Creating a rent roll on a multifamily property

A rent roll on a multifamily property provides information about total units, rental income, and the occupancy status of units.

Note: Ensure that:

• A deal is created.

• Full access is provided to the Asset Management permissions.

• A property is added with the Multifamily property class.

To create a rent roll on a multifamily property, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the deal that you want to update.

3.

On the left navigation menu, click Property.

4.

On the Property page, click View for the multifamily property.

5.

In the left navigation menu, click Rent Roll.

6.

On the Rent Roll page, click + New Rent Roll.

7.

In the New Rent Roll dialog box, enter the Rent Roll Name and Effective Date.

These fields are mandatory.

Note: To edit As-Of Date, clear the Always show latest date checkbox.

8.

Click New Rent Roll.

A message is displayed indicating that the rent roll is created successfully.

Note: After a rent roll is created on a multifamily property, you can create a unit mix plan. For more information, see Creating a unit mix plan on a multifamily rent roll.