Video walkthrough
Read the written stepsRead the transcript
Before you watch
- Have your property type and source financial data ready before selecting a scope or model.
- The practice uses Full Financials and Unit-by-Unit with Multi-Year Cash Flow. Use the linked model guides for another assignment.
Outcome
Your rent roll uses the projection and row layout that fit your source data, before you enter rows.
Navigation path
Document wizard > Rent Roll > Rent Roll Type
Access
A financial scope that includes Rent Roll
On this page
Before you start
Data, sources, and access to prepare
- A scope that includes Rent Roll
- The source rent roll or unit inventory
- A decision about annual projection versus stabilized comparison
Choose on two axes
Rent-roll model matrix
Projection controls time; layout controls row detail.
Source data
Identify detail level and analysis goal
Multi-Year Cash Flow
Annual growth and schedules
Pro Forma
In-place versus stabilized
Unit-by-Unit
One tenant, unit, suite, or space per row
Unit Mix
One repeated type or category per row
- Source dataMulti-Year Cash FlowProjection
- Source dataPro FormaProjection
- Source dataUnit-by-UnitDetail
- Source dataUnit MixDetail
Choose the projection and row layout together. Commercial-style records describe tenants and spaces; Multifamily, Self-Storage, and Mobile Home Park use units or pads. The same projection choice can therefore produce different inventory labels and fields.
Standard or commercial
- Projection
- Multi-Year Cash Flow
- Layout
- Unit-by-Unit
- Editor result
- Individual tenant, suite, space, or vacancy rows with growth fields
Standard or commercial
- Projection
- Pro Forma
- Layout
- Unit-by-Unit
- Editor result
- Individual rows with in-place and stabilized economics
Standard or commercial
- Projection
- Multi-Year Cash Flow
- Layout
- Unit Mix
- Editor result
- Grouped categories with counts, averages, and growth fields
Standard or commercial
- Projection
- Pro Forma
- Layout
- Unit Mix
- Editor result
- Grouped categories with in-place and stabilized averages
Unit-based, non-hotel
- Projection
- Multi-Year Cash Flow
- Layout
- Unit-by-Unit
- Editor result
- Individual unit, storage unit, or pad records with annual growth
Unit-based, non-hotel
- Projection
- Pro Forma
- Layout
- Unit-by-Unit
- Editor result
- Individual unit, storage unit, or pad records with in-place and stabilized rent
Unit-based, non-hotel
- Projection
- Multi-Year Cash Flow
- Layout
- Unit Mix
- Editor result
- Grouped unit, storage, or pad types with annual growth
Unit-based, non-hotel
- Projection
- Pro Forma
- Layout
- Unit Mix
- Editor result
- Grouped unit, storage, or pad types with in-place and stabilized rent
Some property types use dedicated editors
Hospitality uses Room Inventory. Single Tenant Net Lease uses Tenant & Lease. Mixed-Use chooses one global projection, then applies component-specific detail editors. Use the workflow for the selected property type rather than expecting the generic four-card selector.
Expect property-specific terminology
- Commercial assets use Tenant and SF terminology.
- Multifamily uses Units and Unit Mix.
- Self-Storage uses Unit Inventory.
- Mobile Home Parks uses Pads and Pad Inventory.
- Hospitality uses a dedicated Room Inventory workflow rather than the generic four-card editor.
- Mixed-Use selects one global projection model, then configures detail within each component.
- Single Tenant Net Lease forces its dedicated single-tenant cash-flow form.
Choose before bulk entry
A different model can hide fields that do not exist in the new layout. Review the confirmation and preserve a reference copy of important source values before changing an established rent-roll type.
Select the type
Model selection steps
- 1
Open Rent Roll
Wizard navigation, Rent Roll
Open Rent Roll from the wizard navigation.
Expected result: The projection and layout choices are visible.
If this step does not work
If Rent Roll is missing, return to Financial Scope and choose Full Financials or Rent Roll Only where supported.
- 2
Choose the projection
Rent Roll Type, projection column
Select Multi-Year Cash Flow for annual growth or Pro Forma for current versus stabilized values.
Expected result: The selected projection card is highlighted.
If this step does not work
Use View Sample if the difference is unclear, then return to the selector.
Choose Multi-Year Cash Flow or Pro Forma, then choose Unit-by-Unit or Unit Mix to define the rent-roll model. - 3
Choose the layout
Rent Roll Type, layout column
Select Unit-by-Unit for individual records or Unit Mix for grouped inventory.
Expected result: The selected layout card is highlighted.
If this step does not work
Compare the source roster: if each suite or unit has distinct dates or economics, choose Unit-by-Unit.
- 4
Review the type-change warning
Change Rent Roll Type dialog
Read the complete warning after checking existing data.
Expected result: The potential effect on saved fields is understood.
If this step does not work
Cancel and record the current values if the new layout could omit needed fields.
- 5
Confirm the type change
Change Rent Roll Type dialog > Change Type
Select Change Type.
Expected result: The table reloads with the new columns.
If this step does not work
Return to the selector if the resulting columns do not match the source.
Validate the choice
Expected lease dates are missing
Likely cause: Unit Mix or the selected property type does not expose lease dates.
- Use Unit-by-Unit when individual lease records are available.
- Confirm that the property type supports lease dates.
Growth fields disappeared
Likely cause: Pro Forma compares two snapshots and does not expose the cash-flow growth columns.
- Use Multi-Year Cash Flow for annual projection.
- Use Pro Forma only when the deliverable is a two-column comparison.
Final verification
- Rent Roll Type, projection column: The selected projection card is highlighted.
- Rent Roll Type, layout column: The selected layout card is highlighted.
- Change Rent Roll Type dialog: The potential effect on saved fields is understood.
- Change Rent Roll Type dialog > Change Type: The table reloads with the new columns.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.
Related guides
Build a commercial rent roll
Build a tenant-by-tenant rent roll for retail, office, or industrial, and CREBuilder annualizes rent and recoveries from whatever basis your lease uses.
Open guideBuild unit, storage, and pad rent rolls
Enter apartments, storage units, or pads one by one or as a unit mix, and CREBuilder totals rent and occupancy with the right labels for each property type.
Open guideBuild and verify a pro forma analysis
Show buyers the upside: current and stabilized rent, income, expenses, and NOI side by side in one clean comparison.
Open guideYour next OM, done this afternoon
Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.
No credit card required.