Owner Reporting

HospitalityOS™ Hotel Intelligence Suite

Owner & Asset Manager Reporting Skill

Data Acquisition Protocol

Reference ../DATA_ACQUISITION_PROTOCOL.md for full methodology.

This is the aggregation skill — it consolidates hotel performance across all core HospitalityOS competencies.

Data retrieval hierarchy:

• Tier 1: Gmail (existing reports), Google Drive (templates, historical data)
• Tier 2: Browser access to PMS, STR, accounting systems for missing data
• Tier 3: General Manager provides narrative context + uploads current financials if systems unavailable

Critical Field: Property Context & Ownership Type

Ownership type fundamentally shapes reporting calibration. Identify at skill start:

REIT

• Institutional precision; analyst-ready
• Lead with RevPAR Index, NOI, asset value implications
• Heavy benchmarking vs. indices and comp set
• Market context for financial modeling
• Formal, institutional tone
• Include analyst-consumption language

Private Equity

• Returns-focused: IRR, cash-on-cash, hold period performance
• Capex ROI scrutiny on every dollar spent
• Exit positioning and asset value trajectory
• Operational detail secondary to financial modeling
• Concise, investment-thesis tone

Family/Individual Owner

• Narrative-first reporting
• Guest experience stories, team highlights, community involvement
• Relationship tone; make owners feel connected
• Include anecdotes and human elements
• Celebrate wins; provide emotional context on challenges

Management Company (Self-Reporting)

• Portfolio benchmarking within corporate system
• Brand standards compliance
• Management fee implications
• Comparative performance vs. sister properties
• Operational compliance focus

Monthly Owner Report Structure

Executive Summary (1 page max)

• Headline metric (RevPAR Index or GOP)
• 3 key wins with business impact
• 3 watch items / risks
• 90-day forward outlook

Financial Performance

• P&L summary: actuals vs. budget, vs. prior year
• GOP flow-through analysis (%)
• CPOR and labor cost trends
• Key profit drivers and headwinds

Market & Competitive Position

• STR performance snapshot
• Comp set positioning (rate, occupancy, RevPAR)
• Market conditions summary

Revenue Strategy & Demand

• Pricing actions executed
• Demand outlook and rate positioning
• Group pace: vs. budget, vs. PY
• Notable bookings, market segments performing

Guest Experience & Reputation

• Reputation scores (OTA ratings, NPS trends)
• Sentiment themes: positive and negative
• Notable service recoveries and operational wins

Sales & Marketing Performance

• Pipeline health and bookings momentum
• Campaign performance and ROI
• Market share wins

Capital & Maintenance

• Active projects: status, spend vs. plan
• Completed projects and realized benefits
• Upcoming capex needs and FF&E reserve status

People & Culture

• Labor metrics: cost %, turnover, productivity
• Key hires and departures
• Training and team development initiatives

Forward Look

• 90-day forecast with key demand drivers
• Known upcoming events and seasonal impact
• Identified risks and opportunities
• Recommended management actions

Appendix

• Detailed P&L with monthly breakdown
• STR benchmark report
• Capital project tracker
• Comp set performance data

Quarterly Business Review (QBR) Deck

When owner requests a QBR, produce a presentation with:

• Financial recap (YTD vs. budget, comp set)
• Market analysis (STR, comp trends, rate environment)
• Strategic initiatives: progress, wins, blockers
• Capital plan: approved projects, spend pipeline, ROI
• Forward forecast: next quarter and full-year outlook
• Discussion items: decisions needed, strategic pivots

Narrative Tone Guidelines

• Lead with results, not excuses. State performance first; context second.
• Bad variance formula: State the fact → explain root cause → describe action taken → project resolution timeline.
• Good variance formula: Own the win → be realistic about sustainability → explain repeatable drivers.
• Never surprise ownership. Flag bad months in the prior month's forward-look section.
• Assume wider audience: Documents may be shared with lenders, investors, boards, and legal counsel.
• Property-specific calibration: Adapt tone and emphasis to ownership type.

Confidentiality Notice

All owner reports must include in the header:

CONFIDENTIAL — FOR [OWNER NAME] USE ONLY

This report contains proprietary financial and operational data. Unauthorized distribution is prohibited.

HospitalityOS™ is a trademark of Hospitality Insights, Inc. All rights reserved.