If you're not setting clear goals and tracking your KPIs, you're flying blind in real estate investing. 

One of the biggest lessons I’ve learned as both an investor and a coach is this: success isn’t random, it’s measured.

Whether you're scaling a portfolio, leading a team, or managing day-to-day operations, goal alignment and KPI visibility are game-changers.

Here’s how we break it down:

1. Company Goals – Big-picture vision: growth targets, investor returns, brand credibility, new market entry.
2. Department Goals – Focused objectives for leasing, maintenance, finance, etc.
3. Individual Goals – Role-specific KPIs that drive daily execution and tie back to the big vision.

💡 But goals alone aren’t enough. You need the right KPIs to track what matters:

✅ Leads & Lease Conversions - Measures marketing and leasing effectiveness; supports resident acquisition strategies
✅ Renewal Rates & Lease Trade-Outs - Gauges resident satisfaction and rental income optimization
✅ Physical & Economic Occupancy - Evaluates demand, pricing accuracy, and income stability
✅ Delinquency Trends - Helps manage cash flow and collection processes
✅ Work Order Completion & Resident Reviews - Assesses property management quality and responsiveness
✅ CapEx: Actual vs. Budget - Tracks project spending and supports cost control and planning
✅ Renovated Units & Rent Lifts - Measures renovation ROI and helps guide future investments
✅ NOI: Pro Forma vs. Actual - Compares projections to actual performance to ensure financial goals are met

We check these KPIs weekly. Why? Because real-time visibility allows us to adjust, improve, and stay ahead of problems before they grow.

Your KPIs tell your property's story—are you reading it often enough?