Location-Based P&L Reporting for Real Estate Expansion Oversight

The Challenge

A national real estate group had scaled rapidly through new developments and acquisitions — but financial reporting hadn't kept pace.

With fragmented data and no consistent location-level view, leaders couldn't see which sites were delivering value or draining resources.

Key issues included:

• 🏗️ New builds and acquisitions showing flat or declining returns
• 📉 No centralised P&L visibility by site
• ⚖️ Inconsistent benchmarks clouding operational comparisons

The result? Strategic decisions were being made without a clear picture of performance.

What I Did

• Rebuilt Financial Reporting via SQL + Power BI
  Built a robust location-level reporting framework using GL and operational data — including site-specific P&Ls, filters, and automated refreshes.
• Established Location-Specific KPIs
  Partnered with analysts to define context-driven metrics tied to leasing rates, demographics, local competition, and operational capacity.
• Launched Monthly Executive Reporting Cadence
  Delivered recurring reports with clear visual trends, early warning signals, and post-acquisition performance summaries.

The Result

• 📊 Clear visibility into new site and acquisition performance
• 🚩 Early detection of stagnating assets before they became critical
• 💼 Scalable framework to assess future acquisitions with consistency
• 📍 Contextual profitability tracking based on each site's unique profile

Why It Mattered

Real estate expansion is high-stakes. Without clear oversight, underperforming assets can quietly erode long-term value.

By embedding financial reporting and KPIs into a location‑specific Power BI model, I helped leadership evaluate assets with clarity — and act before minor issues became costly mistakes.

✅ Key Takeaways

• Reporting lagged behind real estate growth
• SQL and Power BI used to build site-level P&Ls and KPIs
• KPIs customised to reflect demographic and operational context
• Trends and underperformance flagged proactively
• Leadership now tracks expansion outcomes in real time