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Task guide

Complete a full financial analysis

Go from rent roll to finished financial pages in one pass: rent roll, income and expenses, valuation, and a cash flow or pro forma your buyers can read.

30 to 60 minutes after source documents are organizedFor brokers and analysts preparing an Offering Memorandum or BOVIntermediateLast verified October 5, 2026

Outcome

Your OM or BOV has a complete financial section, and every page matches the numbers you entered.

Navigation path

Documents > Open a document > Financial Scope

Access

Document creation access

On this page

Before you start

Data, sources, and access to prepare

  • A saved document
  • Property details and asking price
  • Current rent roll
  • Income and expense source data

Understand the full-analysis sequence

Full Financials is the only scope that opens the rent roll, income and expense, and detailed valuation workflow together. The selected projection model changes the fields and final analysis page.

Prepare the source package

Collect before entering data

  • Tenant or unit roster with rent basis
  • Vacancy or loss assumptions
  • Reimbursement amounts and lease terms when applicable
  • Other income and operating expense statement
  • Analysis period, debt, reserve, and exit assumptions
  • Sales and rental comparable support when those pages are included
Choose the model that matches the assignment.
NeedUse
Annual projection by yearMulti-Year Cash Flow
Side-by-side current and stabilized viewPro Forma
Only headline value inputsCap Rate & NOI instead of Full Financials
Only a roster or inventory tableRent Roll Only

No generic spreadsheet import

The standard financial workflow does not import a rent roll, income statement, or comparable spreadsheet. Enter and verify the data in the wizard.

Complete the model in order

Full analysis steps

  1. 1

    Choose Full Financials

    Financial Scope

    Select Full Financials.

    Expected result: The scope card is selected.

    If this step does not work

    If the choice is unavailable, confirm the document and property type support it. BOV still supports Full Financials, while some custom templates replace this workflow.

    Financial Scope step showing Full Financials, Rent Roll Only, Cap Rate and NOI, and Skip Financials.
    Start the analysis by selecting the scope that matches the assignment, property type, and pages required in the output.
  2. 2

    Continue to the rent roll

    Financial Scope > Continue

    Select Continue.

    Expected result: Rent Roll becomes the next financial step.

    If this step does not work

    Return to Financial Scope if the wizard opens an unexpected path.

  3. 3

    Choose the projection

    Rent Roll, projection selector

    Select Multi-Year Cash Flow or Pro Forma.

    Expected result: The projection card is highlighted.

    If this step does not work

    Record important existing values before changing an established model.

  4. 4

    Choose the row layout

    Rent Roll, layout selector

    Select Unit-by-Unit or Unit Mix where offered.

    Expected result: The table changes to the columns for that model and layout.

    If this step does not work

    Review the confirmation carefully if the document already has saved rows.

  5. 5

    Add an occupied or vacant row

    Rent Roll toolbar

    Select the applicable add-row control.

    Expected result: The row detail editor opens.

    If this step does not work

    Confirm a rent-roll type is selected if add controls are absent.

  6. 6

    Complete the rent-roll row

    Rent Roll detail editor

    Enter rent in the displayed basis plus applicable lease and reimbursement fields.

    Expected result: Calculated monthly and annual totals appear after save.

    If this step does not work

    Correct the basis or source field if the total is implausible.

  7. 7

    Enter other income and expenses

    Income & Expenses

    Complete the displayed cash-flow or pro-forma statement rows.

    Expected result: The saved statement supplies the NOI calculation.

    If this step does not work

    If a row is missing, add it. If a suggested property-tax value is wrong, replace it with the verified source amount.

  8. 8

    Review default expenses

    Income & Expenses > Operating Expenses

    Compare every default expense row with your source.

    Expected result: Only applicable default rows remain in the statement.

    If this step does not work

    Edit or remove a default row that does not apply.

  9. 9

    Set cash-flow assumptions

    Valuation > Multi-Year Cash Flow

    Enter the analysis, vacancy, exit, financing, and reserve assumptions.

    Expected result: The cash-flow preview recalculates from saved inputs.

    If this step does not work

    If the cash-flow request fails, save the assumptions panel and retry.

  10. 10

    Review the pro-forma comparison

    Valuation > Pro Forma

    Inspect in-place NOI, pro-forma NOI, financing, and reserves.

    Expected result: The comparison reflects the saved current and stabilized cases.

    If this step does not work

    Return to Income & Expenses if either NOI does not match your underwriting.

  11. 11

    Review generated pages

    Review & Customize

    Inspect every financial page, metric, footnote, and page title before export.

    Expected result: Wizard totals and document totals agree.

    If this step does not work

    Return to the source wizard step, correct the input, and reopen review if a number is unexpected.

    Check the saved financial output against your source data.
    Check the saved financial output against your source data.

Reconcile before publishing

Financial review

  • Rent roll annual totals match the source roster
  • Vacancy rows and the General Vacancy Factor % are each used on purpose
  • Lease-Up Scenario reflects how fast vacant space will lease
  • Reimbursements use the intended annual or area basis
  • In-place EGI, expenses, and NOI reconcile
  • Debt and reserve assumptions use the intended units
  • Exit value uses the selected exit-year NOI and cap rate
  • Generated pages match the selected financial scope

Common blockers

A financial step is missing

Likely cause: The current scope, property type, document type, or custom template excludes it.

  1. Return to Financial Scope with Change Financial Scope.
  2. Confirm the selected property type and document package.
  3. Use the simplified valuation path if that is the intended assignment.
The PDF total differs from the source document

Likely cause: A rent basis, vacancy, reimbursement, or pro-forma field may have been interpreted differently.

  1. Reconcile row-level annual amounts first.
  2. Then reconcile EGI, total expenses, and NOI.
  3. Regenerate only after the wizard totals are correct.

Your 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.

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