Fort Asset Management · Hotel owner reporting

Your operator reports to you. We check the report.

An independent monthly owner report and asset management for hotels of 40 to 150 rooms. Every number tied back to the source, and a person who reviews it with you each month.

Run the free health checkGet the sample report

Executive summary page of a sample monthly owner report for a fictional 60-room hotel
Built by ownersThe same monthly report we produce for a boutique hotel we operate in western Colorado.
Hotel-standard formatStatements in USALI format from your books. Not audited or reviewed.
Checked every monthReported cash compared to bank statements, rooms revenue to your property system.

What you get each month

An owner report

Occupancy, ADR and RevPAR against last year, a USALI-format statement, budget vs actual, cash, debt coverage and reserves.

Ranked recommendations

The few changes worth the most money, with rough annual dollar values, so you know where to push your operator.

Monthly checks

We compare reported cash to your bank statements and rooms revenue to your property system, and flag any difference to your bookkeeper.

A review call

A call every month to walk through the report, and a quarterly business review with you and your operator.

How we use AI, and how we protect your data

AI does the heavy lifting: it pulls your numbers, ties them out and flags what changed. That's how a 60-room hotel gets the kind of reporting large ownership groups pay full-time analysts for.

A person reviews every report before you see it, and the recommendations come from people who operate a hotel.

  • Read-only. Read-only access or monthly exports. We never move money or make changes in your systems.
  • Confidential. Your data is used for your report. We never share it with other owners or use it for our own hotel or our own deals.

See the report

Pages from a sample report for a fictional 60-room hotel. Your report follows the same format every month.

Sample USALI departmental statement page
USALI statement: month, year to date, last year, trailing twelve, per room
Sample page ranking where the hotel can improve, by annual dollar value
Where the hotel can improve, ranked by annual dollar value

Try it on your own numbers

The free health check shows how your hotel compares with common rules of thumb and where the largest opportunities may be. It starts with a sample hotel; replace the numbers with yours.

Free hotel health check

Showing a sample 60-room hotel. Replace the numbers with your last twelve months; round numbers are fine. Your numbers stay in your browser and are not sent or saved.

Rooms
Profit and loss
Debt and reserves (optional)
See my results

Results Sample hotel

Want this every month? Get the sample report

How it works

01

A 30-minute call to see if it fits.

02

Setup: read-only access or monthly exports from your property system, books and bank, plus your budget and history.

03

Your first report within 7 business days after your month-end close, then a review call.

04

Start with a 90-day paid trial: setup plus three monthly reports.

Who it is for

  • Independent and select-service hotels of roughly 40 to 150 rooms.
  • Owners who use a management company or a general manager and want an independent view.
  • Owners facing a refinance, a lender request, new partners, a sale, or an operator who isn't hitting plan.

Fort Asset Management is part of Fort + Home, a Colorado real estate company that develops, builds and operates its own properties. Led by Jeff Zimmerman.

Pricing

Owner Reporting
up to 60 rooms		from $2,000 / month
Owner Reporting
61 to 150 rooms		from $3,000 / month
Full Asset Management
60+ rooms		1.5% of collected revenue, $4,000 minimum

A one-time setup fee applies (from $5,000). Start with a 90-day paid trial.

Get the sample report

Tell us about your hotel and we'll send the full sample owner report right away. If it looks useful, we'll set up a short call and tell you plainly whether we can help.

  • No cost and nothing is committed.
  • We reply within one business day.

Questions? Email jeff@fortandhome.com.

Fort Asset Management provides reporting and asset management services to real estate owners. We do not provide bookkeeping, accounting, tax, legal or brokerage services, we do not handle or move client funds, and our advice concerns the operation of the property, not the purchase or sale of securities. We keep each owner's data separate and confidential. The health check uses rules of thumb for independent and select-service hotels, not a market comparison, and its dollar figures are rough estimates. The sample report describes a fictional hotel.

Fort + Home