YOU ARE ON THE CALENDAR

You are booked, so send the rental details over.

Steven goes through the return before the call, so whatever you send ahead turns those twenty minutes into answers about your property instead of questions about what happened to it last year. What helps most is the return with the rental on it, some sense of how the place was occupied through the year, and whatever the platform or the manager hands you at the end of a month. If the property is a recent purchase, the closing statement matters more than most owners expect, and if you have put money into it this year, a rough list of what and when is plenty to work from. Send what you have even if it is patchy, and bring the rest of it to the call.

BACK TO THE BEGINNING

Send these before we talk

  • Last year's return with the rental on it, plus the personal return if the property is reported there
  • The nights booked, or the lease terms, for every property you hold
  • Your Airbnb or VRBO payout statements, or whatever your manager sends you
  • What you have put into the property this year, and the closing statement if you bought it