasonal patterns, and what amenities command premium rents in your area.
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Quality Over Quantity
We attract a high volume of applicants and then screen aggressively — ensuring your property is filled by a reliable, qualified tenant, not just the first person who applies.
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Full-Service Lease Management
We don’t just find a tenant — we handle the entire leasing process through move-in, including California-compliant lease agreements and all required disclosures.
Related Owner Services
PME handles every aspect of property management — here are the services that work alongside this one.
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Tenant Screening
Thorough applicant screening for every prospective tenant.
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Rent Collection
Consistent rent collection and owner disbursement.
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Vacancy Management
Proactive strategies to minimize vacancy downtime.
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Financial Reporting
Monthly statements and transparent owner accounting.
Frequently Asked Questions
Your owner portal provides real-time access to: current account balance, pending transactions, rent payment status for all tenants, maintenance work orders and invoices, monthly and historical statements, lease documents, inspection reports, and all 1099 and tax-related documents. Everything about your property in one place.
Monthly statements are generated after all rental income has been collected and processed for the month. Statements are typically available in your portal by mid-month for the prior month’s activity, accompanied by your ACH disbursement.
All owner funds are held in a separate trust account, as required by California law (Business and Professions Code Section 10145). Owner funds are never commingled with PME’s operating funds. Trust accounts are maintained in compliance with California Real Estate Commissioner regulations.
Yes — your owner portal maintains a complete historical archive of all statements, invoices, work orders, inspection reports, and other documents for as long as we manage your property. Historical records are available to you at any time.
Yes — we prepare and distribute annual 1099-MISC forms for all rental income as required by the IRS. We also provide year-end summary statements that summarize total income, expenses, and management fees for the calendar year, which simplifies preparation of your Schedule E or other rental income tax reporting.
Let PME Handle the Hard Part
Get a free rental analysis and discover what professional, full-service property management can do for your investment in Stockton, Tracy, or Modesto.
