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

The Challenge

A national real estate group had expanded rapidly through new builds and acquisitions, but performance tracking had fallen behind. With incomplete financial data and little location-level visibility, it was impossible to tell which assets were driving value — and which were becoming liabilities.

• New sites and acquisitions were showing stagnant growth or declining profitability
• Leadership lacked clear, centralised financial performance data by location
• Operational comparisons were clouded by inconsistent metrics and benchmarks

What I Did

• Rebuilt Financial Reporting with SQL & Power BI: Created a location-level reporting framework drawing from GL and operational data, delivering site-specific P&Ls, filters, and auto-refreshes.
• Established Location-Specific KPIs: Worked with analysts to create context-driven KPIs reflecting demographics, competition, leasing metrics, and operational capacity.
• Launched Monthly Executive Reports: Developed a regular reporting cadence, highlighting trends, early warning signs, and acquisition integration outcomes.

The Result

• 📊 Executives gained full visibility into new build and acquisition performance
• 🚩 Early signs of stagnation were flagged before becoming critical issues
• 💼 A scalable framework was built to guide future acquisition evaluations
• 📍 Location success could be assessed through context-sensitive profitability metrics

Why It Mattered

Real estate expansion is capital intensive — and without post-launch oversight, it's easy to invest in underperforming assets. By building reporting around site-specific performance, I gave executives the data to act early, evaluate intelligently, and protect long-term profitability.