Manhattan, New York
Case Study

Goldfarb Properties

Custom Reporting & Yardi Development

How BC Solutions built a library of 50+ custom reports to give a NYC residential operator the data visibility they needed

At A Glance

Client: Goldfarb Properties
Project: Custom Reporting & Yardi Development
Industry: Residential Property Management
Engagement: 3+ years ongoing partnership
Headquarters: New York City metro area
Portfolio: Residential & commercial across 5 regions
Focus: 50+ custom reports and automated processes
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About Goldfarb Properties

Goldfarb Properties is a real estate management and leasing company operating across the New York metropolitan area. Their residential portfolio spans five distinct regions: Manhattan, the Bronx, Rockaway in Queens, Westchester County, and Essex County in New Jersey.

Beyond residential operations, Goldfarb also manages a commercial property division, creating a diverse portfolio with varied reporting requirements across asset types, regulatory environments, and operational workflows.

When standard Yardi reports couldn't deliver the specific insights leadership needed, Goldfarb turned to BC Solutions.

The Challenge

Managing properties across multiple NYC-area jurisdictions means navigating a complex web of regulatory requirements. HDC rent rolls, HCR arrears tracking, RPIE filings, and fair housing compliance each demand specific data in specific formats. Yardi's out-of-the-box reports rarely matched these requirements exactly.

Beyond compliance, Goldfarb's leadership wanted operational visibility that standard reports couldn't provide. They needed to track everything from lead-to-lease conversion metrics to security deposit accounting, from vacancy status across regions to parking enforcement and vehicle registrations.

Each new report request typically came with a specific business need: a question someone couldn't answer quickly, a process that required manual data compilation, or a regulatory deadline approaching with no clean way to pull the required information.

The BC Solutions Approach

Over three years, BC Solutions has built and maintained a comprehensive library of custom reports and automated processes for Goldfarb. This isn't a one-time implementation; it's an ongoing development partnership where new reporting needs are identified, scoped, built, and refined continuously.

Financial Reporting

  • Income Statement Report
  • Budget Variance Review
  • Trial Balance Property Comparison
  • Security Deposits Post-Month
  • Bad Debt Write-Off Tracking
  • Commercial R/E Tax Escalation

Leasing & Occupancy

  • Lead to Lease Report
  • Vacancy Status Report
  • Unit Availability
  • Leasing Activity Report
  • Lease Renewal Audit
  • Applicant Performance

Collections & Legal

  • Arrears Report
  • NSF Receipt Register
  • Legal Calendar Collections
  • Legal Notice/Petition/Warrant
  • Guarantor Arrears Notice
  • Court Write-Up Reports

Compliance & Regulatory

  • HDC Rent Roll
  • HCR Arrears and Evictions
  • RPIE YSR Report
  • Fair Housing Compliance
  • Commercial Lease Abstract
  • Commercial Financial Rent Roll

Custom Reports Built to Specification

Each report is designed to answer specific business questions, formatted for the intended audience, and built to pull live data directly from Yardi. No more manual exports, spreadsheet manipulation, or outdated information.

Automated Processes & Integrations

Beyond reports, BC Solutions built automated workflows including bank positive pay files, vendor ACH payment processing, TransUnion export files, Salto access control integration, and Addepar investment platform uploads.

Stored Procedures & Business Logic

Custom stored procedures handle complex operations like automatically setting units to "Do Not Show" when applicants are in process, parking expiration tracking, and maximum applicant notification logic.

Ongoing Enhancement & Support

Reports evolve as business needs change. BC Solutions provides continuous enhancement of existing reports, bug fixes, format changes, and new field additions as Goldfarb's requirements grow.

The Results

The partnership has transformed how Goldfarb accesses and uses their property data:

50+ Custom Reports

Purpose-built for Goldfarb's specific needs

3+ Year Partnership

Continuous development and support

Multi-System Integration

Banks, Addepar, TransUnion, Salto

Regulatory Compliance

HDC, HCR, RPIE requirements met

Why It Matters

The Goldfarb engagement demonstrates the value of treating custom reporting as an ongoing capability rather than a one-time project:

Reports that actually get used.

Every report BC Solutions builds for Goldfarb addresses a real business need identified by the people who will use it.

NYC regulatory expertise.

Operating in New York means dealing with HDC, HCR, RPIE, and other regulatory requirements that most Yardi consultants rarely encounter. BC Solutions understands these requirements and builds reports that meet them.

Development partnership, not vendor relationship.

With a three-year track record and 50+ reports delivered, BC Solutions functions as Goldfarb's external development team. New requests get scoped and built by people who already understand the business context.

Data becomes actionable.

When leadership can pull a lead-to-lease conversion report, a vacancy status across regions, or a security deposit reconciliation in minutes rather than hours, data stops being a project and becomes a tool.

Need custom reports that answer your specific questions?

Contact BC Solutions to discuss how we can build the reporting capabilities your team needs.