Owner Statements

Comprehensive Monthly Owner Statements: Total Financial Visibility, Zero Surprises: At Crest & Valley Property Management LLC, our technology background drives us to eliminate financial guesswork and replace it with absolute transparency. We believe you should never have to wonder where your rental income is or search through messy stacks of paper to find repair bills. That is why we provide clean, data-driven Monthly Owner Statements directly through your secure online investor portal. Our system automates your bookkeeping, tracks every dollar in real time, and ensures your real estate portfolio runs like a precise, predictable business. However, initially we will be sending the statements via email on 15th of each month.

Real-Time Ledgers and Itemized Financial Summaries: On or before the 15th day of each calendar month, our accounting team closes the preceding month's financial ledger and publishes a comprehensive, itemized report directly to your dashboard. Your statement provides a clear, high-level breakdown of all gross rental collections, pet rents, and utility reimbursements. Concurrently, it logs every single pre-approved operational deduction—including our baseline management fee, recurring utility bills, and itemized maintenance costs—giving you an instant, accurate picture of your net operating income (NOI). However, initially we will be sending the statements via email on 15th of each month detailing all the transactions.

Absolute Transparency with the 3-Quote & Zero-Markup Audit Trail: Unlike competitors who hide behind vague "maintenance line items" or slide administrative surcharges into your bills, Crest & Valley enforces a strict zero-vendor-markup policy. Every time a repair is executed, digital copies of the original, third-party vendor invoices are permanently attached directly to that month's Owner Statement. You can click on any repair entry to instantly audit the bill, view the minimum of three independent quotes we gathered on your behalf, and verify that you were billed the exact raw cost charged by the contractor.

Seamless Fiduciary Management and Year-End Tax Portals: All financial records are handled and archived in strict compliance with the fiduciary regulations of the Oregon Real Estate Agency (OREA) and ORS 696.280, meaning your data is securely stored for a mandatory minimum of six years. When tax season arrives, our platform consolidates your 12 monthly statements into a single, clean Year-End Financial Summary. On or before January 31st, we deliver your completed Form 1099-MISC or Form 1099-NEC straight to your portal, completely organized by Schedule E categories so your CPA can maximize your tax deductions instantly.