Monthly Performance Report
Monthly Portfolio Summary • February 2026
Executive Summary
AI-generated insights for February 2026
Portfolio Performance: Your portfolio showed strong performance in February with 91% occupancy across 42 units and a monthly net income of $42,650, up $2,340 from January. The portfolio health score improved to 85, indicating robust operational efficiency.
Key Opportunities: Seven properties qualify for refinancing with potential annual savings of $28,320. Additionally, shopping your insurance policies could save approximately $8,400 annually based on competitive quotes received.
Action Required: Two units have been vacant for 30+ days, costing $3,200/month. Market analysis suggests a 5% rent reduction would fill these units within two weeks. Insurance renewals for 3 policies are due in Q2 2026.
Generated by AI analysis
What Changed This Month
Top financial changes vs January 2026
| Line Item | Last Month | This Month | Change ($) | Change (%) |
|---|---|---|---|---|
| Rental Income (Income) | $64,800 | $66,100 | +$1,300 | +2.0% |
| Maintenance (Expense) | $8,200 | $6,850 | +$1,350 | +16.5% |
| Insurance (Expense) | $4,100 | $4,650 | -$550 | -13.4% |
| Utility Income (Income) | $2,100 | $2,300 | +$200 | +9.5% |
| Property Mgmt Fees (Expense) | $3,240 | $3,280 | -$40 | -1.2% |
Decisions Needed
Time-sensitive actions to protect and grow your portfolio
Review Insurance Quotes
Due in 14 daysTrenly AI analyzed your policies and found potential savings. Market rates have increased 35% but shopping could offset most of the increase. Quotes obtained from 3 carriers.
File Property Tax Appeals
Due in 30 daysTrenly AI identified 3 properties with assessments 15-20% above market comparables. Filing appeals could reduce annual tax burden significantly.
Initiate Lease Renewals
4 expiring Q24 leases expiring in Q2 2026. Market rents have increased 6-8% in these areas. Early renewal outreach recommended to secure tenants and capture market rates.
Economic Vacancy Analysis
Revenue lost to vacancy, collection gaps, and concessions for February 2026
Loss Breakdown
Portfolio Details
Insurance & Risk
Leasing Status
Financial Highlights
Data Quality & Processing
Trenly AI analyzes your imported financial data, insurance docs, and tax bills to automatically generate these insights
Generated March 1, 2026 • Data as of February 28, 2026
Powered by Trenly AI document processing
Trenly Monthly Performance Report
Sarah Johnson • Midwest Property Holdings
Get this report for your portfolio
AI-powered financial visibility, operational coverage, and portfolio intelligence — starting at $20/month.