Property Management & Real Estate Glossary

Navigating property management and real estate can come with a lot of unfamiliar terms. This glossary is here to help homeowners, tenants, board members, and investors understand the language used throughout the industry, from HOA basics to accounting and maintenance terminology.

A

Account Ledger (Owner/Homeowner/Tenant Ledger)
A detailed financial record showing all charges, payments, credits, and balances.
Accounts Payable (AP)
Money owed to vendors or service providers for completed work.
Accounts Receivable (AR)
Payments owed to a property or HOA (rent, dues, fines, reimbursements).
Accrual Accounting
Accounting method recording income and expenses when earned or incurred.
ADA Compliance
Accessibility requirements under the Americans with Disabilities Act.
Addendum (Lease or HOA)
A document added to modify or supplement a contract.
Amortization
Gradual repayment of a loan over time.
Annual Budget (Operating Budget)
A yearly financial plan of expected income and expenses.
Apartment
A unit within a larger building, or a collection of units within one building.
Apartments.com
Website to search for rental properties.
AppFolio
Property management software used for accounting, maintenance, and communication.
Application
A form to collect prospective tenants' information to run background check, income verification, and credit history.
Application Policy
A set of standard requirements to be approved for a rental unit. This ensures all prospective tenants are screened in a fair and standard manner.
Appreciation
Increase in property value over time.
Architectural Review Committee (ARC)
HOA group that reviews exterior modification requests.
Architectural Review (ARC Request)
Formal submission for approval of property modifications.
Assessment (HOA Dues)
Fees charged to homeowners for community maintenance and reserves.
Asbestos
A highly heat-resistant fibrous silicate mineral that can be woven into fabrics and is used in brake linings and in fire-resistant and insulating materials.
Attachment (Lease)
Attachments are added to leases to cover special features of the property or tenant. These are legally binding as part of a lease or as a standalone document.
AutoPay
Set up to pay a bill on a set interval without added input from the payee.
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B

Balance Sheet
Financial statement showing assets, liabilities, and equity.
Base Rent
Monthly rent before additional fees.
Beneficiary
Person or entity receiving benefits from a trust, will, or policy.
Bid
When an amount of money is requested for a said action.
Board of Directors (HOA Board)
Elected homeowners governing an HOA community.
Breach of Lease
Violation of lease terms.
Budget (Annual Operating Budget)
Planned financial outline of income and expenses.
Bylaws (HOA)
Rules governing how an HOA operates.
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C

CAM (Common Area Maintenance)
Costs for maintaining shared spaces.
CAM Charges
Expenses associated with maintaining shared HOA/property areas.
Capital Expenditures (CapEx)
Major property improvements or replacements.
Capital Reserve Fund / Reserve Fund
Savings for future large repairs.
CC&Rs (Covenants, Conditions & Restrictions)
Legal rules governing HOA communities.
Client Portal (AppFolio Portal)
Online portal for payments, documents, and requests.
Closing Costs
Expenses incurred during a property transaction.
Collection Policy / Collections Process
Procedures for handling overdue balances.
Common Area
Shared property spaces maintained by the HOA.
Compliance (HOA Compliance Process)
Ensuring adherence to HOA rules.
Comparative Market Analysis (CMA)
Report comparing properties to determine market value.
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D

Delinquency
Failure to pay dues or rent when due.
Deferred Maintenance
Delayed maintenance that is required to fix a maintenance issue, which creates a larger-scale repair because the primary maintenance issue was not addressed in a timely manner, and damage has spread.
Depreciation
Decrease in asset value over time.
Designated Broker
A licensed individual in a real estate brokerage who is responsible for overseeing the firm's operations and ensuring compliance with legal and ethical standards.
Due Date
Date when payment is required.
Due Diligence
Investigation before purchasing property.
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E

Emergency Maintenance
Urgent repair required to ensure the habitability of a property, safety or damage prevention.
Escrow Account
Neutral account holding funds until conditions are met.
Estimate
Projected project cost breakdown.
Eviction
Legal removal of a tenant.
Exclusive Listing
Agreement giving one agent rights to sell a property.
Executor of Estate
The individual named to carry out the terms of a deceased person's will.
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F

Fair Housing Act / Fair Housing Compliance
Federal, state and municipal laws prohibiting discrimination in housing.
Fiduciary Duty
Obligation to act in another party's best interest.
Financial Reporting
Regular reports showing financial performance.
Fixed Expenses
Costs that remain consistent over time.
Fannie Mae and Freddie Mac
Government-sponsored enterprises that support the U.S. housing finance system by purchasing and guaranteeing mortgages.
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G

General Ledger (GL)
Complete record of financial transactions.
Governing Documents
Official HOA documents (CC&Rs, bylaws, and rules).
Gross Rent
Total rent collected before expenses.
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H

HOA (Homeowners Association)
Organization managing community rules and shared areas.
HOA Rules & Regulations
Guidelines governing community behavior.
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I

Ice Melt
A product to melt ice and snow in cold temperatures. Reduces the risk of falls due to slippery surfaces.
Income Statement (Profit & Loss Statement)
Report showing income and expenses.
Inspection (Property/Roof)
Evaluation of property condition.
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J

Joint Tenancy
Shared ownership with survivorship rights.
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L

Late Fee
Charge for overdue payments.
Lease Agreement
Legal and binding contract outlining rental terms for a property.
Lease Break
A term in a lease agreement that gives one or both parties the right to terminate the lease before its fixed end date, without breaching the contract, provided certain conditions are met.
Lease Term
Duration of a lease.
Lien (HOA Lien)
Legal claim for unpaid debts.
Liquidity
Ease of converting assets to cash.
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M

Maintenance Plan
Scheduled roof or property maintenance program.
Maintenance Request (Work Order)
Request for repairs or service.
Management Fee
Fee for community and property management services.
Managing Broker
A licensed real estate professional who supervises agents and brokers, oversees daily operations of a brokerage, ensures legal compliance, and supports the firm's business objectives.
Market Rent
Rent based on comparable properties, in a comparable location for the given period of time searched. Market rent fluctuates based on seasonality.
Move-in Condition Report (aka move-in inspection) / Move-out Condition Report (aka move-out inspection)
Documentation of property condition.
Mid-Term Condition Report
Occurs mid-way through the lease term to verify that the tenant is in compliance with the lease.
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N

NARPM (National Association of Real Property Managers)
A premier professional association dedicated to residential property management, supporting professionals through education, advocacy, and community.
Net Operating Income (NOI)
Income after operating expenses.
Notice to Vacate
Formal notice given by a tenant to move-out of a rental property.
Notice of Violation
Legal communication for HOA rule violations and lease violations.
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O

Operating Expenses
Costs to run and maintain property.
Operating Budget
Projected operational income and expenses.
Owner (Property Owner)
Individual or entity owning a property.
Owner Statement
Monthly financial summary for owners.
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P

Portal Activation (AppFolio)
Process to access online portal.
Preventative Maintenance
Proactive work to avoid repairs.
Pro Forma
Projected financial performance.
Property Management Agreement
Contract outlining services and responsibilities a management agrees to provide a property owner for their rental property asset(s).
Property Manager
Licensed broker who oversees the full operations of a rental property.
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Q

Quality Assurance (QA)
Process ensuring standards are met.
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R

Ratified Budget
Annual budget voted on by a Board of Directors.
Real Estate Broker
A licensed professional who acts as an intermediary in the buying, selling, or leasing of real property, such as houses, buildings, and offices. They have completed additional education and licensing requirements.
Reserve Study
Long-term plans for future repairs and funding.
Rental Application
Form for screening tenants.
Rent Control
A government policy that limits how much landlords can charge for residential rent or how much they can raise it over time.
Rent Increase Notice
A formal, written notification from a landlord to a tenant that informs them of an upcoming increase in the rent or other recurring charges for the use and occupancy of their rental unit.
Return on Investment (ROI)
Measure of profitability.
RHAWA (Rental Housing Association Washington)
A nonprofit, statewide association that supports independent rental housing providers, property managers, manufactured housing community owners, and real estate investors across Washington State.
Rules Enforcement
Process of enforcing HOA rules.
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S

Security Deposit
Funds held for damages or unpaid rent.
Special Assessment
Additional HOA charges for unexpected costs.
Statement of Account
Record of financial activity.
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T

Tenant
Authorized people or person that is contracted to occupy a rental property.
Turnover (Unit Turn Process)
Preparing a unit for new tenants.
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U

Utilities
Services like water, gas, and electricity.
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V

Vacancy / Vacancy Rate
Unoccupied unit or percentage of unoccupied units.
Vendor
Contractor or service provider.
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W

WACAI
Washington state chapter of Community Association Institute.
Warranty (Manufacturer)
Coverage for material defects.
Warranty (Workmanship)
Coverage for installation errors.
Work Order
Tracked maintenance task.
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Z

Zero-Lot Line
Property built close to boundary lines.
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#

24 Business Hours
3 Business Days. This does not include weekends (Saturdays or Sundays) or Holidays.
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