Monthly Reporting - Track Historical Data

Not sure I understand exactly what your trying to do.... Can you provide more detail.  Based on what I was looking at in the workbook I would expect the List worksheet to be the raw data and everything to feed off of that sheet (However I saw this looked to be formula driven).  If this was the case then you need to add an additional date column and incorporate the array formulas (Confirmed with Ctrl + Shift + Enter) to get the information to populate on the Deal Sheet.  I have also added a dropdown validation in cell C8 containing all of the property names....

If this is not the correct set up please try to provide a little bit more detail on what the end goal is.  Typically it helps to have a before and after.  Or current state v. future state.

Please see my attachment for an example of how to summarize the data if the List worksheet is the source.  This example uses the date in cell $C$6 and the Property Name in Cell $C$8 in order to filter the data accordingly....